Correlation Between FORESTER VALUE and WisdomTree SmallCap
How much single-name risk can be diversified by combining Forester Value Fund and WisdomTree SmallCap Quality? Correlation context here helps quantify the diversifiable risk between Forester Value Fund and WisdomTree SmallCap Quality.
Track Forester Value Fund and WisdomTree SmallCap Quality as a pair to estimate downside spillover during broad market drawdowns. You can also test a long FORESTER VALUE and short WisdomTree SmallCap structure to evaluate relative-value behavior. Review volatility patterns in FORESTER VALUE and WisdomTree SmallCap. Go to your portfolio center
Diversification Opportunities for FORESTER VALUE and WisdomTree SmallCap
-0.16 | Correlation Coefficient |
Good diversification
The 3 months correlation between FORESTER and WisdomTree is -0.16. Overlapping area represents the amount of risk that can be diversified away by holding Forester Value Fund and WisdomTree SmallCap Quality in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree SmallCap and FORESTER VALUE 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 Forester Value Fund are associated (or correlated) with WisdomTree SmallCap. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree SmallCap has no effect on the direction of FORESTER VALUE i.e., FORESTER VALUE and WisdomTree SmallCap go up and down completely randomly.
Pair Corralation between FORESTER VALUE and WisdomTree SmallCap
Assuming a 90-day horizon Forester Value Fund is expected to generate 0.44 times more return on investment than WisdomTree SmallCap. However, Forester Value Fund is 2.29 times less risky than WisdomTree SmallCap. It trades about 0.2 of its potential returns per unit of risk. WisdomTree SmallCap Quality is currently generating about -0.07 per unit of risk. If you had invested $ 596.00 in Forester Value Fund on December 16, 2025 and sold it today you would have earned a total of $ 33.00 from holding Forester Value Fund or generated 5.54% return on investment over 90 days.
| Time Period | 3 Months [change] |
| Direction | Moves Against |
| Strength | Insignificant |
| Accuracy | 100.0% |
| Values | Daily Returns |
Forester Value Fund vs. WisdomTree SmallCap Quality
Performance |
| Timeline |
| Forester Value |
Risk-Adjusted Performance
Balanced
Weak | Strong |
| WisdomTree SmallCap |
Risk-Adjusted Performance
Weak
Weak | Strong |
FORESTER VALUE and WisdomTree SmallCap Volatility Contrast
Predicted Return Density |
| Returns |
Pair Trading with FORESTER VALUE and WisdomTree SmallCap
Pair trading between FORESTER VALUE and WisdomTree SmallCap can reduce some unsystematic risk by balancing one position against another. The objective is to profit from relative movement while reducing dependence on the market's overall direction.| FORESTER VALUE vs. Fidelity Income Replacement | FORESTER VALUE vs. Consumer Goods Ultrasector | FORESTER VALUE vs. Africa Fund Africa | FORESTER VALUE vs. Commonwealth Japan Fund |
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Go to your portfolio centerThe 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 Portfolio Holdings module to check your current holdings and cash position to determine if your portfolio needs rebalancing.
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