Correlation Between First American and FEDERATED GLOBAL

Specify exactly 2 symbols:
How much single-name risk can be diversified by combining First American Investment and Federated Global Allocation? Use this page to interpret how First American Investment and Federated Global Allocation interact and how much diversifiable risk remains.
This lookup quantifies co-movement between First American Investment and Federated Global Allocation so position sizing can be more disciplined. You can also test a long First American and short FEDERATED GLOBAL structure to evaluate relative-value behavior. Review volatility patterns in First American and FEDERATED GLOBAL. Go to your portfolio center

Diversification Opportunities for First American and FEDERATED GLOBAL

0.75
  Correlation Coefficient
Poor diversification
The 3 months correlation between First and FEDERATED is 0.75. Overlapping area represents the amount of risk that can be diversified away by holding First American Investment and Federated Global Allocation in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Federated Global and First American 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 First American Investment are associated (or correlated) with FEDERATED GLOBAL. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Federated Global has no effect on the direction of First American i.e., First American and FEDERATED GLOBAL go up and down completely randomly.

Pair Corralation between First American and FEDERATED GLOBAL

Assuming a 90-day horizon First American Investment is expected to under-perform the FEDERATED GLOBAL. In addition to that, First American is 1.76 times more volatile than Federated Global Allocation. It trades about -0.04 of its total potential returns per unit of risk. Federated Global Allocation is currently generating about 0.02 per unit of volatility. If you had invested $ 2,206 in Federated Global Allocation on December 16, 2025 and sold it today you would have earned a total of $ 12.00 from holding Federated Global Allocation or generated 0.54% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

First American Investment  vs.  Federated Global Allocation

 Performance 
       Timeline  
First American Investment 
Risk-Adjusted Performance
Weak
 
Weak
 
Strong
First American Investment has delivered negative risk-adjusted returns across the last 90 days, suggesting that volatility was not compensated by return. Current market capitalization is about 32.0. Despite somewhat strong fundamental indicators, First American is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. ...more
Federated Global 
Risk-Adjusted Performance
Soft
 
Weak
 
Strong
Across the last 90 days, the risk-adjusted return profile of Federated Global Allocation is weaker than 1% of the funds and fund portfolios reviewed by Macroaxis. The current category mapping is World Allocation. Despite somewhat strong forward indicators, FEDERATED GLOBAL is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. ...more

First American and FEDERATED GLOBAL Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First American and FEDERATED GLOBAL

A paired position in First American and FEDERATED GLOBAL is useful when investors want a more relative-value expression than a simple directional trade. This is most useful when the two securities share economic drivers but still create room for relative-performance divergence.
Go to your portfolio center
The analysis presented here should support, not replace, the broader process of selecting and combining portfolio holdings. The practical goal is to improve the mix of assets already under consideration. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

Other Complementary Tools

Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum