Correlation Between Russell Investments and Citadel Income

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

Diversification Opportunities for Russell Investments and Citadel Income

-0.11
  Correlation Coefficient

Good diversification

The 3 months correlation between Russell and Citadel is -0.11. Overlapping area represents the amount of risk that can be diversified away by holding Russell Investments Global and Citadel Income in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Citadel Income and Russell Investments 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 Russell Investments Global are associated (or correlated) with Citadel Income. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Citadel Income has no effect on the direction of Russell Investments i.e., Russell Investments and Citadel Income go up and down completely randomly.

Pair Corralation between Russell Investments and Citadel Income

Assuming the 90 days trading horizon Russell Investments Global is expected to generate 1.12 times more return on investment than Citadel Income. However, Russell Investments is 1.12 times more volatile than Citadel Income. It trades about 0.13 of its potential returns per unit of risk. Citadel Income is currently generating about 0.04 per unit of risk. If you would invest  2,328  in Russell Investments Global on August 14, 2025 and sell it today you would earn a total of  269.00  from holding Russell Investments Global or generate 11.55% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Russell Investments Global  vs.  Citadel Income

 Performance 
       Timeline  
Russell Investments 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Russell Investments Global are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of very weak basic indicators, Russell Investments may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Citadel Income 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Citadel Income are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong technical and fundamental indicators, Citadel Income is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.

Russell Investments and Citadel Income Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Russell Investments and Citadel Income

The main advantage of trading using opposite Russell Investments and Citadel Income positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Russell Investments position performs unexpectedly, Citadel 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 Citadel Income will offset losses from the drop in Citadel Income's long position.
The idea behind Russell Investments Global and Citadel Income 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 Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.

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