Delaware Strategic Correlations

Mutual Funds USA . 
Fund . Delaware Strategic Income
The correlation of Delaware Strategic 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.
  
Check out Investing Opportunities to better understand how to build diversified portfolios. 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 gross domestic product.

Moving together with Delaware Mutual Fund

  0.87OASGX Optimum Small MidPairCorr
  0.81OASVX Optimum Small MidPairCorr
  0.69OCFIX Optimum Fixed IncomePairCorr
  0.82OCIEX Optimum InternationalPairCorr
  0.89OCLVX Optimum Large CapPairCorr
  0.67OCLGX Optimum Large CapPairCorr
  0.86OCSGX Optimum Small MidPairCorr
  0.89OCSVX Optimum Small MidPairCorr
  0.88DLRHX Delaware HealthcarePairCorr
  0.62DLTZX Delaware Limited TermPairCorr
  0.69DLTRX Delaware Limited TermPairCorr
  0.7DMHIX Delaware Minnesota HighPairCorr
  0.65DMNIX Delaware Tax FreePairCorr
  0.74OIIEX Optimum InternationalPairCorr
  0.89OILVX Optimum Large CapPairCorr
  0.63DPFFX Delaware DiversifiedPairCorr
  0.66OISGX Optimum Small MidPairCorr
  0.68OISVX Optimum Small MidPairCorr
  0.62DPRSX Delaware ReitPairCorr
  0.62DPRRX Delaware ReitPairCorr
  0.61DPRFX Delaware DiversifiedPairCorr
  0.62DPRDX Real EstatePairCorr
  0.65DPZRX Delaware DiversifiedPairCorr
  0.62FICHX First Investors SelectPairCorr
  0.67FIZRX Delaware OpportunityPairCorr
  0.66DTINX Delaware Limited TermPairCorr
  0.68DCCIX Delaware Small CapPairCorr
  0.68DCCRX Delaware Small CapPairCorr
  0.62DCOIX Delaware Tax FreePairCorr
  0.67DUGRX Delaware Strategic IncomePairCorr
  0.84DULTX Delaware InvestmentsPairCorr

Moving against Delaware Mutual Fund

  0.38DMO Western Asset MortgagePairCorr

Related Correlations Analysis


Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

MSTGX
+ 0.95
APDPX
APDPX
+ 0.9
SMYIX
MSTGX
+ 0.83
SMYIX
DSDYX
+ 0.73
ANAGX
DSDYX
+ 0.7
DHGCX
MSTGX
+ 0.67
ANAGX
  

High negative correlations

DHGCX
- 0.06
APDPX

Risk-Adjusted Indicators

There is a big difference between Delaware Mutual Fund performing well and Delaware Strategic 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 Strategic'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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