Oakhurst Fixed Correlations

OHFIX Fund

USD 8.97 0.05 0.55%

The current 90-days correlation between Oakhurst Fixed Income and T Rowe Price is 0.18 (i.e., Average diversification). The correlation of Oakhurst Fixed 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.

Oakhurst Fixed Correlation With Market

Very weak diversification

The correlation between Oakhurst Fixed Income and DJI is 0.47 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Oakhurst Fixed Income and DJI in the same portfolio, assuming nothing else is changed.

Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oakhurst Fixed 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 gross domestic product.

Moving together with Oakhurst Mutual Fund

0.94	DODIX	Dodge Income	Pair Corr
0.94	DOXIX	Dodge Cox Income	Pair Corr
0.91	FIWGX	Strategic Advisers	Pair Corr
0.93	MWTNX	Metropolitan West Total	Pair Corr
0.89	MWTSX	Metropolitan West Total	Pair Corr
0.96	PTTPX	Pimco Total Return	Pair Corr
0.96	PTRRX	Total Return	Pair Corr
0.92	PTRAX	Total Return	Pair Corr
0.96	PTTRX	Total Return	Pair Corr
0.97	PDBSX	Prudential Total Return	Pair Corr
0.79	NHS	Neuberger Berman High	Pair Corr
0.78	VMLTX	Vanguard Limited Term	Pair Corr
0.75	EMDQX	Prudential Emerging	Pair Corr
0.92	ARIIX	Ab Global Real	Pair Corr
0.86	DIFDX	Mfs Diversified Income	Pair Corr
0.67	PAFFX	T Rowe Price	Pair Corr
0.86	MMHIX	Mainstay High Yield	Pair Corr
0.88	VWALX	Vanguard High Yield	Pair Corr
0.69	SSDYX	State Street Target	Pair Corr
0.66	CVSCX	Calamos Market Neutral	Pair Corr
0.66	ROBAX	Robinson Tax Advantaged	Pair Corr
0.77	PRMSX	T Rowe Price	Pair Corr
0.73	FEHAX	First Eagle High	Pair Corr
0.68	TVFVX	Third Avenue Value	Pair Corr
0.86	MTBAX	Mainstay Tax Free	Pair Corr
0.76	FSEAX	Fidelity Emerging Asia	Pair Corr
0.75	FIJFX	Materials Portfolio	Pair Corr
0.83	BMBSX	Baird Quality Interm	Pair Corr
0.72	PFRCX	Foreign Bond	Pair Corr
0.68	EPSIX	Mainstay Epoch Global	Pair Corr
0.68	FDMLX	Fidelity Series Intrinsic	Pair Corr

Related Correlations Analysis

	OASDX	KNGLX	PLCGX	FADLX	PARGX	DIDEX	PSPFX	ASVGX	TLIEX
OASDX		0.64	0.91	0.62	0.9	0.79	0.75	0.88	0.57	OASDX
KNGLX	0.64		0.27	0.9	0.87	0.92	0.89	0.84	0.93	KNGLX
PLCGX	0.91	0.27		0.29	0.65	0.49	0.47	0.65	0.21	PLCGX
FADLX	0.62	0.9	0.29		0.85	0.89	0.82	0.81	0.89	FADLX
PARGX	0.9	0.87	0.65	0.85		0.96	0.92	0.92	0.85	PARGX
DIDEX	0.79	0.92	0.49	0.89	0.96		0.93	0.89	0.93	DIDEX
PSPFX	0.75	0.89	0.47	0.82	0.92	0.93		0.84	0.87	PSPFX
ASVGX	0.88	0.84	0.65	0.81	0.92	0.89	0.84		0.74	ASVGX
TLIEX	0.57	0.93	0.21	0.89	0.85	0.93	0.87	0.74		TLIEX
	OASDX	KNGLX	PLCGX	FADLX	PARGX	DIDEX	PSPFX	ASVGX	TLIEX

Risk-Adjusted Indicators

There is a big difference between Oakhurst Mutual Fund performing well and Oakhurst Fixed 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 Oakhurst Fixed'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
OASDX	0.52	0.16	0.14	(4.42)	0.27	(0.69)	0.84	(0.81)	10.19
KNGLX	0.51	0.11	0.12	0.28	0.39	(0.61)	1.23	(0.91)	2.58
PLCGX	1.01	0.20	0.11	(5.87)	0.89	(1.24)	1.60	(1.86)	21.27
FADLX	0.07	0.00	(0.58)	0.12	0.00	(0.12)	0.20	(0.10)	0.40
PARGX	0.25	0.10	0.09	(21.74)	0.00	(0.34)	0.50	(0.41)	3.25
DIDEX	0.71	0.21	0.14	(2.22)	0.60	(0.76)	1.70	(1.36)	4.21
PSPFX	1.50	0.44	0.16	0.62	1.92	(1.54)	3.43	(3.43)	10.30
ASVGX	1.03	0.42	0.34	(1.48)	0.44	(1.28)	2.47	(1.31)	15.56
TLIEX	0.58	0.18	0.09	(1.54)	0.78	(0.63)	1.39	(0.99)	5.38

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Oakhurst Fixed Correlations

Oakhurst Fixed Correlation With Market

Very weak diversification

Moving together with Oakhurst Mutual Fund

Related Correlations Analysis

Risk-Adjusted Indicators

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