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S&P 500   1,667   17.00  Index Moved Up 1.03%
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United States  USA  |  Screen Global Equities


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Collecting data for ^GSPC and AUIBX ...

Asset Comparison and Correlation

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 S&P 500  vs   AllianceBern Equity Income B
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Daily Returns (%)
GSPC   AUIBX   
 
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Timeline
Assuming 30 trading days horizon, S&P 500 is expected to generate 1.06 times more return on investment than AllianceBern. However, SP 500 is 1.06 times more volatile than AllianceBern Equity Income B. It trades about 0.6 of its potential returns per unit of risk. AllianceBern Equity Income B is currently generating about 0.56 per unit of risk. If you would invest  156,250  in S&P 500 on April 19, 2013 and sell it today you would earn a total of  10,497  from holding S&P 500 or generate 6.72% return on investment over 30 days.

Diversification

Very poor diversification
Overlapping area represents amount of risk that can be diversified away by holding S&P 500 and AllianceBern Equity Income B in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.8
Parameters
Time Period1 Month [change]
DirectionPositive AUIBX Moved Up vs ^GSPC
StrengthStrong
Accuracy76.19%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
GSPC   AUIBX   

S&P 500

 
Profile
    
SP 500
Performance
33
Out Of
100
Over 30
Days
?
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AllianceBern Equity Income B

Alpha
 
Profile
    
AllianceBern
Performance
30
Out Of
100
Over 30
Days
?
70% of all equities and portfolios perform better than AllianceBern Equity Income B. Compared with the overall equity markets, risk-adjusted returns on investments in AllianceBern Equity Income B are ranked lower than 30 (%) of all global equities and portfolios over the last 30 days.
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Match ups for AllianceBern

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