EdgePoint Canadian Correlations

0P0000IUYN  CAD 62.95  0.03  0.05%   
The current 90-days correlation between EdgePoint Canadian and Ninepoint Gold and is 0.51 (i.e., Very weak diversification). The correlation of EdgePoint Canadian is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

EdgePoint Canadian Correlation With Market

Very weak diversification

The correlation between EdgePoint Canadian Portfolio and DJI is 0.44 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding EdgePoint Canadian Portfolio and DJI in the same portfolio, assuming nothing else is changed.
  
The ability to find closely correlated positions to EdgePoint Canadian could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace EdgePoint Canadian when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back EdgePoint Canadian - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling EdgePoint Canadian Portfolio to buy it.

Moving together with EdgePoint Fund

  0.980P00007173 Mawer Canadian EquityPairCorr
  0.640P00007061 RBC Canadian EquityPairCorr
  0.960P0000N468 PHN Canadian EquityPairCorr
  0.83ATSX Accelerate Canadian LongPairCorr

Related Correlations Analysis


Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

0P000077R70P000071W8
NSDI0P000077R7
0P000075VF0P0000820A
0P0001AF4R0P0000820A
0P000071W80P000075VF
0P000077R70P0000820A
  

High negative correlations

CIG18006GLDE
0P0001AF4RGLDE
CIG180060P000075GQ

Risk-Adjusted Indicators

There is a big difference between EdgePoint Fund performing well and EdgePoint Canadian Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze EdgePoint Canadian's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
GLDE  1.93  0.30  0.09  0.62  2.56 
 3.87 
 13.95 
0P000075GQ  0.03  0.00  0.00  0.56  0.00 
 0.11 
 0.33 
0P0000820A  0.66  0.03 (0.06) 2.17  1.12 
 1.05 
 4.83 
0P000075VF  0.62  0.04 (0.06) 0.56  0.72 
 1.35 
 2.82 
0P0001AF4R  0.50 (0.05) 0.00 (0.02) 0.00 
 0.91 
 3.26 
CIG18006  1.04 (0.11) 0.00 (0.28) 0.00 
 1.95 
 5.72 
0P000071W8  0.55  0.02 (0.08) 0.23  0.62 
 1.20 
 3.04 
0P000077R7  0.57  0.05 (0.03) 0.36  0.64 
 1.30 
 3.23 
NSDI  0.80  0.03 (0.02) 0.16  0.80 
 1.89 
 5.04 

Be your own money manager

Our tools can tell you how much better you can do entering a position in EdgePoint Canadian without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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