Correlation Between Matthews Japan and Matthews India

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

Diversification Opportunities for Matthews Japan and Matthews India

0.59
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Matthews and Matthews is 0.59. Overlapping area represents the amount of risk that can be diversified away by holding Matthews Japan Fund and Matthews India Fund in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Matthews India and Matthews Japan 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 Matthews Japan Fund are associated (or correlated) with Matthews India. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Matthews India has no effect on the direction of Matthews Japan i.e., Matthews Japan and Matthews India go up and down completely randomly.

Pair Corralation between Matthews Japan and Matthews India

Assuming the 90 days horizon Matthews Japan Fund is expected to generate 1.83 times more return on investment than Matthews India. However, Matthews Japan is 1.83 times more volatile than Matthews India Fund. It trades about 0.06 of its potential returns per unit of risk. Matthews India Fund is currently generating about 0.06 per unit of risk. If you would invest  2,337  in Matthews Japan Fund on September 5, 2025 and sell it today you would earn a total of  108.00  from holding Matthews Japan Fund or generate 4.62% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Matthews Japan Fund  vs.  Matthews India Fund

 Performance 
       Timeline  
Matthews Japan 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Matthews Japan Fund are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Matthews Japan is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Matthews India 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Matthews India Fund are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Matthews India is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Matthews Japan and Matthews India Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Matthews Japan and Matthews India

The main advantage of trading using opposite Matthews Japan and Matthews India positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Matthews Japan position performs unexpectedly, Matthews India 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 Matthews India will offset losses from the drop in Matthews India's long position.
The idea behind Matthews Japan Fund and Matthews India 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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.

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