Correlation Between Lsv Value and Spectrum International

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

Diversification Opportunities for Lsv Value and Spectrum International

0.76
  Correlation Coefficient

Poor diversification

The 3 months correlation between Lsv and Spectrum is 0.76. Overlapping area represents the amount of risk that can be diversified away by holding Lsv Value Equity and Spectrum International Fund in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Spectrum International and Lsv Value 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 Lsv Value Equity are associated (or correlated) with Spectrum International. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Spectrum International has no effect on the direction of Lsv Value i.e., Lsv Value and Spectrum International go up and down completely randomly.

Pair Corralation between Lsv Value and Spectrum International

Assuming the 90 days horizon Lsv Value is expected to generate 1.08 times less return on investment than Spectrum International. In addition to that, Lsv Value is 1.04 times more volatile than Spectrum International Fund. It trades about 0.03 of its total potential returns per unit of risk. Spectrum International Fund is currently generating about 0.03 per unit of volatility. If you would invest  1,720  in Spectrum International Fund on August 25, 2025 and sell it today you would earn a total of  23.00  from holding Spectrum International Fund or generate 1.34% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Lsv Value Equity  vs.  Spectrum International Fund

 Performance 
       Timeline  
Lsv Value Equity 

Risk-Adjusted Performance

Weak

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

Risk-Adjusted Performance

Weak

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

Lsv Value and Spectrum International Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Lsv Value and Spectrum International

The main advantage of trading using opposite Lsv Value and Spectrum International positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Lsv Value position performs unexpectedly, Spectrum International 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 Spectrum International will offset losses from the drop in Spectrum International's long position.
The idea behind Lsv Value Equity and Spectrum International 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.
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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

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