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Asset Comparison and Correlation

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Investment horizon:

30 Days Login to change

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American Funds Fundamental Inv vs TIAACREF Real Estate Sec Retai

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Daily Returns (%)

TCREX

RFNCX

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Assuming 30 trading days horizon, American Funds Fundamental Invs R3 is expected to generate 1.04 times more return on investment than TIAACREF. However, American is 1.04 times more volatile than TIAACREF Real Estate Sec Retail. It trades about 0.69 of its potential returns per unit of risk. TIAACREF Real Estate Sec Retail is currently generating about 0.52 per unit of risk. If you would invest 4,393 in American Funds Fundamental Invs R3 on April 18, 2013 and sell it today you would earn a total of 336.00 from holding American Funds Fundamental Invs R3 or generate 7.65% return on investment over 30 days.

Diversification

Poor diversification

Overlapping area represents amount of risk that can be diversified away by holding American Funds Fundamental Inv and TIAACREF Real Estate Sec Retai in the same portfolio assuming nothing else is changed

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Correlation Coefficient

0.64

Parameters

Time Period	1 Month [change]
Direction	Positive
Strength	Significant
Accuracy	95.45%
Values	Daily Returns

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Predicted Return Density

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Returns

TCREX

RFNCX

American Funds Fundamental Invs R3

Alpha

Profile

American

Performance

36	Out Of 100

Over 30

Days

64% of all equities and portfolios perform better than American Funds Fundamental Invs R3. Compared with the overall equity markets, risk-adjusted returns on investments in American Funds Fundamental Invs R3 are ranked lower than 36 (%) of all global equities and portfolios over the last 30 days.

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TIAACREF Real Estate Sec Retail