Correlation Between WisdomTree Inflation and WisdomTree Global

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

Diversification Opportunities for WisdomTree Inflation and WisdomTree Global

-0.53
  Correlation Coefficient

Excellent diversification

The 3 months correlation between WisdomTree and WisdomTree is -0.53. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Inflation Plus and WisdomTree Global Defense in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Global Defense and WisdomTree Inflation 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 WisdomTree Inflation Plus are associated (or correlated) with WisdomTree Global. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Global Defense has no effect on the direction of WisdomTree Inflation i.e., WisdomTree Inflation and WisdomTree Global go up and down completely randomly.

Pair Corralation between WisdomTree Inflation and WisdomTree Global

Given the investment horizon of 90 days WisdomTree Inflation is expected to generate 1.85 times less return on investment than WisdomTree Global. But when comparing it to its historical volatility, WisdomTree Inflation Plus is 1.88 times less risky than WisdomTree Global. It trades about 0.4 of its potential returns per unit of risk. WisdomTree Global Defense is currently generating about 0.39 of returns per unit of risk over similar time horizon. If you would invest  2,845  in WisdomTree Global Defense on September 25, 2025 and sell it today you would earn a total of  260.00  from holding WisdomTree Global Defense or generate 9.14% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

WisdomTree Inflation Plus  vs.  WisdomTree Global Defense

 Performance 
       Timeline  
WisdomTree Inflation Plus 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Inflation Plus are ranked lower than 23 (%) of all global equities and portfolios over the last 90 days. Even with relatively unsteady forward indicators, WisdomTree Inflation may actually be approaching a critical reversion point that can send shares even higher in January 2026.
WisdomTree Global Defense 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days WisdomTree Global Defense has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable technical and fundamental indicators, WisdomTree Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.

WisdomTree Inflation and WisdomTree Global Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Inflation and WisdomTree Global

The main advantage of trading using opposite WisdomTree Inflation and WisdomTree Global positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Inflation position performs unexpectedly, WisdomTree Global 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 WisdomTree Global will offset losses from the drop in WisdomTree Global's long position.
The idea behind WisdomTree Inflation Plus and WisdomTree Global Defense 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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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