Correlation Between Brompton Flaherty and First Trust

Specify exactly 2 symbols:
Can any of the company-specific risk be diversified away by investing in both Brompton Flaherty and First Trust at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining Brompton Flaherty and First Trust into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Brompton Flaherty Crumrine and First Trust Canadian, you can compare the effects of market volatilities on Brompton Flaherty and First Trust and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in Brompton Flaherty with a short position of First Trust. Check out your portfolio center. Please also check ongoing floating volatility patterns of Brompton Flaherty and First Trust.

Diversification Opportunities for Brompton Flaherty and First Trust

0.78
  Correlation Coefficient

Poor diversification

The 3 months correlation between Brompton and First is 0.78. Overlapping area represents the amount of risk that can be diversified away by holding Brompton Flaherty Crumrine and First Trust Canadian in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on First Trust Canadian and Brompton Flaherty is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on Brompton Flaherty Crumrine are associated (or correlated) with First Trust. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of First Trust Canadian has no effect on the direction of Brompton Flaherty i.e., Brompton Flaherty and First Trust go up and down completely randomly.

Pair Corralation between Brompton Flaherty and First Trust

Assuming the 90 days trading horizon Brompton Flaherty is expected to generate 5.42 times less return on investment than First Trust. But when comparing it to its historical volatility, Brompton Flaherty Crumrine is 2.09 times less risky than First Trust. It trades about 0.07 of its potential returns per unit of risk. First Trust Canadian is currently generating about 0.19 of returns per unit of risk over similar time horizon. If you would invest  6,301  in First Trust Canadian on October 23, 2025 and sell it today you would earn a total of  1,114  from holding First Trust Canadian or generate 17.68% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy99.19%
ValuesDaily Returns

Brompton Flaherty Crumrine  vs.  First Trust Canadian

 Performance 
       Timeline  
Brompton Flaherty 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Brompton Flaherty Crumrine are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Brompton Flaherty is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.
First Trust Canadian 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Canadian are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, First Trust may actually be approaching a critical reversion point that can send shares even higher in February 2026.

Brompton Flaherty and First Trust Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Brompton Flaherty and First Trust

The main advantage of trading using opposite Brompton Flaherty and First Trust positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Brompton Flaherty position performs unexpectedly, First Trust can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in First Trust will offset losses from the drop in First Trust's long position.
The idea behind Brompton Flaherty Crumrine and First Trust Canadian pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
Check out your portfolio center.
Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stocks Directory module to find actively traded stocks across global markets.

Other Complementary Tools

Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Transaction History
View history of all your transactions and understand their impact on performance
Fundamental Analysis
View fundamental data based on most recent published financial statements
Stocks Directory
Find actively traded stocks across global markets
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon