Correlation Between Gmo Quality and Clearbridge Dividend

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

Diversification Opportunities for Gmo Quality and Clearbridge Dividend

0.35
  Correlation Coefficient

Weak diversification

The 3 months correlation between Gmo and Clearbridge is 0.35. Overlapping area represents the amount of risk that can be diversified away by holding Gmo Quality Fund and Clearbridge Dividend Strategy in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Clearbridge Dividend and Gmo Quality 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 Quality Fund are associated (or correlated) with Clearbridge Dividend. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Clearbridge Dividend has no effect on the direction of Gmo Quality i.e., Gmo Quality and Clearbridge Dividend go up and down completely randomly.

Pair Corralation between Gmo Quality and Clearbridge Dividend

Assuming the 90 days horizon Gmo Quality Fund is expected to generate 1.31 times more return on investment than Clearbridge Dividend. However, Gmo Quality is 1.31 times more volatile than Clearbridge Dividend Strategy. It trades about 0.19 of its potential returns per unit of risk. Clearbridge Dividend Strategy is currently generating about 0.06 per unit of risk. If you would invest  3,445  in Gmo Quality Fund on September 2, 2025 and sell it today you would earn a total of  326.00  from holding Gmo Quality Fund or generate 9.46% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Gmo Quality Fund  vs.  Clearbridge Dividend Strategy

 Performance 
       Timeline  
Gmo Quality Fund 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Gmo Quality Fund are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Gmo Quality may actually be approaching a critical reversion point that can send shares even higher in January 2026.
Clearbridge Dividend 

Risk-Adjusted Performance

Soft

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

Gmo Quality and Clearbridge Dividend Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Gmo Quality and Clearbridge Dividend

The main advantage of trading using opposite Gmo Quality and Clearbridge Dividend positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Gmo Quality position performs unexpectedly, Clearbridge Dividend 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 Clearbridge Dividend will offset losses from the drop in Clearbridge Dividend's long position.
The idea behind Gmo Quality Fund and Clearbridge Dividend Strategy 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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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