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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 data as of 2024-03-28 11:24 am ET (10 min updates).

  cGroupFundsTrad.RSf Today5 Days1 Mth3 Mths 6 Mths1 Year
Crypto/Blkchain 23 22 98.91 3.28 7.43 13.80 32.21 139.24 157.21
Technology 115 102 77.32 0.26 -0.01 3.14 8.03 27.29 36.57
Financial 32 26 73.71 0.26 0.81 5.04 6.68 24.24 28.51
Industrial 68 63 68.47 0.16 0.72 4.44 7.07 20.36 24.14
US Brd Mkt 516 489 67.41 0.22 0.42 3.43 7.30 20.22 26.94
Consum Discr 127 109 64.26 0.51 1.15 4.69 4.89 20.94 25.66
Devlpd x/US 280 271 52.73 -0.03 0.34 3.66 4.86 15.59 17.48
Energy 65 53 51.40 0.63 0.76 6.56 6.51 0.64 15.50
n/c 517 471 47.47 0.18 0.35 2.77 4.34 14.39 16.87
Health Care 44 38 45.68 0.35 1.20 0.02 5.36 15.97 12.37
Consum Stpl 45 44 44.84 0.34 1.05 4.40 4.19 13.68 11.57
Materials 37 33 37.81 0.34 0.73 6.48 0.84 8.43 6.22
Utilities 15 12 36.44 0.44 2.12 5.72 3.92 11.16 7.52
Emerg Mkts 144 127 35.64 0.47 -0.21 2.30 2.23 8.45 8.63
Metals 36 26 33.76 1.29 2.17 13.95 0.56 14.31 1.26
Real Estate 37 32 30.78 0.63 0.85 3.36 -2.67 14.80 12.06
Agriculture 6 6 29.94 0.08 -0.02 2.68 0.43 -2.52 0.26
Volatility 6 4 25.62 0.18 -0.58 -0.44 -3.09 -10.28 -21.39
Fixed Income 350 334 22.14 -0.01 0.28 1.00 0.22 6.72 4.71
Currency 12 8 14.35 0.03 -0.08 -0.07 -1.55 1.91 1.04

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 data as of 2024-03-28 11:24 am ET (10 min updates).

Symbol 03/2803/2103/1403/0702/2902/2202/1402/0701/3101/2401/1701/0901/02
Crypto/Blkchain 98.998.999.199.099.098.798.695.995.994.498.599.399.3
Technology 77.378.379.380.981.681.383.682.781.282.479.279.577.8
Financial 73.770.066.164.267.266.568.963.674.276.772.075.977.8
Industrial 68.567.666.066.268.466.365.965.564.163.059.761.764.5
US Brd Mkt 67.467.567.367.468.168.268.169.268.068.167.865.463.8
Consum Discr 64.362.859.763.368.664.269.360.566.969.063.569.374.2
Devlpd x/US 52.753.654.256.051.352.349.551.251.251.447.654.953.3
Energy 51.451.152.633.831.731.321.019.620.016.716.518.421.8
n/c 47.548.048.148.248.448.348.549.148.548.348.947.947.6
Health Care 45.745.044.352.457.755.857.349.348.343.343.148.643.0
Consum Stpl 44.840.538.338.738.537.033.132.135.234.937.742.243.1
Materials 37.836.836.233.830.429.327.526.726.126.323.230.635.8
Utilities 36.422.918.325.418.916.016.916.618.617.220.331.035.3
Emerg Mkts 35.638.039.738.636.239.938.037.832.433.629.535.337.5
Metals 33.828.637.729.113.014.713.015.413.112.015.019.939.4
Real Estate 30.824.524.728.732.232.731.927.743.149.053.465.373.2
Agriculture 29.925.624.116.215.714.416.519.417.819.812.610.69.1
Volatility 25.626.724.323.625.225.525.927.925.028.025.524.519.1
Fixed Income 22.123.524.125.226.627.430.232.933.431.239.030.328.3
Currency 14.315.615.615.216.516.818.920.218.719.925.319.418.7

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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