Investor Correlations

IVSXF Pink Sheet

USD 38.05 -2.95 -7.20%

The correlation coefficient ranges from -1 to +1 and quantifies how closely the stock co-moves with paired assets.

Investor Correlation With Market

Poor diversification

Across the chosen horizon, Investor and Dow Jones show a correlation of 0.68 and fall into the Poor diversification bucket. A 0.68 reading means Investor and Dow Jones have partial price overlap, providing moderate risk reduction when paired.

Correlation relationships for Investor highlight alignment with similar exposures. Wash sale rules may apply to substantially identical securities in certain jurisdictions.

Moving Together With Investor Pink Sheet

0.73	IVSBF	Investor AB ser	Pair Corr
0.61	SLF	Sun Life Financial	Pair Corr
0.61	GPRO	GoPro Inc Earnings Call Tomorrow	Pair Corr
0.72	MSFT	Microsoft	Pair Corr

Moving Differently From Investor Pink Sheet

0.65	CVX	Chevron Corp	Pair Corr
0.5	VZ	Verizon Communications	Pair Corr

Related Correlations Analysis

	PNXPF	PIAC	ASXSF	BGTTF	ITRX	SPUP	WSSE
PNXPF		-0.24	-0.03	-0.07	-0.11	0.0	0.0	PNXPF
PIAC	-0.24		-0.54	0.65	0.02	0.0	0.0	PIAC
ASXSF	-0.03	-0.54		-0.57	0.39	0.0	0.0	ASXSF
BGTTF	-0.07	0.65	-0.57		0.05	0.0	0.0	BGTTF
ITRX	-0.11	0.02	0.39	0.05		0.0	0.0	ITRX
SPUP	0.0	0.0	0.0	0.0	0.0		1.0	SPUP
WSSE	0.0	0.0	0.0	0.0	0.0	1.0		WSSE
	PNXPF	PIAC	ASXSF	BGTTF	ITRX	SPUP	WSSE

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

WSSE	+ 1.0	SPUP
BGTTF	+ 0.65	PIAC
ITRX	+ 0.39	ASXSF
ITRX	+ 0.05	BGTTF
ITRX	+ 0.02	PIAC
SPUP	+ 0.0	PNXPF

High negative correlations

BGTTF	- 0.57	ASXSF
ASXSF	- 0.54	PIAC
PIAC	- 0.24	PNXPF
ITRX	- 0.11	PNXPF
BGTTF	- 0.07	PNXPF
ASXSF	- 0.03	PNXPF

Risk-Adjusted Indicators

Strong recent returns in Investor Pink Sheet do not always mean Investor Company is outperforming peers on business quality. Risk-adjusted metrics help compare Investor's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and measure volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PNXPF	8.07	1.06	0.05	0.27	9.88	-34.37	26.09	-18.75	127.08
PIAC	0.45	-0.24	0.00	-1.65	0.00	0.00	0.00	0.00	15.00
ASXSF	2.06	0.27	0.05	-0.43	2.73	-3.68	5.00	-6.38	16.99
BGTTF	9.15	0.66	0.05	0.14	9.31	-23.89	13.33	-17.65	243.51
ITRX	0.44	-0.01	0.00	0.02	0.00	0.00	0.00	0.00	15.74
SPUP	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
WSSE	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00

Be Your Own Money Manager

Serious investors usually evaluate Investor AB in portfolio context because a good security can still be a weak addition if it increases concentration or unnecessary volatility. The practical goal is to remove redundancy, improve diversification, and keep risk aligned with the intended return target.

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Investor Corporate Management

Jessica Hggstrm	Head Board	Profile
Christian Cederholm	Co-Head of Patricia Industries, Nordics; Member of the Extended Management Group	Profile
Petra Hedengran	Head of Corporate Governance and Compliance, General Counsel, and Member of the Management Group	Profile
Daniel Nodhall	Head of Listed Core Investments, Member of the Management Group	Profile
Magnus Dalhammar	Head of Investor Relations	Profile
Viveka HirdmanRyrberg	Head of Corporate Relations, Sustainability and Communications; Member of the Management Group	Profile