Correlation Between Delaware Healthcare and Delaware Strategic

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

Diversification Opportunities for Delaware Healthcare and Delaware Strategic

0.89
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Delaware and Delaware is 0.89. Overlapping area represents the amount of risk that can be diversified away by holding Delaware Healthcare Fund and Delaware Strategic Income in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Delaware Strategic Income and Delaware Healthcare 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 Delaware Healthcare Fund are associated (or correlated) with Delaware Strategic. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Delaware Strategic Income has no effect on the direction of Delaware Healthcare i.e., Delaware Healthcare and Delaware Strategic go up and down completely randomly.

Pair Corralation between Delaware Healthcare and Delaware Strategic

Assuming the 90 days horizon Delaware Healthcare Fund is expected to generate 8.31 times more return on investment than Delaware Strategic. However, Delaware Healthcare is 8.31 times more volatile than Delaware Strategic Income. It trades about 0.24 of its potential returns per unit of risk. Delaware Strategic Income is currently generating about 0.11 per unit of risk. If you would invest  2,242  in Delaware Healthcare Fund on October 5, 2025 and sell it today you would earn a total of  397.00  from holding Delaware Healthcare Fund or generate 17.71% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Delaware Healthcare Fund  vs.  Delaware Strategic Income

 Performance 
       Timeline  
Delaware Healthcare 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Delaware Healthcare Fund are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Delaware Healthcare showed solid returns over the last few months and may actually be approaching a breakup point.
Delaware Strategic Income 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Delaware Strategic Income are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Delaware Strategic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Delaware Healthcare and Delaware Strategic Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Delaware Healthcare and Delaware Strategic

The main advantage of trading using opposite Delaware Healthcare and Delaware Strategic positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Delaware Healthcare position performs unexpectedly, Delaware Strategic 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 Delaware Strategic will offset losses from the drop in Delaware Strategic's long position.
The idea behind Delaware Healthcare Fund and Delaware Strategic Income 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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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