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Performance by Correlated Group

These fund groupings are derived from a combination of fund details and price correlation, and therefore will in a few cases be non-intuitive to the fund name. They do, however, generally reflect what funds are moving in a related pattern within the dynamic marketplace. These groupings are recalculated periodically and performance numbers are current with the site. See below for more detail.

 
Viewing Friday's Closing data.

  cGroupFundsTrad.RSf 1 Day5 Days1 Mth3 Mths 6 Mths1 Year
Crypto/Blkchain 23 22 98.86 -0.87 1.66 -8.46 42.74 71.29 110.59
Metals 38 26 79.51 0.20 -1.08 9.00 17.16 19.22 7.34
Technology 122 108 74.19 1.55 4.51 -4.07 3.37 26.40 31.47
Financial 34 28 66.36 -0.27 1.12 -2.42 2.46 23.43 23.45
Industrial 73 68 66.20 0.37 1.74 -3.34 4.33 21.41 20.06
US Brd Mkt 601 572 63.24 0.67 2.14 -2.85 3.44 19.38 20.86
Energy 65 53 61.74 -0.07 1.22 2.33 8.43 5.37 17.21
Consum Discr 127 109 61.39 0.69 2.45 -4.19 2.44 22.49 21.20
Devlpd x/US 329 319 50.27 0.79 2.16 -2.28 3.25 17.17 11.16
Materials 37 33 48.89 0.81 0.95 -0.40 6.18 13.92 5.52
n/c 668 613 47.86 0.60 1.66 -1.66 3.07 14.39 13.07
Utilities 15 12 47.55 -0.63 1.43 1.11 7.43 13.69 5.15
Emerg Mkts 152 134 45.36 1.20 3.21 0.77 4.99 12.76 9.36
Consum Stpl 46 44 42.39 -0.08 0.99 -1.86 2.59 14.23 7.58
Agriculture 6 6 31.51 -0.20 1.43 2.06 2.96 -0.57 0.02
Health Care 47 41 27.18 1.03 1.59 -7.61 -2.35 16.42 0.67
Fixed Income 396 377 22.75 0.20 0.18 -1.58 -0.49 6.51 2.38
Volatility 6 4 20.65 -0.79 -4.95 -0.52 -1.87 -13.89 -21.80
Currency 13 9 17.78 -0.11 0.18 -0.42 -0.78 1.67 0.79
Real Estate 40 35 17.16 0.21 1.46 -5.12 -4.26 14.13 3.43

The dynamics of Relative Strength are illustraded below for the past quarter. From this you can visualize which funds are improving on a relative basis and which are deteriorating.

5-day Intervals
Viewing Friday's Closing data.

Symbol 04/2604/1904/1204/0503/2803/2103/1403/0702/2902/2202/1402/0701/31
Crypto/Blkchain 98.999.095.898.498.998.999.199.099.098.798.695.995.9
Metals 79.585.877.969.335.128.637.729.113.014.713.015.413.1
Technology 74.264.074.776.276.577.979.081.181.581.383.882.781.2
Financial 66.467.363.367.270.365.962.260.363.262.664.960.169.9
Industrial 66.266.765.366.568.767.666.266.868.967.066.666.264.7
US Brd Mkt 63.262.965.764.967.567.367.267.468.168.168.068.867.7
Energy 61.769.368.165.552.651.152.633.831.731.321.019.620.0
Consum Discr 61.456.258.362.864.362.959.963.368.764.469.360.667.0
Devlpd x/US 50.349.948.351.651.552.452.954.750.451.048.750.250.0
Materials 48.952.945.645.338.436.836.233.830.429.327.526.726.1
n/c 47.948.649.148.047.748.148.348.348.648.548.549.048.3
Utilities 47.550.332.935.438.022.918.325.418.916.016.916.618.6
Emerg Mkts 45.440.638.139.235.438.139.938.836.339.938.037.732.4
Consum Stpl 42.445.736.939.345.240.538.338.738.537.033.132.135.2
Agriculture 31.533.732.731.730.825.624.116.215.714.416.519.417.8
Health Care 27.223.629.935.644.944.744.252.657.355.857.450.048.6
Fixed Income 22.827.726.022.622.423.824.525.626.827.830.633.433.7
Volatility 20.626.726.623.125.526.724.323.625.225.525.927.925.0
Currency 17.821.719.915.414.315.716.315.616.617.119.420.318.9
Real Estate 17.210.413.220.631.124.223.927.931.532.231.426.742.5

About Correlated Groups

Note that some funds will be assigned a group that looks inappropriate. Often there is an economic reason for the fund to track the assigned group but sometimes, especially with low volume funds, the fund may not have strong correlation with any group.

The statistics above reflect the average of all traditional funds in the group. This excludes the effect of short and leveraged funds of which some groups have more than others. The number of traditional funds is in the Trad column above, where the Funds column is the total number of funds in the group.



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