Correlation Between Ab California and Federated Government

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

Diversification Opportunities for Ab California and Federated Government

0.9
  Correlation Coefficient

Almost no diversification

The 3 months correlation between ALCAX and Federated is 0.9. Overlapping area represents the amount of risk that can be diversified away by holding Ab California Portfolio and Federated Government Income in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Federated Government and Ab California 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 Ab California Portfolio are associated (or correlated) with Federated Government. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Federated Government has no effect on the direction of Ab California i.e., Ab California and Federated Government go up and down completely randomly.

Pair Corralation between Ab California and Federated Government

Assuming the 90 days horizon Ab California Portfolio is expected to generate 0.66 times more return on investment than Federated Government. However, Ab California Portfolio is 1.5 times less risky than Federated Government. It trades about 0.35 of its potential returns per unit of risk. Federated Government Income is currently generating about 0.18 per unit of risk. If you would invest  1,018  in Ab California Portfolio on August 31, 2025 and sell it today you would earn a total of  36.00  from holding Ab California Portfolio or generate 3.54% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

Ab California Portfolio  vs.  Federated Government Income

 Performance 
       Timeline  
Ab California Portfolio 

Risk-Adjusted Performance

Strong

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Ab California Portfolio are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ab California is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Federated Government 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Government Income are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Federated Government is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Ab California and Federated Government Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Ab California and Federated Government

The main advantage of trading using opposite Ab California and Federated Government positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Ab California position performs unexpectedly, Federated Government 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 Federated Government will offset losses from the drop in Federated Government's long position.
The idea behind Ab California Portfolio and Federated Government Income 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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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