Correlation Between Franklin Canadian and IShares Diversified

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

Diversification Opportunities for Franklin Canadian and IShares Diversified

0.84
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Franklin and IShares is 0.84. Overlapping area represents the amount of risk that can be diversified away by holding Franklin Canadian Short and iShares Diversified Monthly in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on iShares Diversified and Franklin Canadian 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 Canadian Short are associated (or correlated) with IShares Diversified. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of iShares Diversified has no effect on the direction of Franklin Canadian i.e., Franklin Canadian and IShares Diversified go up and down completely randomly.

Pair Corralation between Franklin Canadian and IShares Diversified

Assuming the 90 days trading horizon Franklin Canadian is expected to generate 5.08 times less return on investment than IShares Diversified. But when comparing it to its historical volatility, Franklin Canadian Short is 2.44 times less risky than IShares Diversified. It trades about 0.02 of its potential returns per unit of risk. iShares Diversified Monthly is currently generating about 0.05 of returns per unit of risk over similar time horizon. If you would invest  1,155  in iShares Diversified Monthly on September 11, 2025 and sell it today you would earn a total of  9.00  from holding iShares Diversified Monthly or generate 0.78% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Franklin Canadian Short  vs.  iShares Diversified Monthly

 Performance 
       Timeline  
Franklin Canadian Short 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Canadian Short are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Franklin Canadian is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.
iShares Diversified 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Diversified Monthly are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, IShares Diversified is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.

Franklin Canadian and IShares Diversified Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Franklin Canadian and IShares Diversified

The main advantage of trading using opposite Franklin Canadian and IShares Diversified positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Franklin Canadian position performs unexpectedly, IShares Diversified 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 IShares Diversified will offset losses from the drop in IShares Diversified's long position.
The idea behind Franklin Canadian Short and iShares Diversified Monthly 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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

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