Correlation Between Franklin Gold and Value Line

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

Diversification Opportunities for Franklin Gold and Value Line

0.0
  Correlation Coefficient

Pay attention - limited upside

The 3 months correlation between Franklin and Value is 0.0. Overlapping area represents the amount of risk that can be diversified away by holding Franklin Gold Precious and Value Line Mid in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Value Line Mid and Franklin Gold 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 Franklin Gold Precious are associated (or correlated) with Value Line. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Value Line Mid has no effect on the direction of Franklin Gold i.e., Franklin Gold and Value Line go up and down completely randomly.

Pair Corralation between Franklin Gold and Value Line

Assuming the 90 days horizon Franklin Gold Precious is expected to generate 3.09 times more return on investment than Value Line. However, Franklin Gold is 3.09 times more volatile than Value Line Mid. It trades about 0.21 of its potential returns per unit of risk. Value Line Mid is currently generating about -0.04 per unit of risk. If you would invest  3,408  in Franklin Gold Precious on August 21, 2025 and sell it today you would earn a total of  1,163  from holding Franklin Gold Precious or generate 34.13% return on investment over 90 days.
Time Period3 Months [change]
DirectionFlat 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Franklin Gold Precious  vs.  Value Line Mid

 Performance 
       Timeline  
Franklin Gold Precious 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Gold Precious are ranked lower than 16 (%) 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.
Value Line Mid 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Value Line Mid has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Value Line is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Franklin Gold and Value Line Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Franklin Gold and Value Line

The main advantage of trading using opposite Franklin Gold and Value Line positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Franklin Gold position performs unexpectedly, Value Line 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 Value Line will offset losses from the drop in Value Line's long position.
The idea behind Franklin Gold Precious and Value Line Mid 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 Stocks Directory module to find actively traded stocks across global markets.

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