Correlation Between MDBX and First Trust

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

Diversification Opportunities for MDBX and First Trust

0.7
  Correlation Coefficient

Poor diversification

The 3 months correlation between MDBX and First is 0.7. Overlapping area represents the amount of risk that can be diversified away by holding MDBX and First Trust LongShort in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on First Trust LongShort and MDBX 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 MDBX are associated (or correlated) with First Trust. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of First Trust LongShort has no effect on the direction of MDBX i.e., MDBX and First Trust go up and down completely randomly.

Pair Corralation between MDBX and First Trust

Given the investment horizon of 90 days MDBX is expected to generate 14.77 times more return on investment than First Trust. However, MDBX is 14.77 times more volatile than First Trust LongShort. It trades about 0.13 of its potential returns per unit of risk. First Trust LongShort is currently generating about 0.08 per unit of risk. If you would invest  2,313  in MDBX on August 26, 2025 and sell it today you would earn a total of  2,059  from holding MDBX or generate 89.02% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy14.11%
ValuesDaily Returns

MDBX  vs.  First Trust LongShort

 Performance 
       Timeline  
MDBX 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in MDBX are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of fairly uncertain fundamental drivers, MDBX showed solid returns over the last few months and may actually be approaching a breakup point.
First Trust LongShort 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust LongShort are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable essential indicators, First Trust is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors.

MDBX and First Trust Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with MDBX and First Trust

The main advantage of trading using opposite MDBX and First Trust positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if MDBX position performs unexpectedly, First Trust 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 First Trust will offset losses from the drop in First Trust's long position.
The idea behind MDBX and First Trust LongShort 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 Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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