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Collecting data for VBTSX and AIFIX ...

Asset Comparison and Correlation

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Investment horizon: 
  30 Days    Login   to change
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 Vanguard Total Bond Market Ind  vs   Forward Investment Grade FxdIn
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Daily Returns (%)
AIFIX   VBTSX   
 
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Timeline
Assuming 30 trading days horizon, Vanguard Total Bond Market Index Signal is expected to generate 0.76 times more return on investment than Forward. However, Vanguard Total Bond Market Index Signal is 1.31 times less risky than Forward. It trades about -0.31 of its potential returns per unit of risk. Forward Investment Grade FxdInc Instl is currently generating about -0.29 per unit of risk. If you would invest  1,107  in Vanguard Total Bond Market Index Signal on April 21, 2013 and sell it today you would lose (11.00) from holding Vanguard Total Bond Market Index Signal or give up 0.99% of portfolio value over 30 days.

Diversification

Poor diversification
Overlapping area represents amount of risk that can be diversified away by holding Vanguard Total Bond Market Ind and Forward Investment Grade FxdIn in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.65
Parameters
Time Period1 Month [change]
DirectionPositive AIFIX Moved Up vs VBTSX
StrengthSignificant
Accuracy76.19%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
AIFIX   VBTSX   

Vanguard Total Bond Market Index Signal

Alpha
 
Profile
    
Vanguard
Performance
0
Out Of
100
Over 30
Days
?
Over the last 30 days Vanguard Total Bond Market Index Signal 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 Signal
PIMCO Total Return B vs. Vanguard Total Bond Market Index Signal
PIMCO Total Return Admin vs. Vanguard Total Bond Market Index Signal
PIMCO Total Return C vs. Vanguard Total Bond Market Index Signal
PIMCO Total Return D vs. Vanguard Total Bond Market Index Signal
PIMCO Total Return R vs. Vanguard Total Bond Market Index Signal
PIMCO Total Return A vs. Vanguard Total Bond Market Index Signal
PIMCO Total Return P vs. Vanguard Total Bond Market Index Signal
Vanguard Total Bond Market Index Inv vs. Vanguard Total Bond Market Index Signal
Vanguard Total Bond Market Index Adm vs. Vanguard Total Bond Market Index Signal
  

Forward Investment Grade FxdInc Instl

Alpha
 
Profile
    
Forward
Performance
0
Out Of
100
Over 30
Days
?
Over the last 30 days Forward Investment Grade FxdInc Instl has generated negative risk-adjusted returns adding no value to investors with long positions.
Check Performance
Backtest
Predict Price
    

Match ups for Forward

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


 
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