Correlation Between Safe Bulkers and Icon Energy

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

Diversification Opportunities for Safe Bulkers and Icon Energy

-0.77
  Correlation Coefficient

Pay attention - limited upside

The 3 months correlation between Safe and Icon is -0.77. Overlapping area represents the amount of risk that can be diversified away by holding Safe Bulkers and Icon Energy Corp in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Icon Energy Corp and Safe Bulkers 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 Safe Bulkers are associated (or correlated) with Icon Energy. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Icon Energy Corp has no effect on the direction of Safe Bulkers i.e., Safe Bulkers and Icon Energy go up and down completely randomly.

Pair Corralation between Safe Bulkers and Icon Energy

Allowing for the 90-day total investment horizon Safe Bulkers is expected to generate 0.41 times more return on investment than Icon Energy. However, Safe Bulkers is 2.41 times less risky than Icon Energy. It trades about 0.17 of its potential returns per unit of risk. Icon Energy Corp is currently generating about -0.28 per unit of risk. If you would invest  432.00  in Safe Bulkers on September 3, 2025 and sell it today you would earn a total of  95.00  from holding Safe Bulkers or generate 21.99% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Safe Bulkers  vs.  Icon Energy Corp

 Performance 
       Timeline  
Safe Bulkers 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Safe Bulkers are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unfluctuating fundamental drivers, Safe Bulkers sustained solid returns over the last few months and may actually be approaching a breakup point.
Icon Energy Corp 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Icon Energy Corp has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's basic indicators remain very healthy which may send shares a bit higher in January 2026. The recent disarray may also be a sign of long period up-swing for the firm investors.

Safe Bulkers and Icon Energy Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Safe Bulkers and Icon Energy

The main advantage of trading using opposite Safe Bulkers and Icon Energy positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Safe Bulkers position performs unexpectedly, Icon Energy 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 Icon Energy will offset losses from the drop in Icon Energy's long position.
The idea behind Safe Bulkers and Icon Energy Corp 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 ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.

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