Lincoln Inflation Correlations

LFTEX Fund

11.66 0.03 0.26%

The current 90-days correlation between Lincoln Inflation Plus and Schwab Target 2035 is 0.34 (i.e., Weak diversification). The correlation of Lincoln Inflation 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.

Lincoln Inflation Correlation With Market

Poor diversification

The correlation between Lincoln Inflation Plus and DJI is 0.75 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Lincoln Inflation Plus and DJI in the same portfolio, assuming nothing else is changed.

Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lincoln Inflation 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 housing.

Moving together with Lincoln Mutual Fund

1.0	LFTAX	Lincoln Inflation Plus	Pair Corr
0.94	NHS	Neuberger Berman High	Pair Corr
0.91	DIFDX	Mfs Diversified Income	Pair Corr
0.87	MWSTX	Metropolitan West	Pair Corr
0.9	ROBAX	Robinson Tax Advantaged	Pair Corr
0.9	AMFFX	American Mutual	Pair Corr
0.96	AMDWX	Amana Developing World	Pair Corr
0.94	EMRGX	Emerging Markets Growth	Pair Corr
0.89	JLFIX	Retirement Living Through	Pair Corr
0.96	EMDQX	Prudential Emerging	Pair Corr
0.74	PFPFX	Poplar Forest Partners	Pair Corr
0.96	AMECX	Income Fund	Pair Corr
0.76	AAMAX	Absolute Capital Asset	Pair Corr
0.78	PSGRX	Putnam Small Cap	Pair Corr
0.9	GIMDX	Goldman Sachs Local	Pair Corr
0.91	OGMCX	Oppenheimer Gold Special Steady Growth	Pair Corr
0.86	EPSIX	Mainstay Epoch Global	Pair Corr
0.9	AMDVX	Mid Cap Value	Pair Corr
0.93	CVSCX	Calamos Market Neutral	Pair Corr
0.92	WFPRX	Wells Fargo Special	Pair Corr
0.94	MKVFX	Mfs International Large	Pair Corr
0.9	NPSFX	Nuveen Preferred Sec	Pair Corr
0.71	UITCX	Usaa Intermediate Term	Pair Corr
0.92	DSCIX	Dana Small Cap	Pair Corr
0.96	AMIDX	Amana Developing World	Pair Corr
0.87	RMDUX	American Funds Multi	Pair Corr
0.71	RNGEX	New Economy Fund	Pair Corr
0.67	GCECX	Ab Global E	Pair Corr
0.89	WSHNX	Short Duration Income	Pair Corr
0.86	JVACX	Jpmorgan Value Advantage	Pair Corr

Related Correlations Analysis

	LFTAX	LFTOX	LFTPX	SRJSX	TFFCX	FESOX	ASRFX	VMLTX	SWIRX
LFTAX		0.5	0.51	0.84	0.62	0.95	0.85	0.94	0.9	LFTAX
LFTOX	0.5		1.0	0.68	0.91	0.58	0.29	0.48	0.68	LFTOX
LFTPX	0.51	1.0		0.69	0.91	0.59	0.3	0.49	0.69	LFTPX
SRJSX	0.84	0.68	0.69		0.84	0.92	0.72	0.85	0.9	SRJSX
TFFCX	0.62	0.91	0.91	0.84		0.72	0.34	0.58	0.78	TFFCX
FESOX	0.95	0.58	0.59	0.92	0.72		0.84	0.95	0.92	FESOX
ASRFX	0.85	0.29	0.3	0.72	0.34	0.84		0.92	0.76	ASRFX
VMLTX	0.94	0.48	0.49	0.85	0.58	0.95	0.92		0.92	VMLTX
SWIRX	0.9	0.68	0.69	0.9	0.78	0.92	0.76	0.92		SWIRX
	LFTAX	LFTOX	LFTPX	SRJSX	TFFCX	FESOX	ASRFX	VMLTX	SWIRX

Risk-Adjusted Indicators

There is a big difference between Lincoln Mutual Fund performing well and Lincoln Inflation 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 Lincoln Inflation'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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
LFTAX	0.54	0.17	0.04	(0.74)	0.75	(0.58)	1.13	(1.02)	4.38
LFTOX	0.51	0.07	(0.07)	(0.38)	0.66	(0.57)	0.88	(1.17)	3.46
LFTPX	0.51	0.07	(0.08)	(0.40)	0.65	(0.56)	0.87	(1.17)	3.43
SRJSX	0.39	0.10	0.09	0.32	0.00	(0.48)	0.79	(0.58)	4.55
TFFCX	0.60	0.12	(0.01)	(0.69)	0.63	(0.66)	1.22	(1.38)	4.41
FESOX	0.56	0.32	0.24	(2.08)	0.25	(0.67)	1.40	(0.78)	6.26
ASRFX	0.42	0.13	0.06	0.61	0.26	(0.51)	1.15	(0.83)	2.76
VMLTX	0.05	0.02	0.00	(4.15)	0.00	0.00	0.09	(0.09)	0.37
SWIRX	0.45	0.19	0.11	(0.98)	0.00	(0.53)	0.88	(0.74)	5.86

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Lincoln Inflation Correlations

Lincoln Inflation Correlation With Market

Poor diversification

Moving together with Lincoln Mutual Fund

Related Correlations Analysis

Risk-Adjusted Indicators

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