Lifex Inflation-protec Correlations

Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lifex Inflation Protected Income. 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 employment.

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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    LIAFX + 1.0 LIADX LIAQX + 1.0 LIADX LIAWX + 1.0 LIADX LIAUX + 1.0 LIADX LIBGX + 1.0 LIADX LIAQX + 1.0 LIAFX

High negative correlations    LIIMX - 0.16 LIBGX LIIMX - 0.16 LIAUX LIIMX - 0.16 LIAWX LIIMX - 0.16 LIAQX LIIMX - 0.16 LIAFX LIIMX - 0.16 LIADX

Risk-Adjusted Indicators

There is a big difference between Lifex Mutual Fund performing well and Lifex Inflation-protec 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 Lifex Inflation-protec'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.