Correlation Between Gabelli Global and Prudential Financial

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

Diversification Opportunities for Gabelli Global and Prudential Financial

0.53
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Gabelli and Prudential is 0.53. Overlapping area represents the amount of risk that can be diversified away by holding Gabelli Global Financial and Prudential Financial Services in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Prudential Financial and Gabelli Global 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 Gabelli Global Financial are associated (or correlated) with Prudential Financial. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Prudential Financial has no effect on the direction of Gabelli Global i.e., Gabelli Global and Prudential Financial go up and down completely randomly.

Pair Corralation between Gabelli Global and Prudential Financial

Assuming the 90 days horizon Gabelli Global Financial is expected to generate 0.51 times more return on investment than Prudential Financial. However, Gabelli Global Financial is 1.98 times less risky than Prudential Financial. It trades about 0.18 of its potential returns per unit of risk. Prudential Financial Services is currently generating about -0.05 per unit of risk. If you would invest  1,935  in Gabelli Global Financial on September 25, 2025 and sell it today you would earn a total of  164.00  from holding Gabelli Global Financial or generate 8.48% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Gabelli Global Financial  vs.  Prudential Financial Services

 Performance 
       Timeline  
Gabelli Global Financial 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Gabelli Global Financial are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Gabelli Global may actually be approaching a critical reversion point that can send shares even higher in January 2026.
Prudential Financial 

Risk-Adjusted Performance

Weakest

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

Gabelli Global and Prudential Financial Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Gabelli Global and Prudential Financial

The main advantage of trading using opposite Gabelli Global and Prudential Financial positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Gabelli Global position performs unexpectedly, Prudential Financial 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 Prudential Financial will offset losses from the drop in Prudential Financial's long position.
The idea behind Gabelli Global Financial and Prudential Financial Services 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 Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.

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