Correlation Between FT Vest and SPDR MSCI

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

Diversification Opportunities for FT Vest and SPDR MSCI

0.9
  Correlation Coefficient

Almost no diversification

The 3 months correlation between DHDG and SPDR is 0.9. Overlapping area represents the amount of risk that can be diversified away by holding FT Vest Equity and SPDR MSCI ACWI in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on SPDR MSCI ACWI and FT Vest 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 FT Vest Equity are associated (or correlated) with SPDR MSCI. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of SPDR MSCI ACWI has no effect on the direction of FT Vest i.e., FT Vest and SPDR MSCI go up and down completely randomly.

Pair Corralation between FT Vest and SPDR MSCI

Given the investment horizon of 90 days FT Vest is expected to generate 1.61 times less return on investment than SPDR MSCI. But when comparing it to its historical volatility, FT Vest Equity is 2.18 times less risky than SPDR MSCI. It trades about 0.17 of its potential returns per unit of risk. SPDR MSCI ACWI is currently generating about 0.13 of returns per unit of risk over similar time horizon. If you would invest  3,306  in SPDR MSCI ACWI on September 4, 2025 and sell it today you would earn a total of  191.00  from holding SPDR MSCI ACWI or generate 5.78% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

FT Vest Equity  vs.  SPDR MSCI ACWI

 Performance 
       Timeline  
FT Vest Equity 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in FT Vest Equity are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable fundamental indicators, FT Vest is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders.
SPDR MSCI ACWI 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SPDR MSCI ACWI are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong basic indicators, SPDR MSCI is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders.

FT Vest and SPDR MSCI Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with FT Vest and SPDR MSCI

The main advantage of trading using opposite FT Vest and SPDR MSCI positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if FT Vest position performs unexpectedly, SPDR MSCI 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 SPDR MSCI will offset losses from the drop in SPDR MSCI's long position.
The idea behind FT Vest Equity and SPDR MSCI ACWI 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 Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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