Ladenburg Growth Correlations

LGWIX Fund

USD 18.04 0.07 0.39%

The current 90-days correlation between Ladenburg Growth and Vanguard Short Term Inflation Protected is 0.16 (i.e., Average diversification). The correlation of Ladenburg Growth 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.

Ladenburg Growth Correlation With Market

Almost no diversification

The correlation between Ladenburg Growth 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 Ladenburg Growth 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 Ladenburg Growth. 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 Ladenburg Mutual Fund

0.97	LGWAX	Ladenburg Growth	Pair Corr
1.0	LGWCX	Ladenburg Growth	Pair Corr
0.96	LNCAX	Ladenburg Income Fun	Pair Corr
0.97	LNCCX	Ladenburg Income Fun	Pair Corr
0.98	LNCIX	Ladenburg Income Fun	Pair Corr
1.0	LNOCX	Ladenburg Income Growth	Pair Corr
0.97	LNOAX	Ladenburg Income Growth	Pair Corr
1.0	LNOIX	Ladenburg Income Growth	Pair Corr
0.97	LOWAX	Ladenburg Growth Income	Pair Corr
1.0	LOWCX	Ladenburg Growth Income	Pair Corr
1.0	LOWIX	Ladenburg Growth Income	Pair Corr
1.0	LAGIX	Ladenburg Aggressive	Pair Corr
1.0	LAWCX	Ladenburg Aggressive	Pair Corr
0.97	LAWAX	Ladenburg Aggressive	Pair Corr
0.94	IFAFX	Income Fund	Pair Corr
0.91	AMECX	Income Fund	Pair Corr
0.91	IFACX	Income Fund	Pair Corr
0.91	FFIFX	American Funds	Pair Corr
0.91	FAIFX	American Funds	Pair Corr
0.91	RIDBX	Income Fund	Pair Corr
0.91	CIMEX	Income Fund	Pair Corr
0.91	RIDFX	Income Fund	Pair Corr
0.91	CIMCX	Income Fund	Pair Corr
0.91	CIMFX	Income Fund	Pair Corr
0.86	PFN	Pimco Income Strategy	Pair Corr
0.93	CAMYX	Cambiar International	Pair Corr
0.88	ARSVX	Amg River Road	Pair Corr
0.91	SSGSX	Victory Sycamore Small	Pair Corr
0.9	CVMIX	Calvert Emerging Markets	Pair Corr
0.94	IAAEX	Transamerica Financial	Pair Corr
0.87	MWIGX	Metropolitan West	Pair Corr

Moving against Ladenburg Mutual Fund

0.62	XNBHX	Neuberger Berman Int	Pair Corr
0.51	XNXJX	Nuveen New Jersey	Pair Corr
0.47	NXJ	Nuveen New Jersey	Pair Corr
0.45	XDSMX	Dreyfus Strategic	Pair Corr

Related Correlations Analysis

	ATOAX	BPIRX	FUEMX	TSDUX	DMBAX	GTLSX	VTSPX
ATOAX		0.84	0.98	0.93	0.97	0.81	0.82	ATOAX
BPIRX	0.84		0.86	0.92	0.84	0.97	0.73	BPIRX
FUEMX	0.98	0.86		0.96	0.94	0.82	0.83	FUEMX
TSDUX	0.93	0.92	0.96		0.92	0.89	0.83	TSDUX
DMBAX	0.97	0.84	0.94	0.92		0.8	0.83	DMBAX
GTLSX	0.81	0.97	0.82	0.89	0.8		0.69	GTLSX
VTSPX	0.82	0.73	0.83	0.83	0.83	0.69		VTSPX
	ATOAX	BPIRX	FUEMX	TSDUX	DMBAX	GTLSX	VTSPX

Risk-Adjusted Indicators

There is a big difference between Ladenburg Mutual Fund performing well and Ladenburg Growth 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 Ladenburg Growth'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	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
ATOAX	0.03	0.00	0.00	(0.32)	0.00	0.20	0.00	0.30
BPIRX	0.55	0.20	0.32	0.54	(0.68)	1.11	(0.77)	10.73
FUEMX	0.03	0.00	0.00	0.48	0.00	0.10	0.00	0.40
TSDUX	0.03	0.01	0.00	2.12	0.00	0.10	0.00	0.10
DMBAX	0.04	0.01	0.00	(0.79)	0.00	0.15	(0.08)	0.39
GTLSX	0.65	0.33	0.90	2.11	(0.87)	0.91	(0.37)	18.34
VTSPX	0.06	0.00	(0.62)	(0.23)	(0.08)	0.12	(0.12)	0.28

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