Correlation Between Putnam Minnesota and Putnam High

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

Diversification Opportunities for Putnam Minnesota and Putnam High

0.45
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Putnam and Putnam is 0.45. Overlapping area represents the amount of risk that can be diversified away by holding Putnam Minnesota Tax and Putnam High Yield in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Putnam High Yield and Putnam Minnesota 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 Minnesota Tax are associated (or correlated) with Putnam High. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Putnam High Yield has no effect on the direction of Putnam Minnesota i.e., Putnam Minnesota and Putnam High go up and down completely randomly.

Pair Corralation between Putnam Minnesota and Putnam High

Assuming the 90 days horizon Putnam Minnesota Tax is expected to generate 1.0 times more return on investment than Putnam High. However, Putnam Minnesota is 1.0 times more volatile than Putnam High Yield. It trades about 0.47 of its potential returns per unit of risk. Putnam High Yield is currently generating about 0.1 per unit of risk. If you would invest  844.00  in Putnam Minnesota Tax on September 2, 2025 and sell it today you would earn a total of  37.00  from holding Putnam Minnesota Tax or generate 4.38% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy82.81%
ValuesDaily Returns

Putnam Minnesota Tax  vs.  Putnam High Yield

 Performance 
       Timeline  
Putnam Minnesota Tax 

Risk-Adjusted Performance

High

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

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam High Yield are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Putnam High is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Putnam Minnesota and Putnam High Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Putnam Minnesota and Putnam High

The main advantage of trading using opposite Putnam Minnesota and Putnam High positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Putnam Minnesota position performs unexpectedly, Putnam High 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 Putnam High will offset losses from the drop in Putnam High's long position.
The idea behind Putnam Minnesota Tax and Putnam High Yield 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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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