Correlation Between T Rowe and Sit Emerging

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

Diversification Opportunities for T Rowe and Sit Emerging

0.97
  Correlation Coefficient

Almost no diversification

The 3 months correlation between PCCOX and Sit is 0.97. Overlapping area represents the amount of risk that can be diversified away by holding T Rowe Price and Sit Emerging Markets in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Sit Emerging Markets and T Rowe 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 T Rowe Price are associated (or correlated) with Sit Emerging. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Sit Emerging Markets has no effect on the direction of T Rowe i.e., T Rowe and Sit Emerging go up and down completely randomly.

Pair Corralation between T Rowe and Sit Emerging

Assuming the 90 days horizon T Rowe is expected to generate 1.92 times less return on investment than Sit Emerging. But when comparing it to its historical volatility, T Rowe Price is 1.17 times less risky than Sit Emerging. It trades about 0.09 of its potential returns per unit of risk. Sit Emerging Markets is currently generating about 0.16 of returns per unit of risk over similar time horizon. If you would invest  1,329  in Sit Emerging Markets on August 17, 2025 and sell it today you would earn a total of  114.00  from holding Sit Emerging Markets or generate 8.58% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

T Rowe Price  vs.  Sit Emerging Markets

 Performance 
       Timeline  
T Rowe Price 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in T Rowe Price are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, T Rowe is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Sit Emerging Markets 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Sit Emerging Markets are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly sluggish technical and fundamental indicators, Sit Emerging may actually be approaching a critical reversion point that can send shares even higher in December 2025.

T Rowe and Sit Emerging Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with T Rowe and Sit Emerging

The main advantage of trading using opposite T Rowe and Sit Emerging positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if T Rowe position performs unexpectedly, Sit Emerging 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 Sit Emerging will offset losses from the drop in Sit Emerging's long position.
The idea behind T Rowe Price and Sit Emerging Markets 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 Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

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