Correlation Between WisdomTree Managed and Dimensional Core

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

Diversification Opportunities for WisdomTree Managed and Dimensional Core

0.93
  Correlation Coefficient

Almost no diversification

The 3 months correlation between WisdomTree and Dimensional is 0.93. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Managed Futures and Dimensional Core Equity in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Dimensional Core Equity and WisdomTree Managed 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 Managed Futures are associated (or correlated) with Dimensional Core. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Dimensional Core Equity has no effect on the direction of WisdomTree Managed i.e., WisdomTree Managed and Dimensional Core go up and down completely randomly.

Pair Corralation between WisdomTree Managed and Dimensional Core

Given the investment horizon of 90 days WisdomTree Managed is expected to generate 1.35 times less return on investment than Dimensional Core. But when comparing it to its historical volatility, WisdomTree Managed Futures is 1.06 times less risky than Dimensional Core. It trades about 0.09 of its potential returns per unit of risk. Dimensional Core Equity is currently generating about 0.11 of returns per unit of risk over similar time horizon. If you would invest  3,853  in Dimensional Core Equity on November 7, 2025 and sell it today you would earn a total of  187.00  from holding Dimensional Core Equity or generate 4.85% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy98.36%
ValuesDaily Returns

WisdomTree Managed Futures  vs.  Dimensional Core Equity

 Performance 
       Timeline  
WisdomTree Managed 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Managed Futures are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable primary indicators, WisdomTree Managed is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders.
Dimensional Core Equity 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional Core Equity are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, Dimensional Core is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders.

WisdomTree Managed and Dimensional Core Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Managed and Dimensional Core

The main advantage of trading using opposite WisdomTree Managed and Dimensional Core positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Managed position performs unexpectedly, Dimensional Core 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 Dimensional Core will offset losses from the drop in Dimensional Core's long position.
The idea behind WisdomTree Managed Futures and Dimensional Core Equity 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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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