Delaware Core Correlations

Mutual Funds . USA . 
Fund . Delaware Core Plus
DUGCX Fund  USD 7.59  0.01  0.13%   
The current 90-days correlation between Delaware Core Plus and Guidemark Large Cap is 0.19 (i.e., Average 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

Almost no diversification

The correlation between Delaware Core Plus and DJI is 0.92 (i.e., Almost no 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 services.

Moving together with Delaware Mutual Fund

  0.89WASAX Ivy Asset StrategyPairCorr
  0.8WSGAX Ivy Small CapPairCorr
  0.81WSTAX Ivy Science AndPairCorr
  0.84WCEAX Ivy E EquityPairCorr
  0.68FTORX First Investors TaxPairCorr
  0.73FTOTX First Investors TaxPairCorr
  0.87DLHCX Delaware HealthcarePairCorr
  0.88DLHAX Delaware HealthcarePairCorr
  0.91IPOAX Ivy Emerging MarketsPairCorr
  0.79DMOCX Delaware Tax FreePairCorr
  0.69DMUSX Delaware Tax FreePairCorr
  0.78IRSAX Ivy Advantus RealPairCorr
  0.75VCTFX Delaware Tax FreePairCorr
  0.76DPCFX Delaware DiversifiedPairCorr
  0.79DPDFX Delaware DiversifiedPairCorr
  0.91FGIPX First Investors GrowthPairCorr
  0.93FGINX First Investors GrowthPairCorr
  0.94WHIAX Ivy High IncomePairCorr
  0.85DPREX Delaware ReitPairCorr
  0.85DPRCX Delaware ReitPairCorr
  0.85IBNAX Ivy BalancedPairCorr
  0.9IVIAX Ivy InternationalPairCorr
  0.88IVINX Ivy Global GrowthPairCorr
  0.85FIUSX First Investors OppoPairCorr
  0.9FIVUX First Investors OppoPairCorr
  0.89IVOAX Ivy Mid CapPairCorr
  0.89IEYAX Ivy Energy FundPairCorr
  0.89DTICX Delaware Limited TermPairCorr
  0.96DTRIX Delaware Limited TermPairCorr
  0.92DCCCX Delaware Small CapPairCorr
  0.93DCCAX Delaware Small CapPairCorr
  0.67DUICX Delaware Tax FreePairCorr
  0.71VIDAX 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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