Correlation Between Ab Select and Rational Dividend

Specify exactly 2 symbols:
Can any of the company-specific risk be diversified away by investing in both Ab Select and Rational Dividend 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 Select and Rational Dividend into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Ab Select Equity and Rational Dividend Capture, you can compare the effects of market volatilities on Ab Select and Rational Dividend 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 Select with a short position of Rational Dividend. Check out your portfolio center. Please also check ongoing floating volatility patterns of Ab Select and Rational Dividend.

Diversification Opportunities for Ab Select and Rational Dividend

0.93
  Correlation Coefficient

Almost no diversification

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

Pair Corralation between Ab Select and Rational Dividend

Assuming the 90 days horizon Ab Select is expected to generate 1.25 times less return on investment than Rational Dividend. But when comparing it to its historical volatility, Ab Select Equity is 1.0 times less risky than Rational Dividend. It trades about 0.16 of its potential returns per unit of risk. Rational Dividend Capture is currently generating about 0.19 of returns per unit of risk over similar time horizon. If you would invest  1,026  in Rational Dividend Capture on August 15, 2025 and sell it today you would earn a total of  78.00  from holding Rational Dividend Capture or generate 7.6% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

Ab Select Equity  vs.  Rational Dividend Capture

 Performance 
       Timeline  
Ab Select Equity 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Select Equity are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Ab Select is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Rational Dividend Capture 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Rational Dividend Capture are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Rational Dividend may actually be approaching a critical reversion point that can send shares even higher in December 2025.

Ab Select and Rational Dividend Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Ab Select and Rational Dividend

The main advantage of trading using opposite Ab Select and Rational Dividend positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Ab Select position performs unexpectedly, Rational Dividend 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 Rational Dividend will offset losses from the drop in Rational Dividend's long position.
The idea behind Ab Select Equity and Rational Dividend Capture 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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Other Complementary Tools

Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum