Correlation Between First Trust and Rbb Fund

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Can any of the company-specific risk be diversified away by investing in both First Trust and Rbb Fund 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 First Trust and Rbb Fund into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between First Trust California and Rbb Fund , you can compare the effects of market volatilities on First Trust and Rbb Fund 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 First Trust with a short position of Rbb Fund. Check out your portfolio center. Please also check ongoing floating volatility patterns of First Trust and Rbb Fund.

Diversification Opportunities for First Trust and Rbb Fund

-0.23
  Correlation Coefficient

Very good diversification

The 3 months correlation between First and Rbb is -0.23. Overlapping area represents the amount of risk that can be diversified away by holding First Trust California and Rbb Fund in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Rbb Fund and First Trust 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 First Trust California are associated (or correlated) with Rbb Fund. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Rbb Fund has no effect on the direction of First Trust i.e., First Trust and Rbb Fund go up and down completely randomly.

Pair Corralation between First Trust and Rbb Fund

Given the investment horizon of 90 days First Trust California is expected to generate 0.48 times more return on investment than Rbb Fund. However, First Trust California is 2.1 times less risky than Rbb Fund. It trades about 0.24 of its potential returns per unit of risk. Rbb Fund is currently generating about -0.01 per unit of risk. If you would invest  4,896  in First Trust California on November 8, 2025 and sell it today you would earn a total of  79.00  from holding First Trust California or generate 1.61% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

First Trust California  vs.  Rbb Fund

 Performance 
       Timeline  
First Trust California 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust California are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, First Trust is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors.
Rbb Fund 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Rbb Fund has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy technical and fundamental indicators, Rbb Fund is not utilizing all of its potentials. The newest stock price disarray, may contribute to short-term losses for the investors.

First Trust and Rbb Fund Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First Trust and Rbb Fund

The main advantage of trading using opposite First Trust and Rbb Fund positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if First Trust position performs unexpectedly, Rbb Fund 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 Rbb Fund will offset losses from the drop in Rbb Fund's long position.
The idea behind First Trust California and Rbb Fund 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.
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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 Equity Valuation module to check real value of public entities based on technical and fundamental data.

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