Delaware Core Correlations

Mutual Funds . USA . 
Fund . Delaware Core Plus
DUGCX Fund  USD 7.61  0.00  0.00%   
The current 90-days correlation between Delaware Core Plus and Hunter Small Cap is 0.25 (i.e., Modest diversification). The correlation of Delaware Core is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Delaware Core Correlation With Market

Weak diversification

The correlation between Delaware Core Plus and DJI is 0.34 (i.e., Weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Delaware Core Plus and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Delaware Core Plus. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in unemployment.

Moving together with Delaware Mutual Fund

  0.75WASAX Ivy Asset StrategyPairCorr
  0.71WSGAX Ivy Small CapPairCorr
  0.71WCEAX Ivy E EquityPairCorr
  0.91DLHCX Delaware HealthcarePairCorr
  0.89DLHAX Delaware HealthcarePairCorr
  0.66IRSAX Ivy Advantus RealPairCorr
  0.78FGIPX First Investors GrowthPairCorr
  0.81FGINX First Investors GrowthPairCorr
  0.72WHIAX Ivy High IncomePairCorr
  0.67DPRCX Delaware ReitPairCorr
  0.67IBNAX Ivy BalancedPairCorr
  0.72IVIAX Ivy InternationalPairCorr
  0.74IVINX Ivy Global GrowthPairCorr
  0.79FIUSX First Investors OppoPairCorr
  0.68FIVUX First Investors OppoPairCorr
  0.86IVOAX Ivy Mid CapPairCorr
  0.83IEYAX Ivy Energy FundPairCorr
  0.84WLGAX Ivy Large CapPairCorr
  0.74DCCCX Delaware Small CapPairCorr
  0.7DCCAX Delaware Small CapPairCorr
  0.8WMGAX Ivy Mid CapPairCorr
  0.72IGNAX Ivy Natural ResourcesPairCorr

Moving against Delaware Mutual Fund

  0.55DMTFX Delaware Tax FreePairCorr
  0.47FTNYX Delaware Tax FreePairCorr
  0.45CXHYX Delaware National HighPairCorr
  0.63DVFNX Delaware Tax FreePairCorr
  0.59DUSCX Delaware Tax FreePairCorr
  0.5DVFTX Delaware Tax FreePairCorr
  0.34DUICX Delaware Tax FreePairCorr

Related Correlations Analysis


Risk-Adjusted Indicators

There is a big difference between Delaware Mutual Fund performing well and Delaware Core Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Delaware Core's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

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