Correlation Between Aam Select and Franklin Gold

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

Diversification Opportunities for Aam Select and Franklin Gold

0.46
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Aam and Franklin is 0.46. Overlapping area represents the amount of risk that can be diversified away by holding Aam Select Income and Franklin Gold Precious in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Franklin Gold Precious and Aam 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 Aam Select Income are associated (or correlated) with Franklin Gold. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Franklin Gold Precious has no effect on the direction of Aam Select i.e., Aam Select and Franklin Gold go up and down completely randomly.

Pair Corralation between Aam Select and Franklin Gold

Assuming the 90 days horizon Aam Select is expected to generate 30.24 times less return on investment than Franklin Gold. But when comparing it to its historical volatility, Aam Select Income is 12.22 times less risky than Franklin Gold. It trades about 0.07 of its potential returns per unit of risk. Franklin Gold Precious is currently generating about 0.17 of returns per unit of risk over similar time horizon. If you would invest  3,958  in Franklin Gold Precious on September 5, 2025 and sell it today you would earn a total of  1,095  from holding Franklin Gold Precious or generate 27.67% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Aam Select Income  vs.  Franklin Gold Precious

 Performance 
       Timeline  
Aam Select Income 

Risk-Adjusted Performance

Mild

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

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Gold Precious are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Franklin Gold showed solid returns over the last few months and may actually be approaching a breakup point.

Aam Select and Franklin Gold Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Aam Select and Franklin Gold

The main advantage of trading using opposite Aam Select and Franklin Gold positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Aam Select position performs unexpectedly, Franklin Gold 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 Franklin Gold will offset losses from the drop in Franklin Gold's long position.
The idea behind Aam Select Income and Franklin Gold Precious 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.

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