Correlation Between Alliancebernstein and Liberty All

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

Diversification Opportunities for Alliancebernstein and Liberty All

-0.22
  Correlation Coefficient

Very good diversification

The 3 months correlation between Alliancebernstein and Liberty is -0.22. Overlapping area represents the amount of risk that can be diversified away by holding Alliancebernstein National Mun and Liberty All Star in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Liberty All Star and Alliancebernstein 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 Alliancebernstein National Municipal are associated (or correlated) with Liberty All. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Liberty All Star has no effect on the direction of Alliancebernstein i.e., Alliancebernstein and Liberty All go up and down completely randomly.

Pair Corralation between Alliancebernstein and Liberty All

Considering the 90-day investment horizon Alliancebernstein National Municipal is expected to under-perform the Liberty All. But the fund apears to be less risky and, when comparing its historical volatility, Alliancebernstein National Municipal is 3.68 times less risky than Liberty All. The fund trades about -0.23 of its potential returns per unit of risk. The Liberty All Star is currently generating about 0.01 of returns per unit of risk over similar time horizon. If you would invest  534.00  in Liberty All Star on September 13, 2025 and sell it today you would earn a total of  1.00  from holding Liberty All Star or generate 0.19% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Alliancebernstein National Mun  vs.  Liberty All Star

 Performance 
       Timeline  
Alliancebernstein 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Alliancebernstein National Municipal are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong technical and fundamental indicators, Alliancebernstein is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
Liberty All Star 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Liberty All Star has generated negative risk-adjusted returns adding no value to fund investors. Despite nearly stable basic indicators, Liberty All is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders.

Alliancebernstein and Liberty All Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Alliancebernstein and Liberty All

The main advantage of trading using opposite Alliancebernstein and Liberty All positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Alliancebernstein position performs unexpectedly, Liberty All 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 Liberty All will offset losses from the drop in Liberty All's long position.
The idea behind Alliancebernstein National Municipal and Liberty All Star 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 Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.

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