Correlation Between American Beacon and Matthews Asia

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

Diversification Opportunities for American Beacon and Matthews Asia

0.94
  Correlation Coefficient

Almost no diversification

The 3 months correlation between American and Matthews is 0.94. Overlapping area represents the amount of risk that can be diversified away by holding American Beacon Bridgeway and Matthews Asia Esg in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Matthews Asia Esg and American Beacon 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 American Beacon Bridgeway are associated (or correlated) with Matthews Asia. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Matthews Asia Esg has no effect on the direction of American Beacon i.e., American Beacon and Matthews Asia go up and down completely randomly.

Pair Corralation between American Beacon and Matthews Asia

Assuming the 90 days horizon American Beacon is expected to generate 1.63 times less return on investment than Matthews Asia. But when comparing it to its historical volatility, American Beacon Bridgeway is 1.21 times less risky than Matthews Asia. It trades about 0.12 of its potential returns per unit of risk. Matthews Asia Esg is currently generating about 0.16 of returns per unit of risk over similar time horizon. If you would invest  1,345  in Matthews Asia Esg on August 13, 2025 and sell it today you would earn a total of  157.00  from holding Matthews Asia Esg or generate 11.67% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy98.44%
ValuesDaily Returns

American Beacon Bridgeway  vs.  Matthews Asia Esg

 Performance 
       Timeline  
American Beacon Bridgeway 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in American Beacon Bridgeway are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, American Beacon may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Matthews Asia Esg 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Matthews Asia Esg are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Matthews Asia may actually be approaching a critical reversion point that can send shares even higher in December 2025.

American Beacon and Matthews Asia Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with American Beacon and Matthews Asia

The main advantage of trading using opposite American Beacon and Matthews Asia positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if American Beacon position performs unexpectedly, Matthews Asia 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 Matthews Asia will offset losses from the drop in Matthews Asia's long position.
The idea behind American Beacon Bridgeway and Matthews Asia Esg 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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