Correlation Between Ab Municipal and Persimmon Long/short

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

Diversification Opportunities for Ab Municipal and Persimmon Long/short

0.26
  Correlation Coefficient

Modest diversification

The 3 months correlation between AUNTX and PERSIMMON is 0.26. Overlapping area represents the amount of risk that can be diversified away by holding Ab Municipal Bond and Persimmon Longshort Fund in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Persimmon Long/short and Ab Municipal 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 Municipal Bond are associated (or correlated) with Persimmon Long/short. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Persimmon Long/short has no effect on the direction of Ab Municipal i.e., Ab Municipal and Persimmon Long/short go up and down completely randomly.

Pair Corralation between Ab Municipal and Persimmon Long/short

Assuming the 90 days horizon Ab Municipal is expected to generate 2.89 times less return on investment than Persimmon Long/short. But when comparing it to its historical volatility, Ab Municipal Bond is 5.17 times less risky than Persimmon Long/short. It trades about 0.19 of its potential returns per unit of risk. Persimmon Longshort Fund is currently generating about 0.1 of returns per unit of risk over similar time horizon. If you would invest  1,665  in Persimmon Longshort Fund on September 4, 2025 and sell it today you would earn a total of  66.00  from holding Persimmon Longshort Fund or generate 3.96% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy98.44%
ValuesDaily Returns

Ab Municipal Bond  vs.  Persimmon Longshort Fund

 Performance 
       Timeline  
Ab Municipal Bond 

Risk-Adjusted Performance

Good

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

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Persimmon Longshort Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Persimmon Long/short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Ab Municipal and Persimmon Long/short Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Ab Municipal and Persimmon Long/short

The main advantage of trading using opposite Ab Municipal and Persimmon Long/short positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Ab Municipal position performs unexpectedly, Persimmon Long/short 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 Persimmon Long/short will offset losses from the drop in Persimmon Long/short's long position.
The idea behind Ab Municipal Bond and Persimmon Longshort Fund 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 ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.

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