Rational Defensive Correlations

Mutual Funds . USA . 
Fund . Rational Defensive Growth
HSUTX Fund  USD 67.36  0.07  0.10%   
The current 90-days correlation between Rational Defensive Growth and Rational Dividend Capture is 0.08 (i.e., Significant diversification). The correlation of Rational Defensive 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.

Rational Defensive Correlation With Market

Good diversification

The correlation between Rational Defensive Growth and DJI is -0.08 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Rational Defensive Growth and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Rational Defensive Growth. 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 estimate.

Moving together with Rational Mutual Fund

  0.63RFXIX Rational Special SitPairCorr
  0.62RFXCX Rational Special SitPairCorr
  0.62RFXAX Rational Special SitPairCorr
  0.63HRSTX Rational Real StrategiesPairCorr
  0.63HRSAX Rational Real StrategiesPairCorr
  0.63HRSFX Rational Real StrategiesPairCorr
  0.97RHSAX Rational StrategicPairCorr
  1.0HSUAX Rational Defensive GrowthPairCorr
  0.97HDCAX Rational Dividend CapturePairCorr
  0.89PBXIX Rationalpier 88 ConvPairCorr
  0.85FAFGX American FundsPairCorr
  0.85FFAFX American FundsPairCorr
  0.97GFACX Growth FundPairCorr
  0.97GFAFX Growth FundPairCorr
  0.96AGTHX Growth FundPairCorr
  0.85CGFFX Growth FundPairCorr
  0.97CGFCX Growth FundPairCorr
  0.97CGFAX Growth FundPairCorr
  0.97CGFEX Growth FundPairCorr
  0.85RGAEX Growth FundPairCorr
  0.69GAAKX Gmo Alternative AlloPairCorr
  0.68GAAGX Gmo Alternative AlloPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Rational Mutual Fund performing well and Rational Defensive 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 Rational Defensive'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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