Correlation Between Multi-asset Growth and Us Small

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

Diversification Opportunities for Multi-asset Growth and Us Small

0.85
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Multi-asset and RSCRX is 0.85. Overlapping area represents the amount of risk that can be diversified away by holding Multi Asset Growth Strategy and Us Small Cap in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Us Small Cap and Multi-asset Growth 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 Multi Asset Growth Strategy are associated (or correlated) with Us Small. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Us Small Cap has no effect on the direction of Multi-asset Growth i.e., Multi-asset Growth and Us Small go up and down completely randomly.

Pair Corralation between Multi-asset Growth and Us Small

Assuming the 90 days horizon Multi-asset Growth is expected to generate 3.03 times less return on investment than Us Small. But when comparing it to its historical volatility, Multi Asset Growth Strategy is 3.09 times less risky than Us Small. It trades about 0.2 of its potential returns per unit of risk. Us Small Cap is currently generating about 0.2 of returns per unit of risk over similar time horizon. If you would invest  2,299  in Us Small Cap on November 3, 2025 and sell it today you would earn a total of  387.00  from holding Us Small Cap or generate 16.83% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Multi Asset Growth Strategy  vs.  Us Small Cap

 Performance 
       Timeline  
Multi Asset Growth 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Multi Asset Growth Strategy are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Multi-asset Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Us Small Cap 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Us Small Cap are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Us Small showed solid returns over the last few months and may actually be approaching a breakup point.

Multi-asset Growth and Us Small Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Multi-asset Growth and Us Small

The main advantage of trading using opposite Multi-asset Growth and Us Small positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Multi-asset Growth position performs unexpectedly, Us Small 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 Us Small will offset losses from the drop in Us Small's long position.
The idea behind Multi Asset Growth Strategy and Us Small Cap 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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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