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SP 500   1,656   12.74  Index Moved Down -0.76%
ETN ROK AME NJ Hybrid Mix Entertainment Conglomerates Hotels 
United States GSPC USD ...  |  Investing Opportunities


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Collecting data for ^GSPC and AGBBX ...

Asset Comparison and Correlation

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Investment horizon: 
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 S&P 500  vs   AllianceBern Growth B
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Daily Returns (%)
GSPC   AGBBX   
 
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Timeline
Assuming 30 trading days horizon, S&P 500 is expected to generate 0.95 times more return on investment than AllianceBern. However, S&P 500 is 1.06 times less risky than AllianceBern. It trades about 0.56 of its potential returns per unit of risk. AllianceBern Growth B is currently generating about 0.47 per unit of risk. If you would invest  157,878  in S&P 500 on April 22, 2013 and sell it today you would earn a total of  9,038  from holding S&P 500 or generate 5.72% return on investment over 30 days.

Diversification

Almost no diversification
Overlapping area represents amount of risk that can be diversified away by holding S&P 500 and AllianceBern Growth B in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.95
Parameters
Time Period1 Month [change]
DirectionPositive AGBBX Moved Up vs ^GSPC
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns
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Returns   
GSPC   AGBBX   

S&P 500

 
Profile
    
SP 500
Performance
30
Out Of
100
Over 30
Days
?
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AllianceBern Growth B

Alpha
 
Profile
    
AllianceBern
Performance
25
Out Of
100
Over 30
Days
?
75% of all equities and portfolios perform better than AllianceBern Growth B. Compared with the overall equity markets, risk-adjusted returns on investments in AllianceBern Growth B are ranked lower than 25 (%) of all global equities and portfolios over the last 30 days.
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Match ups for AllianceBern

American Funds Growth Fund of Amer A vs. AllianceBern Growth B
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