Correlation Between Saat Tax-managed and Matthews Asia

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

Diversification Opportunities for Saat Tax-managed and Matthews Asia

0.58
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Saat and Matthews is 0.58. Overlapping area represents the amount of risk that can be diversified away by holding Saat Tax Managed Aggressive and Matthews Asia Growth in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Matthews Asia Growth and Saat Tax-managed 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 Saat Tax Managed Aggressive are associated (or correlated) with Matthews Asia. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Matthews Asia Growth has no effect on the direction of Saat Tax-managed i.e., Saat Tax-managed and Matthews Asia go up and down completely randomly.

Pair Corralation between Saat Tax-managed and Matthews Asia

Assuming the 90 days horizon Saat Tax-managed is expected to generate 1.04 times less return on investment than Matthews Asia. But when comparing it to its historical volatility, Saat Tax Managed Aggressive is 1.99 times less risky than Matthews Asia. It trades about 0.09 of its potential returns per unit of risk. Matthews Asia Growth is currently generating about 0.05 of returns per unit of risk over similar time horizon. If you would invest  2,586  in Matthews Asia Growth on September 4, 2025 and sell it today you would earn a total of  81.00  from holding Matthews Asia Growth or generate 3.13% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Saat Tax Managed Aggressive  vs.  Matthews Asia Growth

 Performance 
       Timeline  
Saat Tax Managed 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Saat Tax Managed Aggressive are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Saat Tax-managed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Matthews Asia Growth 

Risk-Adjusted Performance

Soft

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

Saat Tax-managed and Matthews Asia Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Saat Tax-managed and Matthews Asia

The main advantage of trading using opposite Saat Tax-managed and Matthews Asia positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Saat Tax-managed position performs unexpectedly, Matthews Asia 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 Matthews Asia will offset losses from the drop in Matthews Asia's long position.
The idea behind Saat Tax Managed Aggressive and Matthews Asia Growth 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 Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.

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