Correlation Between IShares Physical and Centerra Gold

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

Diversification Opportunities for IShares Physical and Centerra Gold

0.94
  Correlation Coefficient

Almost no diversification

The 3 months correlation between IShares and Centerra is 0.94. Overlapping area represents the amount of risk that can be diversified away by holding iShares Physical Metals and Centerra Gold in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Centerra Gold and IShares Physical 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 iShares Physical Metals are associated (or correlated) with Centerra Gold. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Centerra Gold has no effect on the direction of IShares Physical i.e., IShares Physical and Centerra Gold go up and down completely randomly.

Pair Corralation between IShares Physical and Centerra Gold

Assuming the 90 days horizon IShares Physical is expected to generate 3.02 times less return on investment than Centerra Gold. But when comparing it to its historical volatility, iShares Physical Metals is 2.21 times less risky than Centerra Gold. It trades about 0.2 of its potential returns per unit of risk. Centerra Gold is currently generating about 0.27 of returns per unit of risk over similar time horizon. If you would invest  828.00  in Centerra Gold on September 4, 2025 and sell it today you would earn a total of  500.00  from holding Centerra Gold or generate 60.39% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

iShares Physical Metals  vs.  Centerra Gold

 Performance 
       Timeline  
iShares Physical Metals 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Physical Metals are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak primary indicators, IShares Physical reported solid returns over the last few months and may actually be approaching a breakup point.
Centerra Gold 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Centerra Gold are ranked lower than 21 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unfluctuating basic indicators, Centerra Gold unveiled solid returns over the last few months and may actually be approaching a breakup point.

IShares Physical and Centerra Gold Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with IShares Physical and Centerra Gold

The main advantage of trading using opposite IShares Physical and Centerra Gold positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if IShares Physical position performs unexpectedly, Centerra Gold 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 Centerra Gold will offset losses from the drop in Centerra Gold's long position.
The idea behind iShares Physical Metals and Centerra Gold 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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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