Correlation Between Transamerica Flexible and Global Bond

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

Diversification Opportunities for Transamerica Flexible and Global Bond

0.51
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Transamerica and Global is 0.51. Overlapping area represents the amount of risk that can be diversified away by holding Transamerica Flexible Income and Global Bond Fund in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Global Bond Fund and Transamerica Flexible 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 Transamerica Flexible Income are associated (or correlated) with Global Bond. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Global Bond Fund has no effect on the direction of Transamerica Flexible i.e., Transamerica Flexible and Global Bond go up and down completely randomly.

Pair Corralation between Transamerica Flexible and Global Bond

Assuming the 90 days horizon Transamerica Flexible is expected to generate 3.64 times less return on investment than Global Bond. In addition to that, Transamerica Flexible is 1.18 times more volatile than Global Bond Fund. It trades about 0.03 of its total potential returns per unit of risk. Global Bond Fund is currently generating about 0.11 per unit of volatility. If you would invest  860.00  in Global Bond Fund on October 10, 2025 and sell it today you would earn a total of  8.00  from holding Global Bond Fund or generate 0.93% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Transamerica Flexible Income  vs.  Global Bond Fund

 Performance 
       Timeline  
Transamerica Flexible 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Transamerica Flexible Income are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Transamerica Flexible is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Global Bond Fund 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Global Bond Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Global Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Transamerica Flexible and Global Bond Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Transamerica Flexible and Global Bond

The main advantage of trading using opposite Transamerica Flexible and Global Bond positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Transamerica Flexible position performs unexpectedly, Global Bond 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 Global Bond will offset losses from the drop in Global Bond's long position.
The idea behind Transamerica Flexible Income and Global Bond Fund 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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