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Asset Comparison and Correlation

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Investment horizon: 
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 Nuveen Strategic Income C  vs   Vanguard Total Bond Market Ind
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Daily Returns (%)
VBTLX   FCBCX   
 
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Timeline
Assuming 30 trading days horizon, Nuveen Strategic Income C is expected to generate 0.94 times more return on investment than Vanguard. However, Nuveen Strategic Income C is 1.07 times less risky than Vanguard. It trades about 0.13 of its potential returns per unit of risk. Vanguard Total Bond Market Index Adm is currently generating about -0.31 per unit of risk. If you would invest  1,152  in Nuveen Strategic Income C on April 21, 2013 and sell it today you would earn a total of  4.00  from holding Nuveen Strategic Income C or generate 0.35% return on investment over 30 days.

Diversification

Very weak diversification
Overlapping area represents amount of risk that can be diversified away by holding Nuveen Strategic Income C and Vanguard Total Bond Market Ind in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.57
Parameters
Time Period1 Month [change]
DirectionPositive VBTLX Moved Up vs FCBCX
StrengthWeak
Accuracy95.45%
ValuesDaily Returns
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Returns   
VBTLX   FCBCX   

Nuveen Strategic Income C

Alpha
 
Profile
    
Nuveen
Performance
7
Out Of
100
Over 30
Days
?
93% of all equities and portfolios perform better than Nuveen Strategic Income C. Compared with the overall equity markets, risk-adjusted returns on investments in Nuveen Strategic Income C are ranked lower than 7 (%) of all global equities and portfolios over the last 30 days.
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Match ups for Nuveen

PIMCO Total Return Instl vs. Nuveen Strategic Income C
PIMCO Total Return B vs. Nuveen Strategic Income C
PIMCO Total Return Admin vs. Nuveen Strategic Income C
PIMCO Total Return C vs. Nuveen Strategic Income C
PIMCO Total Return D vs. Nuveen Strategic Income C
PIMCO Total Return R vs. Nuveen Strategic Income C
PIMCO Total Return A vs. Nuveen Strategic Income C
PIMCO Total Return P vs. Nuveen Strategic Income C
Vanguard Total Bond Market Index Inv vs. Nuveen Strategic Income C
Vanguard Total Bond Market Index Adm vs. Nuveen Strategic Income C
  

Vanguard Total Bond Market Index Adm

Alpha
 
Profile
    
Vanguard
Performance
0
Out Of
100
Over 30
Days
?
Over the last 30 days Vanguard Total Bond Market Index Adm has generated negative risk-adjusted returns adding no value to investors with long positions.
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Match ups for Vanguard

PIMCO Total Return Instl vs. Vanguard Total Bond Market Index Adm
PIMCO Total Return B vs. Vanguard Total Bond Market Index Adm
PIMCO Total Return Admin vs. Vanguard Total Bond Market Index Adm
PIMCO Total Return C vs. Vanguard Total Bond Market Index Adm
PIMCO Total Return D vs. Vanguard Total Bond Market Index Adm
PIMCO Total Return R vs. Vanguard Total Bond Market Index Adm
PIMCO Total Return A vs. Vanguard Total Bond Market Index Adm
PIMCO Total Return P vs. Vanguard Total Bond Market Index Adm
Vanguard Total Bond Market Index Inv vs. Vanguard Total Bond Market Index Adm


 
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