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Asset Comparison and Correlation

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Investment horizon: 
  30 Days    Login   to change
Run Correlation
 
 Delaware TaxFree MN B  vs   Delaware TaxFree MN Intermedia
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Daily Returns (%)
DVSCX   DMOBX   
 
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Timeline
Assuming 30 trading days horizon, Delaware TaxFree MN B is expected to generate 1.13 times more return on investment than Delaware. However, Delaware is 1.13 times more volatile than Delaware TaxFree MN Intermediate C. It trades about -0.11 of its potential returns per unit of risk. Delaware TaxFree MN Intermediate C is currently generating about -0.25 per unit of risk. If you would invest  1,295  in Delaware TaxFree MN B on April 23, 2013 and sell it today you would lose (4.00) from holding Delaware TaxFree MN B or give up 0.31% of portfolio value over 30 days.

Diversification

Very poor diversification
Overlapping area represents amount of risk that can be diversified away by holding Delaware TaxFree MN B and Delaware TaxFree MN Intermedia in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.85
Parameters
Time Period1 Month [change]
DirectionPositive DVSCX Moved Up vs DMOBX
StrengthStrong
Accuracy95.24%
ValuesDaily Returns
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Returns   
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Delaware TaxFree MN B

Alpha
 
Profile
    
Delaware
Performance
0
Out Of
100
Over 30
Days
?
Over the last 30 days Delaware TaxFree MN B has generated negative risk-adjusted returns adding no value to investors with long positions.
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Backtest
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Match ups for Delaware

Franklin MN TaxFree Inc A vs. Delaware TaxFree MN B
Franklin MN TaxFree Inc C vs. Delaware TaxFree MN B
Franklin MN TaxFree Income Adv vs. Delaware TaxFree MN B
Delaware TaxFree MN C vs. Delaware TaxFree MN B
Delaware TaxFree MN A vs. Delaware TaxFree MN B
Fidelity Minnesota Municipal Income vs. Delaware TaxFree MN B
Columbia Minnesota TaxExempt Z vs. Delaware TaxFree MN B
Columbia Minnesota TaxExempt C vs. Delaware TaxFree MN B
Columbia Minnesota TaxExempt B vs. Delaware TaxFree MN B
  

Delaware TaxFree MN Intermediate C

Alpha
 
Profile
    
Delaware
Performance
0
Out Of
100
Over 30
Days
?
Over the last 30 days Delaware TaxFree MN Intermediate C has generated negative risk-adjusted returns adding no value to investors with long positions.
Check Performance
Backtest
Predict Price
    

Match ups for Delaware

Franklin MN TaxFree Inc A vs. Delaware TaxFree MN Intermediate C
Franklin MN TaxFree Inc C vs. Delaware TaxFree MN Intermediate C
Franklin MN TaxFree Income Adv vs. Delaware TaxFree MN Intermediate C
Delaware TaxFree MN C vs. Delaware TaxFree MN Intermediate C
Delaware TaxFree MN B vs. Delaware TaxFree MN Intermediate C
Delaware TaxFree MN A vs. Delaware TaxFree MN Intermediate C
Fidelity Minnesota Municipal Income vs. Delaware TaxFree MN Intermediate C
Columbia Minnesota TaxExempt Z vs. Delaware TaxFree MN Intermediate C
Columbia Minnesota TaxExempt C vs. Delaware TaxFree MN Intermediate C
Columbia Minnesota TaxExempt B vs. Delaware TaxFree MN Intermediate C


 
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