Correlation Between Main Sector and Invesco Water

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

Diversification Opportunities for Main Sector and Invesco Water

0.13
  Correlation Coefficient

Average diversification

The 3 months correlation between Main and Invesco is 0.13. Overlapping area represents the amount of risk that can be diversified away by holding Main Sector Rotation and Invesco Water Resources in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Invesco Water Resources and Main Sector 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 Main Sector Rotation are associated (or correlated) with Invesco Water. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Invesco Water Resources has no effect on the direction of Main Sector i.e., Main Sector and Invesco Water go up and down completely randomly.

Pair Corralation between Main Sector and Invesco Water

Given the investment horizon of 90 days Main Sector Rotation is expected to generate 0.88 times more return on investment than Invesco Water. However, Main Sector Rotation is 1.14 times less risky than Invesco Water. It trades about 0.12 of its potential returns per unit of risk. Invesco Water Resources is currently generating about 0.01 per unit of risk. If you would invest  5,971  in Main Sector Rotation on August 31, 2025 and sell it today you would earn a total of  378.00  from holding Main Sector Rotation or generate 6.33% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Main Sector Rotation  vs.  Invesco Water Resources

 Performance 
       Timeline  
Main Sector Rotation 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Main Sector Rotation are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak fundamental indicators, Main Sector may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Invesco Water Resources 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Invesco Water Resources has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy technical indicators, Invesco Water is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors.

Main Sector and Invesco Water Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Main Sector and Invesco Water

The main advantage of trading using opposite Main Sector and Invesco Water positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Main Sector position performs unexpectedly, Invesco Water 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 Invesco Water will offset losses from the drop in Invesco Water's long position.
The idea behind Main Sector Rotation and Invesco Water Resources 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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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