Correlation Between Clarion Partners and Dreyfus Global

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

Diversification Opportunities for Clarion Partners and Dreyfus Global

-0.01
  Correlation Coefficient

Good diversification

The 3 months correlation between Clarion and Dreyfus is -0.01. Overlapping area represents the amount of risk that can be diversified away by holding Clarion Partners Real and Dreyfus Global Real in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Dreyfus Global Real and Clarion Partners 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 Clarion Partners Real are associated (or correlated) with Dreyfus Global. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Dreyfus Global Real has no effect on the direction of Clarion Partners i.e., Clarion Partners and Dreyfus Global go up and down completely randomly.

Pair Corralation between Clarion Partners and Dreyfus Global

Assuming the 90 days horizon Clarion Partners is expected to generate 3.15 times less return on investment than Dreyfus Global. But when comparing it to its historical volatility, Clarion Partners Real is 13.28 times less risky than Dreyfus Global. It trades about 0.29 of its potential returns per unit of risk. Dreyfus Global Real is currently generating about 0.07 of returns per unit of risk over similar time horizon. If you would invest  860.00  in Dreyfus Global Real on September 2, 2025 and sell it today you would earn a total of  23.00  from holding Dreyfus Global Real or generate 2.67% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Clarion Partners Real  vs.  Dreyfus Global Real

 Performance 
       Timeline  
Clarion Partners Real 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Clarion Partners Real are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Clarion Partners is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Dreyfus Global Real 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Dreyfus Global Real are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Dreyfus Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Clarion Partners and Dreyfus Global Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Clarion Partners and Dreyfus Global

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

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