Dimensional Retirement Correlations

Mutual Funds . USA . 
Fund . Dimensional Retirement Income
TDIFX Fund  USD 12.14  0.01  0.08%   
The current 90-days correlation between Dimensional Retirement and Siit Global Managed is 0.34 (i.e., Weak diversification). The correlation of Dimensional Retirement 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.

Dimensional Retirement Correlation With Market

Almost no diversification

The correlation between Dimensional Retirement Income 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 Dimensional Retirement Income and DJI in the same portfolio, assuming nothing else is changed.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Dimensional Retirement 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 price.

Moving together with Dimensional Mutual Fund

  0.95DIHRX Intal High RelativePairCorr
  0.93DSCGX Dfa SmallPairCorr
  0.89DURPX Us High RelativePairCorr
  0.77DFELX Enhanced Large PanyPairCorr
  0.94DFVEX Us Vector EquityPairCorr
  0.9DFUSX Us Large PanyPairCorr
  0.93DFUKX United Kingdom SmallPairCorr
  0.99VTINX Vanguard Target RetiPairCorr
  0.99LIRIX Blackrock Lifepath IdxPairCorr
  0.99LIRAX Blackrock Lfpth IdxPairCorr
  0.92JSIIX Jpmorgan SmartretirementPairCorr
  0.91JSIZX Jpmorgan SmartretirementPairCorr
  0.92JSIYX Jpmorgan SmartretirementPairCorr
  0.92JSIPX Jpmorgan SmartretirementPairCorr
  0.92JSIQX Jpmorgan SmartretirementPairCorr
  0.99FNSHX Fidelity Freedom IncomePairCorr
  0.78PFN Pimco Income StrategyPairCorr
  0.99ISWSX Voya Solution IncomePairCorr
  0.79FLCNX Fidelity ContrafundPairCorr
  0.86LSYNX Lord Abbett ShortPairCorr
  0.84PDVAX Diversified IncomePairCorr
  0.91GSBUX Goldman Sachs IncomePairCorr
  0.9MTRAX Mainstay Income BuilderPairCorr
  0.85MINJX Mfs International ValuePairCorr
  0.75HWCAX Hotchkis Wiley DiverPairCorr
  0.83AFNAX Aambahl Gaynor IncomePairCorr
  0.85FLDFX Balanced Fund RetailPairCorr
  0.81JFFAX Jpmorgan SmartretirementPairCorr
  0.87VEVCX Victory Sycamore EstPairCorr
  0.81JDSRX Perkins Small CapPairCorr

Moving against Dimensional Mutual Fund

  0.54XNBHX Neuberger Berman IntPairCorr
  0.39XNXJX Nuveen New JerseyPairCorr
  0.37XDSMX Dreyfus StrategicPairCorr
  0.32NXJ Nuveen New Jersey Potential GrowthPairCorr

Related Correlations Analysis


Risk-Adjusted Indicators

There is a big difference between Dimensional Mutual Fund performing well and Dimensional Retirement 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 Dimensional Retirement'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.

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