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SP 500   1,655   13.81  Index Moved Down -0.83%
FNMFO FNMFO 096770 KDDIF Hotels Semiconductor Plastics Government 
United States GSPC USD ...  |  Investing Themes


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Collecting data for ^GSPC and AIECX ...

Asset Comparison and Correlation

    
Investment horizon: 
  30 Days    Login   to change
 
 S&P 500  vs   Invesco International Growth C
Check Correlation Matrix  
Daily Returns (%)
GSPC   AIECX   
 
Assuming 30 trading days horizon, SP 500 is expected to generate 1.23 times less return on investment than Invesco. In addition to that, SP 500 is 1.02 times more volatile than Invesco International Growth C. It trades about 0.39 of its total potential returns per unit of risk. Invesco International Growth C is currently generating about 0.48 per unit of volatility. If you would invest  2,760  in Invesco International Growth C on April 23, 2013 and sell it today you would earn a total of  90.00  from holding Invesco International Growth C or generate 3.26% return on investment over 30 days.

Diversification

Very weak diversification
Overlapping area represents amount of risk that can be diversified away by holding S&P 500 and Invesco International Growth C in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.46
Parameters
Time Period1 Month [change]
DirectionPositive AIECX Moved Up vs ^GSPC
StrengthWeak
Accuracy68.18%
ValuesDaily Returns
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Predicted Return Density
 
Returns   
GSPC   AIECX   

S&P 500

 
    
SP 500
Performance
20
Out Of
100
Over 30
Days
    

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Invesco International Growth C

 
    
Invesco
Performance
26
Out Of
100
Over 30
Days
74% of all equities and portfolios perform better than Invesco International Growth C. Compared with the overall equity markets, risk-adjusted returns on investments in Invesco International Growth C are ranked lower than 26 (%) of all global equities and portfolios over the last 30 days.
    

Match ups for Invesco

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