Correlation Between Nationwide Bailard and Ivy Natural

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

Diversification Opportunities for Nationwide Bailard and Ivy Natural

0.82
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Nationwide and Ivy is 0.82. Overlapping area represents the amount of risk that can be diversified away by holding Nationwide Bailard Internation and Ivy Natural Resources in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Ivy Natural Resources and Nationwide Bailard 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 Nationwide Bailard International are associated (or correlated) with Ivy Natural. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Ivy Natural Resources has no effect on the direction of Nationwide Bailard i.e., Nationwide Bailard and Ivy Natural go up and down completely randomly.

Pair Corralation between Nationwide Bailard and Ivy Natural

Assuming the 90 days horizon Nationwide Bailard International is expected to generate 0.87 times more return on investment than Ivy Natural. However, Nationwide Bailard International is 1.15 times less risky than Ivy Natural. It trades about 0.2 of its potential returns per unit of risk. Ivy Natural Resources is currently generating about 0.12 per unit of risk. If you would invest  1,035  in Nationwide Bailard International on October 9, 2025 and sell it today you would earn a total of  141.00  from holding Nationwide Bailard International or generate 13.62% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Nationwide Bailard Internation  vs.  Ivy Natural Resources

 Performance 
       Timeline  
Nationwide Bailard 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Nationwide Bailard International are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Nationwide Bailard showed solid returns over the last few months and may actually be approaching a breakup point.
Ivy Natural Resources 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy Natural Resources are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Ivy Natural may actually be approaching a critical reversion point that can send shares even higher in February 2026.

Nationwide Bailard and Ivy Natural Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Nationwide Bailard and Ivy Natural

The main advantage of trading using opposite Nationwide Bailard and Ivy Natural positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Nationwide Bailard position performs unexpectedly, Ivy Natural 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 Ivy Natural will offset losses from the drop in Ivy Natural's long position.
The idea behind Nationwide Bailard International and Ivy Natural Resources 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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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