Correlation Between Pimco Rae and Fixed Income

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

Diversification Opportunities for Pimco Rae and Fixed Income

-0.35
  Correlation Coefficient

Very good diversification

The 3 months correlation between Pimco and Fixed is -0.35. Overlapping area represents the amount of risk that can be diversified away by holding Pimco Rae Worldwide and Fixed Income Shares in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Fixed Income Shares and Pimco Rae 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 Rae Worldwide are associated (or correlated) with Fixed Income. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Fixed Income Shares has no effect on the direction of Pimco Rae i.e., Pimco Rae and Fixed Income go up and down completely randomly.

Pair Corralation between Pimco Rae and Fixed Income

Assuming the 90 days horizon Pimco Rae Worldwide is expected to generate 4.23 times more return on investment than Fixed Income. However, Pimco Rae is 4.23 times more volatile than Fixed Income Shares. It trades about 0.33 of its potential returns per unit of risk. Fixed Income Shares is currently generating about -0.16 per unit of risk. If you would invest  711.00  in Pimco Rae Worldwide on September 4, 2025 and sell it today you would earn a total of  26.00  from holding Pimco Rae Worldwide or generate 3.66% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Pimco Rae Worldwide  vs.  Fixed Income Shares

 Performance 
       Timeline  
Pimco Rae Worldwide 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Pimco Rae Worldwide has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Pimco Rae is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fixed Income Shares 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Fixed Income Shares are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Fixed Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Pimco Rae and Fixed Income Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Pimco Rae and Fixed Income

The main advantage of trading using opposite Pimco Rae and Fixed Income positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Pimco Rae position performs unexpectedly, Fixed Income 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 Fixed Income will offset losses from the drop in Fixed Income's long position.
The idea behind Pimco Rae Worldwide and Fixed Income Shares 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 Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

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