Correlation Between IA Financial and CVS HEALTH

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

Diversification Opportunities for IA Financial and CVS HEALTH

0.54
  Correlation Coefficient

Very weak diversification

The 3 months correlation between IAG and CVS is 0.54. Overlapping area represents the amount of risk that can be diversified away by holding iA Financial and CVS HEALTH CDR in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on CVS HEALTH CDR and IA Financial 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 iA Financial are associated (or correlated) with CVS HEALTH. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of CVS HEALTH CDR has no effect on the direction of IA Financial i.e., IA Financial and CVS HEALTH go up and down completely randomly.

Pair Corralation between IA Financial and CVS HEALTH

Assuming the 90 days trading horizon iA Financial is expected to generate 0.77 times more return on investment than CVS HEALTH. However, iA Financial is 1.3 times less risky than CVS HEALTH. It trades about 0.13 of its potential returns per unit of risk. CVS HEALTH CDR is currently generating about 0.07 per unit of risk. If you would invest  15,171  in iA Financial on September 9, 2025 and sell it today you would earn a total of  1,430  from holding iA Financial or generate 9.43% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

iA Financial  vs.  CVS HEALTH CDR

 Performance 
       Timeline  
iA Financial 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in iA Financial are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating technical and fundamental indicators, IA Financial may actually be approaching a critical reversion point that can send shares even higher in January 2026.
CVS HEALTH CDR 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in CVS HEALTH CDR are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, CVS HEALTH is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors.

IA Financial and CVS HEALTH Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with IA Financial and CVS HEALTH

The main advantage of trading using opposite IA Financial and CVS HEALTH positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if IA Financial position performs unexpectedly, CVS HEALTH 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 CVS HEALTH will offset losses from the drop in CVS HEALTH's long position.
The idea behind iA Financial and CVS HEALTH CDR 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 Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.

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