Correlation Between Mfs Technology and Arrow Managed

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

Diversification Opportunities for Mfs Technology and Arrow Managed

0.73
  Correlation Coefficient

Poor diversification

The 3 months correlation between Mfs and Arrow is 0.73. Overlapping area represents the amount of risk that can be diversified away by holding Mfs Technology Fund and Arrow Managed Futures in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Arrow Managed Futures and Mfs Technology 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 Mfs Technology Fund are associated (or correlated) with Arrow Managed. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Arrow Managed Futures has no effect on the direction of Mfs Technology i.e., Mfs Technology and Arrow Managed go up and down completely randomly.

Pair Corralation between Mfs Technology and Arrow Managed

Assuming the 90 days horizon Mfs Technology is expected to generate 1.23 times less return on investment than Arrow Managed. But when comparing it to its historical volatility, Mfs Technology Fund is 1.1 times less risky than Arrow Managed. It trades about 0.09 of its potential returns per unit of risk. Arrow Managed Futures is currently generating about 0.1 of returns per unit of risk over similar time horizon. If you would invest  509.00  in Arrow Managed Futures on August 28, 2025 and sell it today you would earn a total of  45.00  from holding Arrow Managed Futures or generate 8.84% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Mfs Technology Fund  vs.  Arrow Managed Futures

 Performance 
       Timeline  
Mfs Technology 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Technology Fund are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Mfs Technology may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Arrow Managed Futures 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Arrow Managed Futures are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Arrow Managed may actually be approaching a critical reversion point that can send shares even higher in December 2025.

Mfs Technology and Arrow Managed Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Mfs Technology and Arrow Managed

The main advantage of trading using opposite Mfs Technology and Arrow Managed positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Mfs Technology position performs unexpectedly, Arrow Managed 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 Arrow Managed will offset losses from the drop in Arrow Managed's long position.
The idea behind Mfs Technology Fund and Arrow Managed Futures 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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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