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Asset Comparison and Correlation

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Investment horizon: 
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 Thornburg Core Growth R3  vs   Baron Partners Retail
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Daily Returns (%)
THCRX   BPTRX   
 
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Timeline
Assuming 30 trading days horizon, Thornburg Core Growth R3 is expected to generate 0.76 times more return on investment than Baron. However, Thornburg Core Growth R3 is 1.31 times less risky than Baron. It trades about 0.55 of its potential returns per unit of risk. Baron Partners Retail is currently generating about 0.31 per unit of risk. If you would invest  2,052  in Thornburg Core Growth R3 on April 19, 2013 and sell it today you would earn a total of  176.00  from holding Thornburg Core Growth R3 or generate 8.58% return on investment over 30 days.

Diversification

Almost no diversification
Overlapping area represents amount of risk that can be diversified away by holding Thornburg Core Growth R3 and Baron Partners Retail in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.93
Parameters
Time Period1 Month [change]
DirectionPositive BPTRX Moved Up vs THCRX
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
THCRX   BPTRX   

Thornburg Core Growth R3

Alpha
 
Profile
    
Thornburg
Performance
29
Out Of
100
Over 30
Days
?
71% of all equities and portfolios perform better than Thornburg Core Growth R3. Compared with the overall equity markets, risk-adjusted returns on investments in Thornburg Core Growth R3 are ranked lower than 29 (%) of all global equities and portfolios over the last 30 days.
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Match ups for Thornburg

American Funds Growth Fund of Amer A vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer F1 vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer R3 vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer R2 vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer R6 vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer R1 vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer C vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer B vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer 529B vs. Thornburg Core Growth R3
American Funds Growth Fund of Amer F2 vs. Thornburg Core Growth R3
  

Baron Partners Retail

Alpha
 
Profile
    
Baron
Performance
16
Out Of
100
Over 30
Days
?
84% of all equities and portfolios perform better than Baron Partners Retail. Compared with the overall equity markets, risk-adjusted returns on investments in Baron Partners Retail are ranked lower than 16 (%) of all global equities and portfolios over the last 30 days.
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Match ups for Baron

T Rowe Price MidCap Growth vs. Baron Partners Retail
T Rowe Price MidCap Growth R vs. Baron Partners Retail
T Rowe Price MidCap Growth Adv vs. Baron Partners Retail
Columbia Acorn A vs. Baron Partners Retail
Columbia Acorn Z vs. Baron Partners Retail
Columbia Acorn I vs. Baron Partners Retail
Columbia Acorn C vs. Baron Partners Retail
Columbia Acorn B vs. Baron Partners Retail
Neuberger Berman Genesis Inv vs. Baron Partners Retail
Neuberger Berman Genesis Tr vs. Baron Partners Retail


 
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