Correlation Between Medpace Holdings and Scharf Global

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

Diversification Opportunities for Medpace Holdings and Scharf Global

-0.25
  Correlation Coefficient

Very good diversification

The 3 months correlation between Medpace and Scharf is -0.25. Overlapping area represents the amount of risk that can be diversified away by holding Medpace Holdings and Scharf Global Opportunity in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Scharf Global Opportunity and Medpace Holdings 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 Medpace Holdings are associated (or correlated) with Scharf Global. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Scharf Global Opportunity has no effect on the direction of Medpace Holdings i.e., Medpace Holdings and Scharf Global go up and down completely randomly.

Pair Corralation between Medpace Holdings and Scharf Global

Given the investment horizon of 90 days Medpace Holdings is expected to under-perform the Scharf Global. In addition to that, Medpace Holdings is 2.23 times more volatile than Scharf Global Opportunity. It trades about -0.26 of its total potential returns per unit of risk. Scharf Global Opportunity is currently generating about 0.08 per unit of volatility. If you would invest  3,935  in Scharf Global Opportunity on September 11, 2025 and sell it today you would earn a total of  50.00  from holding Scharf Global Opportunity or generate 1.27% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Medpace Holdings  vs.  Scharf Global Opportunity

 Performance 
       Timeline  
Medpace Holdings 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Medpace Holdings are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Even with relatively unfluctuating fundamental indicators, Medpace Holdings may actually be approaching a critical reversion point that can send shares even higher in January 2026.
Scharf Global Opportunity 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Scharf Global Opportunity has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Scharf Global is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors.

Medpace Holdings and Scharf Global Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Medpace Holdings and Scharf Global

The main advantage of trading using opposite Medpace Holdings and Scharf Global positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Medpace Holdings position performs unexpectedly, Scharf Global 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 Scharf Global will offset losses from the drop in Scharf Global's long position.
The idea behind Medpace Holdings and Scharf Global Opportunity 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 File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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