Partners Value Correlations

WPVIX Fund

USD 31.15 0.56 1.77%

The current 90-days correlation between Partners Value and Partners Iii Opportunity is 0.97 (i.e., Almost no diversification). The correlation of Partners Value 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.

Partners Value Correlation With Market

Very poor diversification

The correlation between Partners Value Fund 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 Partners Value Fund and DJI in the same portfolio, assuming nothing else is changed.

Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Partners Value Fund. 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 PARTNERS Mutual Fund

0.77	SAFEX	Weitz Ultra Short	Pair Corr
0.77	WSHNX	Short Duration Income	Pair Corr
0.99	WBALX	Balanced Fund Balanced	Pair Corr
0.99	WBAIX	Weitz Balanced	Pair Corr
0.61	WCPBX	Core Plus Income	Pair Corr
0.99	WVAIX	Value Fund Value	Pair Corr
0.99	WVALX	Value Fund Value	Pair Corr
0.75	WEFIX	Short Duration Income	Pair Corr
0.71	WNTFX	Nebraska Tax Free	Pair Corr
0.98	WPOIX	Partners Iii Opportunity	Pair Corr
0.98	WPOPX	Partners Iii Opportunity	Pair Corr
1.0	WPVLX	Partners Value	Pair Corr
0.78	VTSAX	Vanguard Total Stock	Pair Corr
0.76	VFIAX	Vanguard 500 Index	Pair Corr
0.78	VTSMX	Vanguard Total Stock	Pair Corr
0.78	VITSX	Vanguard Total Stock	Pair Corr
0.78	VSMPX	Vanguard Total Stock	Pair Corr
0.79	VSTSX	Vanguard Total Stock	Pair Corr
0.76	VFINX	Vanguard 500 Index	Pair Corr
0.76	VFFSX	Vanguard 500 Index	Pair Corr
0.76	VINIX	Vanguard Institutional	Pair Corr
0.76	VIIIX	Vanguard Institutional	Pair Corr
0.75	WRHIX	Ivy High Income	Pair Corr
0.76	WHIAX	Ivy High Income	Pair Corr
0.75	IHIFX	Ivy High Income	Pair Corr
0.75	IVHIX	Ivy High Income	Pair Corr
0.78	FICKX	Fa Strategic Income	Pair Corr
0.9	RDLCX	Columbia Disciplined	Pair Corr
0.95	ACEIX	Invesco Equity And	Pair Corr
0.78	RSRFX	Reaves Select Research	Pair Corr
0.77	TEDLX	Tiaa Cref Emerging	Pair Corr
0.72	FAFWX	American Funds Retirement	Pair Corr
0.63	OGINX	Oppenheimer Gr Incm	Pair Corr
0.69	MWCPX	Metropolitan West	Pair Corr

Related Correlations Analysis

	SAFEX	WSHNX	WBALX	WBAIX	WCPBX	WCPNX	WVALX	WEFIX	WNTFX	WPOIX
SAFEX		0.99	0.79	0.79	0.87	0.84	0.69	0.98	0.92	0.69	SAFEX
WSHNX	0.99		0.79	0.79	0.92	0.89	0.68	0.99	0.95	0.68	WSHNX
WBALX	0.79	0.79		1.0	0.64	0.61	0.97	0.77	0.75	0.97	WBALX
WBAIX	0.79	0.79	1.0		0.64	0.61	0.97	0.77	0.75	0.97	WBAIX
WCPBX	0.87	0.92	0.64	0.64		0.99	0.5	0.92	0.9	0.51	WCPBX
WCPNX	0.84	0.89	0.61	0.61	0.99		0.47	0.89	0.88	0.48	WCPNX
WVALX	0.69	0.68	0.97	0.97	0.5	0.47		0.66	0.63	0.98	WVALX
WEFIX	0.98	0.99	0.77	0.77	0.92	0.89	0.66		0.95	0.65	WEFIX
WNTFX	0.92	0.95	0.75	0.75	0.9	0.88	0.63	0.95		0.59	WNTFX
WPOIX	0.69	0.68	0.97	0.97	0.51	0.48	0.98	0.65	0.59		WPOIX
	SAFEX	WSHNX	WBALX	WBAIX	WCPBX	WCPNX	WVALX	WEFIX	WNTFX	WPOIX

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Risk-Adjusted Indicators

There is a big difference between PARTNERS Mutual Fund performing well and Partners Value 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 Partners Value'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
SAFEX	0.03	0.00	0.00	0.00	0.00	0.00	0.10	0.00	0.40
WSHNX	0.05	0.01	(0.56)	3.11	0.00	(0.14)	0.08	(0.08)	0.50
WBALX	0.35	0.03	(0.01)	0.12	0.20	(0.48)	0.72	(0.60)	4.27
WBAIX	0.35	0.03	(0.01)	0.13	0.19	(0.50)	0.72	(0.59)	4.32
WCPBX	0.14	0.01	(0.22)	0.41	0.00	(0.18)	0.31	(0.21)	0.72
WCPNX	0.14	0.01	(0.22)	0.47	0.00	(0.18)	0.31	(0.31)	0.62
WVALX	1.22	0.28	0.33	0.24	0.54	(1.77)	1.62	(1.41)	32.49
WEFIX	0.05	0.01	(0.56)	(1.04)	0.00	(0.14)	0.17	(0.08)	0.58
WNTFX	0.04	0.01	0.00	3.28	0.00	0.00	0.10	0.00	0.20
WPOIX	0.71	0.02	0.01	0.08	0.64	(0.95)	1.31	(1.30)	8.95

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Partners Value Correlations

Partners Value Correlation With Market

Very poor diversification

Moving together with PARTNERS Mutual Fund

Related Correlations Analysis

Risk-Adjusted Indicators

COMMON DESTINATIONS

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