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Asset Comparison and Correlation

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Investment horizon: 
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 American Funds Washington Mutu  vs   AllianceBern Equity Income B
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Daily Returns (%)
AUIBX   CWMFX   
 
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Timeline
Assuming 30 trading days horizon, American Funds Washington Mutual 529F is expected to generate 0.95 times more return on investment than AllianceBern. However, American Funds Washington Mutual 529F is 1.06 times less risky than AllianceBern. It trades about 0.38 of its potential returns per unit of risk. AllianceBern Equity Income B is currently generating about 0.29 per unit of risk. If you would invest  3,490  in American Funds Washington Mutual 529F on April 26, 2013 and sell it today you would earn a total of  132.00  from holding American Funds Washington Mutual 529F or generate 3.78% return on investment over 30 days.

Diversification

Almost no diversification
Overlapping area represents amount of risk that can be diversified away by holding American Funds Washington Mutu and AllianceBern Equity Income B in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.95
Parameters
Time Period1 Month [change]
DirectionPositive AUIBX Moved Up vs CWMFX
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns
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Returns   
AUIBX   CWMFX   

American Funds Washington Mutual 529F

Alpha
 
Profile
    
American
Performance
20
Out Of
100
Over 30
Days
?
80% of all equities and portfolios perform better than American Funds Washington Mutual 529F. Compared with the overall equity markets, risk-adjusted returns on investments in American Funds Washington Mutual 529F are ranked lower than 20 (%) of all global equities and portfolios over the last 30 days.
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Match-ups for American

American Funds Washington Mutual R2 vs. American Funds Washington Mutual 529F
American Funds Washington Mutual R3 vs. American Funds Washington Mutual 529F
American Funds Washington Mutual R5 vs. American Funds Washington Mutual 529F
American Funds Washington Mutual 529E vs. American Funds Washington Mutual 529F
American Funds Washington Mutual F1 vs. American Funds Washington Mutual 529F
American Funds Washington Mutual C vs. American Funds Washington Mutual 529F
American Funds Washington Mutual 529B vs. American Funds Washington Mutual 529F
American Funds Washington Mutual A vs. American Funds Washington Mutual 529F
American Funds Washington Mutual R4 vs. American Funds Washington Mutual 529F
  

AllianceBern Equity Income B

Alpha
 
Profile
    
AllianceBern
Performance
15
Out Of
100
Over 30
Days
?
85% 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 15 (%) of all global equities and portfolios over the last 30 days.
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Backtest
Predict Price
    

Match-ups for AllianceBern

American Funds Washington Mutual R2 vs. AllianceBern Equity Income B
American Funds Washington Mutual R3 vs. AllianceBern Equity Income B
American Funds Washington Mutual R5 vs. AllianceBern Equity Income B
American Funds Washington Mutual 529E vs. AllianceBern Equity Income B
American Funds Washington Mutual F1 vs. AllianceBern Equity Income B
American Funds Washington Mutual C vs. AllianceBern Equity Income B
American Funds Washington Mutual 529F vs. AllianceBern Equity Income B
American Funds Washington Mutual 529B vs. AllianceBern Equity Income B
American Funds Washington Mutual A vs. AllianceBern Equity Income B
American Funds Washington Mutual R4 vs. AllianceBern Equity Income B


 
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