Carillon Chartwell Correlations

Mutual Funds . USA . 
Fund . Carillon Chartwell Small
CWSHX Fund   14.12  0.11  0.77%   
The current 90-days correlation between Carillon Chartwell Small and Small Pany Growth is 0.59 (i.e., Very weak diversification). The correlation of Carillon Chartwell 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.

Carillon Chartwell Correlation With Market

Poor diversification

The correlation between Carillon Chartwell Small and DJI is 0.71 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Carillon Chartwell Small and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Carillon Chartwell Small. 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 rate.

Moving together with Carillon Mutual Fund

  0.83CWFCX Carillon Chartwell ShortPairCorr
  0.86CWFAX Chartwell Short DurationPairCorr
  0.85CWFRX Carillon Chartwell ShortPairCorr
  0.81HIGJX Eagle Growth IncomePairCorr
  0.82HIGUX Eagle Growth IncomePairCorr
  1.0CWSIX Chartwell Small CapPairCorr
  1.0CWSCX Carillon Chartwell Small Potential GrowthPairCorr
  0.93CWSAX Carillon Chartwell SmallPairCorr
  1.0CWSWX Carillon Chartwell SmallPairCorr
  0.8UMBMX Scout Mid CapPairCorr
  0.77BERGX Carillon Chartwell RealPairCorr
  0.96BERBX Carillon Chartwell MidPairCorr
  0.8HRCIX Eagle Capital ApprecPairCorr
  0.91HRCPX Eagle Capital ApprecPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Carillon Mutual Fund performing well and Carillon Chartwell 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 Carillon Chartwell'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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