IGM Financial Correlations

IGIFF Stock  USD 43.61  1.81  3.99%   
The current 90-days correlation between IGM Financial and St Jamess Place is -0.1 (i.e., Good diversification). The correlation of IGM Financial 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.

IGM Financial Correlation With Market

Modest diversification

The correlation between IGM Financial and DJI is 0.24 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding IGM Financial and DJI in the same portfolio, assuming nothing else is changed.
  
The ability to find closely correlated positions to IGM Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IGM Financial 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 IGM Financial - 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 IGM Financial to buy it.

Moving together with IGM Pink Sheet

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  0.83PPERY Bank Mandiri PerseroPairCorr
  0.75DDS Dillards,PairCorr
  0.81CRRFY Carrefour SA PKPairCorr
  0.77ZPTA Zapata Computing Holdings Tech BoostPairCorr
  0.66TEO Telecom ArgentinaPairCorr
  0.71PHAR Pharming Group NVPairCorr
  0.62CHACR Crane Harbor AcquisitionPairCorr
  0.83DNLMY Dunelm Group PLCPairCorr
  0.85BAC Bank of AmericaPairCorr
  0.85REGN Regeneron PharmaceuticalsPairCorr
  0.87NOEM CO2 Energy TransitionPairCorr
  0.64ULTA Ulta BeautyPairCorr
  0.62BLMC Biloxi Marsh LandsPairCorr
  0.84RLMD Relmada TherapeuticsPairCorr
  0.93GM General Motors Sell-off TrendPairCorr
  0.94AAL American AirlinesPairCorr
  0.92APGE Apogee Therapeutics,PairCorr

Moving against IGM Pink Sheet

  0.43CYPS Cyclo3pssPairCorr
  0.35BKRKF PT Bank RakyatPairCorr
  0.5612532HAF1 GIBACN 23 14PairCorr
  0.51WOLF Wolfspeed,PairCorr

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

MGPUFAGRPY
SFNXFICGUF
ISDAFAGRPY
MGPUFISDAF
MGPUFSTJPF
AGRPYSTJPF
  

High negative correlations

ISDAFICGUF
AGRPYICGUF
ISDAFSFNXF
MGPUFICGUF
AGRPYSFNXF
MGPUFSFNXF

Risk-Adjusted Indicators

There is a big difference between IGM Pink Sheet performing well and IGM Financial Company 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 IGM Financial'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
STJPF  2.32  0.71  0.00  1.25  0.00 
 7.39 
 59.23 
ICGUF  0.12 (0.07) 0.00  1.19  0.00 
 0.00 
 2.58 
SHNWF  0.60  0.08  0.00 (0.16) 0.00 
 0.00 
 13.69 
SFNXF  0.29 (0.11) 0.00  0.55  0.00 
 0.00 
 8.03 
BPHLF  7.62  0.57  0.00  1.03  0.00 
 20.32 
 28.58 
CCGDF  5.00  1.76  0.00 (2.93) 0.00 
 18.34 
 91.05 
AGRPY  1.37  0.53  0.24 (2.80) 0.68 
 4.74 
 9.05 
ISDAF  0.14  0.02  0.00  0.95  0.00 
 0.00 
 4.56 
IAUGF  1.87  0.19  0.00  0.25  0.00 
 3.54 
 52.71 
MGPUF  0.65  0.19  0.00 (6.35) 0.00 
 2.43 
 11.14 

Be your own money manager

Our tools can tell you how much better you can do entering a position in IGM Financial 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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IGM Financial Corporate Executives

Elected by the shareholders, the IGM Financial's board of directors comprises two types of representatives: IGM Financial inside directors who are chosen from within the company, and outside directors, selected externally and held independent of IGM. The board's role is to monitor IGM Financial's management team and ensure that shareholders' interests are well served. IGM Financial's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, IGM Financial's outside directors are responsible for providing unbiased perspectives on the board's policies.