Correlation Between Federated Municipal and Government Long

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

Diversification Opportunities for Federated Municipal and Government Long

0.81
  Correlation Coefficient

Very poor diversification

The 3 months correlation between FEDERATED and Government is 0.81. Overlapping area represents the amount of risk that can be diversified away by holding Federated Municipal High and Government Long Bond in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Government Long Bond and Federated Municipal 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 Federated Municipal High are associated (or correlated) with Government Long. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Government Long Bond has no effect on the direction of Federated Municipal i.e., Federated Municipal and Government Long go up and down completely randomly.

Pair Corralation between Federated Municipal and Government Long

Assuming the 90 days horizon Federated Municipal is expected to generate 1.3 times less return on investment than Government Long. But when comparing it to its historical volatility, Federated Municipal High is 3.66 times less risky than Government Long. It trades about 0.41 of its potential returns per unit of risk. Government Long Bond is currently generating about 0.14 of returns per unit of risk over similar time horizon. If you would invest  9,963  in Government Long Bond on September 1, 2025 and sell it today you would earn a total of  631.00  from holding Government Long Bond or generate 6.33% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Federated Municipal High  vs.  Government Long Bond

 Performance 
       Timeline  
Federated Municipal High 

Risk-Adjusted Performance

High

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Municipal High are ranked lower than 32 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Federated Municipal is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Government Long Bond 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Government Long Bond are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Government Long is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Federated Municipal and Government Long Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Federated Municipal and Government Long

The main advantage of trading using opposite Federated Municipal and Government Long positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Federated Municipal position performs unexpectedly, Government Long 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 Government Long will offset losses from the drop in Government Long's long position.
The idea behind Federated Municipal High and Government Long Bond 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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