Correlation Between Gmo Small and Basic Materials

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

Diversification Opportunities for Gmo Small and Basic Materials

0.46
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Gmo and Basic is 0.46. Overlapping area represents the amount of risk that can be diversified away by holding Gmo Small Cap and Basic Materials Ultrasector in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Basic Materials Ultr and Gmo Small 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 Gmo Small Cap are associated (or correlated) with Basic Materials. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Basic Materials Ultr has no effect on the direction of Gmo Small i.e., Gmo Small and Basic Materials go up and down completely randomly.

Pair Corralation between Gmo Small and Basic Materials

Assuming the 90 days horizon Gmo Small Cap is expected to generate 0.7 times more return on investment than Basic Materials. However, Gmo Small Cap is 1.44 times less risky than Basic Materials. It trades about 0.05 of its potential returns per unit of risk. Basic Materials Ultrasector is currently generating about -0.05 per unit of risk. If you would invest  2,306  in Gmo Small Cap on August 30, 2025 and sell it today you would earn a total of  69.00  from holding Gmo Small Cap or generate 2.99% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Gmo Small Cap  vs.  Basic Materials Ultrasector

 Performance 
       Timeline  
Gmo Small Cap 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Gmo Small Cap are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Gmo Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Basic Materials Ultr 

Risk-Adjusted Performance

Weakest

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

Gmo Small and Basic Materials Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Gmo Small and Basic Materials

The main advantage of trading using opposite Gmo Small and Basic Materials positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Gmo Small position performs unexpectedly, Basic Materials 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 Basic Materials will offset losses from the drop in Basic Materials' long position.
The idea behind Gmo Small Cap and Basic Materials Ultrasector 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.
Check out your portfolio center.
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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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