Correlation Between Putnam Global and Financial Services

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

Diversification Opportunities for Putnam Global and Financial Services

-0.48
  Correlation Coefficient

Very good diversification

The 3 months correlation between Putnam and Financial is -0.48. Overlapping area represents the amount of risk that can be diversified away by holding Putnam Global Financials and Financial Services Fund in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Financial Services and Putnam Global 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 Putnam Global Financials are associated (or correlated) with Financial Services. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Financial Services has no effect on the direction of Putnam Global i.e., Putnam Global and Financial Services go up and down completely randomly.

Pair Corralation between Putnam Global and Financial Services

Assuming the 90 days horizon Putnam Global Financials is expected to generate 0.42 times more return on investment than Financial Services. However, Putnam Global Financials is 2.38 times less risky than Financial Services. It trades about 0.07 of its potential returns per unit of risk. Financial Services Fund is currently generating about -0.08 per unit of risk. If you would invest  1,099  in Putnam Global Financials on August 27, 2025 and sell it today you would earn a total of  18.00  from holding Putnam Global Financials or generate 1.64% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Putnam Global Financials  vs.  Financial Services Fund

 Performance 
       Timeline  
Putnam Global Financials 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Global Financials are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Putnam Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Financial Services 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Financial Services Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Financial Services is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Putnam Global and Financial Services Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Putnam Global and Financial Services

The main advantage of trading using opposite Putnam Global and Financial Services positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Putnam Global position performs unexpectedly, Financial Services 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 Financial Services will offset losses from the drop in Financial Services' long position.
The idea behind Putnam Global Financials and Financial Services 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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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