Correlation Between Janus Balanced and Janus Multi-sector

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

Diversification Opportunities for Janus Balanced and Janus Multi-sector

0.78
  Correlation Coefficient

Poor diversification

The 3 months correlation between Janus and Janus is 0.78. Overlapping area represents the amount of risk that can be diversified away by holding Janus Balanced Fund and Janus Multi Sector Income in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Janus Multi Sector and Janus Balanced 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 Janus Balanced Fund are associated (or correlated) with Janus Multi-sector. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Janus Multi Sector has no effect on the direction of Janus Balanced i.e., Janus Balanced and Janus Multi-sector go up and down completely randomly.

Pair Corralation between Janus Balanced and Janus Multi-sector

Assuming the 90 days horizon Janus Balanced Fund is expected to generate 3.5 times more return on investment than Janus Multi-sector. However, Janus Balanced is 3.5 times more volatile than Janus Multi Sector Income. It trades about 0.15 of its potential returns per unit of risk. Janus Multi Sector Income is currently generating about 0.18 per unit of risk. If you would invest  4,941  in Janus Balanced Fund on September 1, 2025 and sell it today you would earn a total of  235.00  from holding Janus Balanced Fund or generate 4.76% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Janus Balanced Fund  vs.  Janus Multi Sector Income

 Performance 
       Timeline  
Janus Balanced 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Janus Balanced Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Janus Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Janus Multi Sector 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Janus Multi Sector Income are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Janus Multi-sector is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Janus Balanced and Janus Multi-sector Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Janus Balanced and Janus Multi-sector

The main advantage of trading using opposite Janus Balanced and Janus Multi-sector positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Janus Balanced position performs unexpectedly, Janus Multi-sector 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 Janus Multi-sector will offset losses from the drop in Janus Multi-sector's long position.
The idea behind Janus Balanced Fund and Janus Multi Sector Income 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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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