Madison Aggressive Correlations

MAACXDelisted Fund

USD 11.32 0.00 0.00%

The current 90-days correlation between Madison Aggressive and Massmutual Premier Diversified is 0.09 (i.e., Significant diversification). The correlation of Madison Aggressive 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.

Madison Aggressive Correlation With Market

Very poor diversification

The correlation between Madison Aggressive Allocation and DJI is 0.85 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Madison Aggressive Allocation and DJI in the same portfolio, assuming nothing else is changed.

Check out Correlation Analysis 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 services.

Moving together with Madison Mutual Fund

0.66	IFAFX	Income Fund	Pair Corr
0.65	AMECX	Income Fund	Pair Corr
0.66	IFACX	Income Fund	Pair Corr
0.74	FFIFX	American Funds	Pair Corr
0.74	FAIFX	American Funds	Pair Corr
0.75	RIDBX	Income Fund	Pair Corr
0.75	CIMEX	Income Fund	Pair Corr
0.66	RIDFX	Income Fund	Pair Corr
0.73	CIMCX	Income Fund	Pair Corr
0.66	CIMFX	Income Fund	Pair Corr
0.84	VTSAX	Vanguard Total Stock	Pair Corr
0.84	VFIAX	Vanguard 500 Index	Pair Corr
0.85	VTSMX	Vanguard Total Stock	Pair Corr
0.84	VSTSX	Vanguard Total Stock	Pair Corr
0.85	VSMPX	Vanguard Total Stock	Pair Corr
0.85	VITSX	Vanguard Total Stock	Pair Corr
0.67	VTIAX	Vanguard Total Inter	Pair Corr
0.84	VFINX	Vanguard 500 Index	Pair Corr
0.82	VFFSX	Vanguard 500 Index	Pair Corr
0.77	CLBCX	American Balanced	Pair Corr
0.78	JOBEX	Jpmorgan Smartretirement*	Pair Corr
0.68	JLAEX	Retirement Living Through	Pair Corr
0.62	PELBX	Pimco Emerging Local	Pair Corr
0.69	NBCRX	American Funds Retirement	Pair Corr
0.78	TLYIX	Tiaa Cref Lifecycle	Pair Corr
0.79	AATIX	Ancora/thelen Small-mid	Pair Corr
0.86	SSCOX	Sentinel Small Pany	Pair Corr
0.67	UJPIX	Ultrajapan Profund	Pair Corr
0.77	JPDVX	Jpmorgan Diversified	Pair Corr
0.73	TTMIX	T Rowe Price	Pair Corr
0.75	SUVAX	Prudential Qma Strategic	Pair Corr
0.74	ORAZX	Oppnhmr Rochester Arizona	Pair Corr

Moving against Madison Mutual Fund

0.76

WCMJX

Wcm Focused Small

Pair Corr

Related Correlations Analysis

	EVFCX	JDJRX	HUDEX	BICPX	PQCNX	PGFCX	MDBFX
EVFCX		0.78	0.9	0.98	0.74	0.94	0.87	EVFCX
JDJRX	0.78		0.54	0.83	0.77	0.85	0.81	JDJRX
HUDEX	0.9	0.54		0.86	0.6	0.81	0.74	HUDEX
BICPX	0.98	0.83	0.86		0.84	0.96	0.93	BICPX
PQCNX	0.74	0.77	0.6	0.84		0.84	0.91	PQCNX
PGFCX	0.94	0.85	0.81	0.96	0.84		0.94	PGFCX
MDBFX	0.87	0.81	0.74	0.93	0.91	0.94		MDBFX
	EVFCX	JDJRX	HUDEX	BICPX	PQCNX	PGFCX	MDBFX

Risk-Adjusted Indicators

There is a big difference between Madison Mutual Fund performing well and Madison Aggressive 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 Madison Aggressive'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
EVFCX	0.25	0.03	(0.10)	0.17	0.12	(0.32)	0.49	(0.49)	1.53
JDJRX	0.41	0.02	(0.08)	0.17	0.43	(0.47)	0.94	(0.81)	2.24
HUDEX	0.56	0.02	0.01	0.11	0.62	(0.62)	1.35	(1.04)	4.42
BICPX	0.19	0.03	(0.16)	0.20	0.00	(0.25)	0.43	(0.42)	1.12
PQCNX	0.15	0.02	(0.38)	(1.20)	0.00	(0.20)	0.35	(0.23)	0.69
PGFCX	0.20	0.00	(0.05)	0.00	0.00	(0.26)	0.48	(0.37)	2.25
MDBFX	0.12	0.02	(0.38)	0.63	0.00	(0.19)	0.24	(0.24)	0.60

Madison Aggressive Related Equities

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Madison Aggressive mutual fund to make a market-neutral strategy. Peer analysis of Madison Aggressive could also be used in its relative valuation, which is a method of valuing Madison Aggressive by comparing valuation metrics with similar companies.

Evaluator Conservative Rms Jhancock Diversified Macro Huber Capital Diversified Blackrock Conservative Prprdptfinstttnl Prudential Core Conservative Pgim Conservative Retirement Massmutual Premier Diversified American Airlines Group Alcoa Corp Apple Inc Best Buy Co Citigroup SentinelOne CVS Health Corp Chevron Corp

Risk & Return

Correlation

Still Interested in Madison Aggressive Allocation?

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