Correlation Between Fm Investments and WisdomTree Japan

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

Diversification Opportunities for Fm Investments and WisdomTree Japan

0.92
  Correlation Coefficient

Almost no diversification

The 3 months correlation between XFIX and WisdomTree is 0.92. Overlapping area represents the amount of risk that can be diversified away by holding Fm Investments and WisdomTree Japan SmallCap in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Japan SmallCap and Fm Investments 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 Fm Investments are associated (or correlated) with WisdomTree Japan. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Japan SmallCap has no effect on the direction of Fm Investments i.e., Fm Investments and WisdomTree Japan go up and down completely randomly.

Pair Corralation between Fm Investments and WisdomTree Japan

Given the investment horizon of 90 days Fm Investments is expected to generate 12.89 times less return on investment than WisdomTree Japan. But when comparing it to its historical volatility, Fm Investments is 12.72 times less risky than WisdomTree Japan. It trades about 0.37 of its potential returns per unit of risk. WisdomTree Japan SmallCap is currently generating about 0.37 of returns per unit of risk over similar time horizon. If you would invest  9,016  in WisdomTree Japan SmallCap on November 18, 2025 and sell it today you would earn a total of  2,069  from holding WisdomTree Japan SmallCap or generate 22.95% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy50.0%
ValuesDaily Returns

Fm Investments  vs.  WisdomTree Japan SmallCap

 Performance 
       Timeline  
Fm Investments 

Risk-Adjusted Performance

Strong

 
Weak
 
Strong
Over the last 90 days Fm Investments has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong forward indicators, Fm Investments is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors.
WisdomTree Japan SmallCap 

Risk-Adjusted Performance

Strong

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Japan SmallCap are ranked lower than 29 (%) of all global equities and portfolios over the last 90 days. Even with relatively unfluctuating technical and fundamental indicators, WisdomTree Japan revealed solid returns over the last few months and may actually be approaching a breakup point.

Fm Investments and WisdomTree Japan Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Fm Investments and WisdomTree Japan

The main advantage of trading using opposite Fm Investments and WisdomTree Japan positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Fm Investments position performs unexpectedly, WisdomTree Japan 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 Japan will offset losses from the drop in WisdomTree Japan's long position.
The idea behind Fm Investments and WisdomTree Japan SmallCap 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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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