Correlation Between Sterling Capital and First Eagle

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

Diversification Opportunities for Sterling Capital and First Eagle

0.82
  Correlation Coefficient

Very poor diversification

The 3 months correlation between STERLING and First is 0.82. Overlapping area represents the amount of risk that can be diversified away by holding Sterling Capital Ultra and First Eagle Fund in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on First Eagle Fund and Sterling Capital 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 Sterling Capital Ultra are associated (or correlated) with First Eagle. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of First Eagle Fund has no effect on the direction of Sterling Capital i.e., Sterling Capital and First Eagle go up and down completely randomly.

Pair Corralation between Sterling Capital and First Eagle

Assuming the 90 days horizon Sterling Capital Ultra is expected to generate 0.13 times more return on investment than First Eagle. However, Sterling Capital Ultra is 7.8 times less risky than First Eagle. It trades about 0.21 of its potential returns per unit of risk. First Eagle Fund is currently generating about -0.04 per unit of risk. If you would invest  984.00  in Sterling Capital Ultra on August 10, 2025 and sell it today you would earn a total of  4.00  from holding Sterling Capital Ultra or generate 0.41% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Sterling Capital Ultra  vs.  First Eagle Fund

 Performance 
       Timeline  
Sterling Capital Ultra 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Sterling Capital Ultra are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Sterling Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
First Eagle Fund 

Risk-Adjusted Performance

Good

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

Sterling Capital and First Eagle Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Sterling Capital and First Eagle

The main advantage of trading using opposite Sterling Capital and First Eagle positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Sterling Capital position performs unexpectedly, First Eagle 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 First Eagle will offset losses from the drop in First Eagle's long position.
The idea behind Sterling Capital Ultra and First Eagle 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.
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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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