Asset Comparison and Correlation

Assuming 30 trading days horizon, American is expected to generate 1.1 times less return on investment than T Rowe. But when comparing it to its historical volatility, American Funds Washington Mutual R5 is 1.06 times less risky than T Rowe. It trades about 0.58 of its potential returns per unit of risk. T Rowe Price Equity Income is currently generating about 0.6 of returns per unit of risk over similar time horizon. If you would invest  2,925  in T Rowe Price Equity Income on April 20, 2013 and sell it today you would earn a total of  171.00  from holding T Rowe Price Equity Income or generate 5.85% return on investment over 30 days.