Dynamic Active Correlations

DXEM Etf   16.47  0.01  0.06%   
The current 90-days correlation between Dynamic Active Emerging and iShares NASDAQ 100 is -0.05 (i.e., Good diversification). A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dynamic Active moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dynamic Active Emerging moves in either direction, the perfectly negatively correlated security will move in the opposite direction.

Dynamic Active Correlation With Market

Poor diversification

The correlation between Dynamic Active Emerging and DJI is 0.68 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Dynamic Active Emerging and DJI in the same portfolio, assuming nothing else is changed.
  
The ability to find closely correlated positions to Dynamic Active could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dynamic Active when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dynamic Active - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dynamic Active Emerging to buy it.

Moving together with Dynamic Etf

  0.95VEE Vanguard FTSE EmergingPairCorr
  0.94ZEM BMO MSCI EmergingPairCorr
  0.94XEC iShares Core MSCIPairCorr
  0.94XEM iShares MSCI EmergingPairCorr
  0.93ZLE BMO Low VolatilityPairCorr
  0.94HXEM Global X EmergingPairCorr
  0.95XMM iShares MSCI MinPairCorr
  0.79HOU BetaPro Crude OilPairCorr
  0.86PINC Purpose Multi AssetPairCorr
  0.85HURA Global X UraniumPairCorr
  0.85XBAL iShares Core BalancedPairCorr
  0.74XSMH iShares SP SmallPairCorr
  0.82CYH iShares Global MonthlyPairCorr
  0.84PINV Purpose Global InnovatorsPairCorr
  0.68SBT Silver Bullion TrustPairCorr
  0.85XINC iShares Core IncomePairCorr
  0.78CLF iShares 1 5PairCorr
  0.69DXAU Dynamic Active GlobalPairCorr
  0.86EIT-UN Canoe EIT IncomePairCorr
  0.8OILU SavvyLong Geared CrudePairCorr
  0.74HEU BetaPro SP TSXPairCorr
  0.66CORE PIMCO Canadian CorePairCorr
  0.77VCN Vanguard FTSE CanadaPairCorr
  0.79PFIN PICTON IncomePairCorr
  0.8TGFI TD Active GlobalPairCorr
  0.81VSB Vanguard Canadian ShortPairCorr
  0.84RPDH RBC Quant EuropeanPairCorr
  0.88QDX Mackenzie InternationalPairCorr
  0.81RID RBC Quant EAFEPairCorr
  0.8XDG iShares Core MSCIPairCorr
  0.79HGGG Harvest Global GoldPairCorr
  0.7HXU BetaPro SP TSXPairCorr

Moving against Dynamic Etf

  0.78HED BetaPro SPTSX CappedPairCorr
  0.74HXD BetaPro SPTSX 60PairCorr
  0.45HIU BetaPro SP 500PairCorr
  0.33HBLK Blockchain TechnologiesPairCorr

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

TTPHXT
TPUQUU
HXSQUU
HXSTPU
XUUHXS
XUUQUU
  

High negative correlations

XQQVDY
QUUVDY
TPUVDY
HXSVDY
XUUVDY

Dynamic Active Constituents Risk-Adjusted Indicators

There is a big difference between Dynamic Etf performing well and Dynamic Active ETF 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 Dynamic Active'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.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
VDY  0.41  0.14  0.16  0.70  0.24 
 0.90 
 2.24 
HXT  0.57  0.12  0.09  0.33  0.66 
 1.21 
 3.94 
QUU  0.57 (0.03)(0.07) 0.02  0.73 
 1.11 
 3.35 
VSP  0.52  0.00 (0.03) 0.06  0.65 
 0.99 
 3.57 
TPU  0.57 (0.03)(0.07) 0.02  0.73 
 1.04 
 3.64 
HXS  0.52 (0.02)(0.07) 0.02  0.71 
 1.05 
 3.60 
VBAL  0.34  0.04  0.01  0.19  0.30 
 0.68 
 2.07 
TTP  0.63  0.15  0.11  0.36  0.82 
 1.42 
 4.72 
XUU  0.56 (0.02)(0.06) 0.03  0.73 
 1.07 
 3.93 
XQQ  0.75 (0.05)(0.06) 0.00  1.10 
 1.38 
 4.76 

Be your own money manager

Our tools can tell you how much better you can do entering a position in Dynamic Active without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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