Correlation Between Gmo Global and Gmo Us

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

Diversification Opportunities for Gmo Global and Gmo Us

0.94
  Correlation Coefficient

Almost no diversification

The 3 months correlation between GMO and Gmo is 0.94. Overlapping area represents the amount of risk that can be diversified away by holding Gmo Global Developed and Gmo Equity Allocation in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Gmo Equity Allocation and Gmo 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 Gmo Global Developed are associated (or correlated) with Gmo Us. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Gmo Equity Allocation has no effect on the direction of Gmo Global i.e., Gmo Global and Gmo Us go up and down completely randomly.

Pair Corralation between Gmo Global and Gmo Us

Assuming the 90 days horizon Gmo Global is expected to generate 1.39 times less return on investment than Gmo Us. But when comparing it to its historical volatility, Gmo Global Developed is 1.18 times less risky than Gmo Us. It trades about 0.14 of its potential returns per unit of risk. Gmo Equity Allocation is currently generating about 0.17 of returns per unit of risk over similar time horizon. If you would invest  1,392  in Gmo Equity Allocation on September 7, 2025 and sell it today you would earn a total of  133.00  from holding Gmo Equity Allocation or generate 9.55% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

Gmo Global Developed  vs.  Gmo Equity Allocation

 Performance 
       Timeline  
Gmo Global Developed 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Gmo Global Developed are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Gmo Global may actually be approaching a critical reversion point that can send shares even higher in January 2026.
Gmo Equity Allocation 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Gmo Equity Allocation are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Gmo Us may actually be approaching a critical reversion point that can send shares even higher in January 2026.

Gmo Global and Gmo Us Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Gmo Global and Gmo Us

The main advantage of trading using opposite Gmo Global and Gmo Us positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Gmo Global position performs unexpectedly, Gmo Us 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 Gmo Us will offset losses from the drop in Gmo Us' long position.
The idea behind Gmo Global Developed and Gmo Equity Allocation 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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