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Asset Comparison and Correlation

    
Investment horizon: 
  30 Days    Login   to change
 
 American Funds EuroPacific Gr   vs   MFS Research International A
 Compare Fundamentals  
Daily Returns (%)
MRSAX   CEUEX   
 
Assuming 30 trading days horizon, American is expected to generate 1.13 times less return on investment than MFS Research. In addition to that, American is 1.08 times more volatile than MFS Research International A. It trades about 0.4 of its total potential returns per unit of risk. MFS Research International A is currently generating about 0.49 per unit of volatility. If you would invest  1,622  in MFS Research International A on April 23, 2013 and sell it today you would earn a total of  74.00  from holding MFS Research International A or generate 4.56% return on investment over 30 days.

Diversification

Poor diversification
Overlapping area represents amount of risk that can be diversified away by holding American Funds EuroPacific Gr and MFS Research International A in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.65
Parameters
Time Period1 Month [change]
DirectionPositive MRSAX Moved Up vs CEUEX
StrengthSignificant
Accuracy90.91%
ValuesDaily Returns
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Predicted Return Density
 
Returns   
MRSAX   CEUEX   

American Funds EuroPacific Gr 529E

 
    
American
Performance
22
Out Of
100
Over 30
Days
78% of all equities and portfolios perform better than American Funds EuroPacific Gr 529E. Compared with the overall equity markets, risk-adjusted returns on investments in American Funds EuroPacific Gr 529E are ranked lower than 22 (%) of all global equities and portfolios over the last 30 days.
    

Match ups for American

American Funds EuroPacific Gr B vs. American Funds EuroPacific Gr 529E
American Funds EuroPacific Gr R2 vs. American Funds EuroPacific Gr 529E
American Funds EuroPacific Gr R1 vs. American Funds EuroPacific Gr 529E
American Funds EuroPacific Gr C vs. American Funds EuroPacific Gr 529E
American Funds EuroPacific Gr 529F vs. American Funds EuroPacific Gr 529E
American Funds EuroPacific Gr F1 vs. American Funds EuroPacific Gr 529E
American Funds EuroPacific Gr R6 vs. American Funds EuroPacific Gr 529E
American Funds EuroPacific Gr 529B vs. American Funds EuroPacific Gr 529E
American Funds EuroPacific Gr A vs. American Funds EuroPacific Gr 529E
  

MFS Research International A

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

Match ups for MFS Research

American Funds EuroPacific Gr B vs. MFS Research International A
American Funds EuroPacific Gr R2 vs. MFS Research International A
American Funds EuroPacific Gr R1 vs. MFS Research International A
American Funds EuroPacific Gr 529E vs. MFS Research International A
American Funds EuroPacific Gr C vs. MFS Research International A
American Funds EuroPacific Gr 529F vs. MFS Research International A
American Funds EuroPacific Gr F1 vs. MFS Research International A
American Funds EuroPacific Gr R6 vs. MFS Research International A
American Funds EuroPacific Gr 529B vs. MFS Research International A
American Funds EuroPacific Gr A vs. MFS Research International A


 
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