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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 Monday's Closing data.

  cGroupFundsTrad.RSf 1 Day5 Days1 Mth3 Mths 6 Mths1 Year
Crypto/Blkchain 23 22 99.11 -2.95 -6.28 19.97 36.95 105.66 148.40
Technology 122 108 77.35 0.55 -0.69 0.68 8.14 19.47 32.90
US Brd Mkt 601 572 67.49 0.32 0.03 1.64 6.40 13.29 23.57
Industrial 74 69 64.79 0.02 -0.36 1.77 5.22 12.54 20.19
Financial 34 28 59.84 -0.03 -0.78 1.18 2.57 13.82 19.90
Energy 65 53 56.31 0.58 2.29 5.60 6.53 -1.40 16.40
Consum Discr 128 110 55.59 -0.19 -0.83 -0.36 2.55 11.74 19.13
Devlpd x/US 331 320 52.89 0.08 0.12 2.69 4.71 9.21 16.06
n/c 673 618 48.51 0.18 -0.12 1.72 4.06 8.91 15.30
Health Care 47 41 42.95 -0.13 -1.45 -0.97 6.02 8.55 7.61
Consum Stpl 46 44 38.13 0.12 -0.41 2.17 2.29 6.80 8.73
Emerg Mkts 156 135 37.65 0.18 -0.21 2.57 2.73 4.45 9.73
Materials 37 33 37.15 0.02 0.47 4.10 1.18 1.32 6.02
Metals 38 26 32.57 -0.60 0.02 8.97 0.88 5.40 4.93
Agriculture 6 6 28.86 0.50 1.09 3.17 -0.67 -4.88 1.29
Volatility 6 4 27.33 -0.57 -0.38 -0.07 0.06 -6.37 -22.29
Fixed Income 400 378 25.92 -0.02 -0.61 0.35 0.26 4.42 4.33
Currency 13 9 19.35 -0.08 -0.41 0.32 -0.42 1.84 2.54
Utilities 15 12 18.79 0.29 -0.91 2.73 -0.91 1.50 2.14
Real Estate 40 35 15.97 -0.14 -2.19 -0.32 -4.84 3.43 5.19

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 Monday's Closing data.

Symbol 03/1803/1103/0402/2602/1602/0902/0201/2601/1901/1101/0412/2712/19
Crypto/Blkchain 99.199.199.198.898.797.894.893.897.599.299.499.399.2
Technology 77.481.581.882.182.383.582.482.081.479.475.781.882.5
US Brd Mkt 67.567.768.167.967.768.568.767.667.766.562.563.165.5
Industrial 64.866.367.566.965.765.865.165.662.162.063.764.766.6
Financial 59.862.961.661.664.062.966.371.468.171.774.569.072.9
Energy 56.340.031.129.828.523.419.020.914.717.427.220.828.8
Consum Discr 55.662.167.466.067.368.566.471.266.667.271.776.275.5
Devlpd x/US 52.952.450.551.949.949.250.349.948.650.956.054.250.5
n/c 48.548.048.248.348.348.348.247.748.348.147.247.648.1
Health Care 42.951.856.459.459.153.048.445.039.544.941.936.426.0
Consum Stpl 38.139.937.535.633.933.737.237.934.539.342.637.437.3
Emerg Mkts 37.638.937.739.038.036.033.733.132.132.538.937.537.3
Materials 37.233.930.030.429.628.327.328.124.526.736.839.137.6
Metals 32.633.318.814.716.915.512.812.214.818.329.647.539.9
Agriculture 28.920.316.314.915.120.417.716.615.512.910.510.911.9
Volatility 27.322.825.725.325.526.027.725.527.726.519.019.519.8
Fixed Income 25.924.826.527.329.630.331.830.734.533.428.228.329.5
Currency 19.415.216.317.618.319.919.319.321.621.920.121.621.7
Utilities 18.822.122.215.016.816.318.217.518.420.134.121.319.3
Real Estate 16.030.835.528.129.831.840.052.451.158.365.368.957.3

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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