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Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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Asset Comparison and Correlation

    
Investment horizon: 
  30 Days    Login   to change
 
 AllianceBern Intl Val Adv  vs   Thornburg Core Growth R3
 Compare Fundamentals  
Daily Returns (%)
THCRX   ABIYX   
 
Assuming 30 trading days horizon, AllianceBern is expected to generate 2.67 times less return on investment than Thornburg. In addition to that, AllianceBern Intl Val Adv is as risky as Thornburg. It trades about 0.11 of its total potential returns per unit of risk. Thornburg Core Growth R3 is currently generating about 0.28 per unit of volatility. If you would invest  2,088  in Thornburg Core Growth R3 on April 25, 2013 and sell it today you would earn a total of  106.00  from holding Thornburg Core Growth R3 or generate 5.08% return on investment over 30 days.

Diversification

Very poor diversification
Overlapping area represents amount of risk that can be diversified away by holding AllianceBern Intl Val Adv and Thornburg Core Growth R3 in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.8
Parameters
Time Period1 Month [change]
DirectionPositive THCRX Moved Up vs ABIYX
StrengthStrong
Accuracy95.24%
ValuesDaily Returns
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Predicted Return Density
 
Returns   
THCRX   ABIYX   

AllianceBern Intl Val Adv

 
    
AllianceBern
Performance
5
Out Of
100
Over 30
Days
95% of all equities and portfolios perform better than AllianceBern Intl Val Adv. Compared with the overall equity markets, risk-adjusted returns on investments in AllianceBern Intl Val Adv are ranked lower than 5 (%) of all global equities and portfolios over the last 30 days.
    

Match-ups for AllianceBern

Fidelity Series International Value F vs. AllianceBern Intl Val Adv
Fidelity Series International Value vs. AllianceBern Intl Val Adv
GMO Intl Intrinsic Value IV vs. AllianceBern Intl Val Adv
GMO Intl Intrinsic Value M vs. AllianceBern Intl Val Adv
GMO Intl Intrinsic Value III vs. AllianceBern Intl Val Adv
GMO Intl Intrinsic Value II vs. AllianceBern Intl Val Adv
MFS International Value R3 vs. AllianceBern Intl Val Adv
MFS International Value R1 vs. AllianceBern Intl Val Adv
MFS International Value A vs. AllianceBern Intl Val Adv
MFS International Value R4 vs. AllianceBern Intl Val Adv
  

Thornburg Core Growth R3

 
    
Thornburg
Performance
15
Out Of
100
Over 30
Days
85% of all equities and portfolios perform better than Thornburg Core Growth R3. Compared with the overall equity markets, risk-adjusted returns on investments in Thornburg Core Growth R3 are ranked lower than 15 (%) of all global equities and portfolios over the last 30 days.
    

Match-ups for Thornburg

American Funds Growth Fund of Amer A vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer F1 vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer R3 vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer R2 vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer R6 vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer R1 vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer C vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer B vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer 529B vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer F2 vs. Thornburg Core Growth R3


 
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