Asset Allocation Lab

Asset Correlation Matrix

Correlation measures how closely two asset classes' monthly returns move together, from -1 (perfectly opposite) to +1 (perfectly together). Combining low- or negatively-correlated assets is the mathematical basis for diversification — see the Diversification guide.

US Large CapUS Large ValueUS Small CapUS Small Cap ValueInternational DevelopedEmerging MarketsTotal InternationalUS Total MarketUS Long-Term BondsUS Intermediate BondsUS Short-Term BondsUS Total Bond MarketTIPS (Inflation-Protected)GoldCommoditiesREITsCash
US Large Cap1.000.940.870.890.880.750.861.00-0.08-0.06-0.100.260.350.080.460.75-0.03
US Large Value0.941.000.890.930.880.720.860.94-0.13-0.12-0.130.200.280.060.480.77-0.07
US Small Cap0.870.891.000.980.780.670.770.90-0.14-0.14-0.150.190.250.000.430.75-0.09
US Small Cap Value0.890.930.981.000.830.710.820.92-0.14-0.13-0.150.200.270.040.460.80-0.08
International Developed0.880.880.780.831.000.860.990.88-0.040.00-0.000.340.400.210.520.73-0.01
Emerging Markets0.750.720.670.710.861.000.920.75-0.08-0.05-0.060.280.380.310.560.63-0.02
Total International0.860.860.770.820.990.921.000.87-0.05-0.01-0.020.330.410.240.550.72-0.01
US Total Market1.000.940.900.920.880.750.871.00-0.09-0.08-0.110.260.350.080.460.76-0.04
US Long-Term Bonds-0.08-0.13-0.14-0.14-0.04-0.08-0.05-0.091.000.920.590.830.590.26-0.330.15-0.00
US Intermediate Bonds-0.06-0.12-0.14-0.130.00-0.05-0.01-0.080.921.000.770.880.690.35-0.270.130.04
US Short-Term Bonds-0.10-0.13-0.15-0.15-0.00-0.06-0.02-0.110.590.771.000.680.500.34-0.200.010.32
US Total Bond Market0.260.200.190.200.340.280.330.260.830.880.681.000.780.40-0.070.420.06
TIPS (Inflation-Protected)0.350.280.250.270.400.380.410.350.590.690.500.781.000.470.220.450.04
Gold0.080.060.000.040.210.310.240.080.260.350.340.400.471.000.290.130.20
Commodities0.460.480.430.460.520.560.550.46-0.33-0.27-0.20-0.070.220.291.000.310.03
REITs0.750.770.750.800.730.630.720.760.150.130.010.420.450.130.311.00-0.04
Cash-0.03-0.07-0.09-0.08-0.01-0.02-0.01-0.04-0.000.040.320.060.040.200.03-0.041.00

Based on historical data. Past performance does not guarantee future results. This site is for educational purposes only and does not constitute investment advice.