Correlation Between Pimco Realpath and Legg Mason

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

Diversification Opportunities for Pimco Realpath and Legg Mason

0.83
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Pimco and Legg is 0.83. Overlapping area represents the amount of risk that can be diversified away by holding Pimco Realpath Blend and Legg Mason Global in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Legg Mason Global and Pimco Realpath 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 Pimco Realpath Blend are associated (or correlated) with Legg Mason. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Legg Mason Global has no effect on the direction of Pimco Realpath i.e., Pimco Realpath and Legg Mason go up and down completely randomly.

Pair Corralation between Pimco Realpath and Legg Mason

Assuming the 90 days horizon Pimco Realpath is expected to generate 1.21 times less return on investment than Legg Mason. In addition to that, Pimco Realpath is 3.5 times more volatile than Legg Mason Global. It trades about 0.03 of its total potential returns per unit of risk. Legg Mason Global is currently generating about 0.15 per unit of volatility. If you would invest  923.00  in Legg Mason Global on August 25, 2025 and sell it today you would earn a total of  16.00  from holding Legg Mason Global or generate 1.73% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Pimco Realpath Blend  vs.  Legg Mason Global

 Performance 
       Timeline  
Pimco Realpath Blend 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Realpath Blend are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pimco Realpath is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Legg Mason Global 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Legg Mason Global are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Legg Mason is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Pimco Realpath and Legg Mason Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Pimco Realpath and Legg Mason

The main advantage of trading using opposite Pimco Realpath and Legg Mason positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Pimco Realpath position performs unexpectedly, Legg Mason 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 Legg Mason will offset losses from the drop in Legg Mason's long position.
The idea behind Pimco Realpath Blend and Legg Mason Global 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 Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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