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S&P 500   1,667   17.00  Index Moved Up 1.03%
WM RSG SRCL VE Marketing Air Government Banks 
United States  USA  |  Investing Themes


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Collecting data for ^GSPC and IYY ...

Asset Comparison and Correlation

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Investment horizon: 
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 S&P 500  vs   iShares Dow Jones U.S. Index
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Daily Returns (%)
IYY   GSPC   
 
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Timeline
Assuming 30 trading days horizon, SP 500 is expected to generate 1.06 times less return on investment than iShares. In addition to that, SP 500 is 1.04 times more volatile than iShares Dow Jones US Index. It trades about 0.6 of its total potential returns per unit of risk. iShares Dow Jones US Index is currently generating about 0.66 per unit of volatility. If you would invest  7,859  in iShares Dow Jones US Index on April 19, 2013 and sell it today you would earn a total of  554  from holding iShares Dow Jones US Index or generate 7.05% return on investment over 30 days.

Diversification

No risk reduction
Overlapping area represents amount of risk that can be diversified away by holding S&P 500 and iShares Dow Jones U.S. Index in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.99
Parameters
Time Period1 Month [change]
DirectionPositive IYY Moved Up vs ^GSPC
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
IYY   GSPC   

S&P 500

 
Profile
    
SP 500
Performance
33
Out Of
100
Over 30
Days
?
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iShares Dow Jones US Index

Alpha
 
Profile
    
iShares
Performance
35
Out Of
100
Over 30
Days
?
65% of all equities and portfolios perform better than iShares Dow Jones US Index. Compared with the overall equity markets, risk-adjusted returns on investments in iShares Dow Jones US Index are ranked lower than 35 (%) of all global equities and portfolios over the last 30 days.
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