Correlation Between Timothy Plan and Timothy Largemip

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

Diversification Opportunities for Timothy Plan and Timothy Largemip

0.27
  Correlation Coefficient

Modest diversification

The 3 months correlation between Timothy and Timothy is 0.27. Overlapping area represents the amount of risk that can be diversified away by holding Timothy Plan Growth and Timothy Largemip Cap Growth in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Timothy Largemip Cap and Timothy Plan 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 Timothy Plan Growth are associated (or correlated) with Timothy Largemip. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Timothy Largemip Cap has no effect on the direction of Timothy Plan i.e., Timothy Plan and Timothy Largemip go up and down completely randomly.

Pair Corralation between Timothy Plan and Timothy Largemip

Assuming the 90 days horizon Timothy Plan Growth is expected to under-perform the Timothy Largemip. But the mutual fund apears to be less risky and, when comparing its historical volatility, Timothy Plan Growth is 8.92 times less risky than Timothy Largemip. The mutual fund trades about -0.01 of its potential returns per unit of risk. The Timothy Largemip Cap Growth is currently generating about 0.12 of returns per unit of risk over similar time horizon. If you would invest  668.00  in Timothy Largemip Cap Growth on October 7, 2025 and sell it today you would earn a total of  151.00  from holding Timothy Largemip Cap Growth or generate 22.6% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Timothy Plan Growth  vs.  Timothy Largemip Cap Growth

 Performance 
       Timeline  
Timothy Plan Growth 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Timothy Plan Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Timothy Plan is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Timothy Largemip Cap 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Timothy Largemip Cap Growth are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Timothy Largemip showed solid returns over the last few months and may actually be approaching a breakup point.

Timothy Plan and Timothy Largemip Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Timothy Plan and Timothy Largemip

The main advantage of trading using opposite Timothy Plan and Timothy Largemip positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Timothy Plan position performs unexpectedly, Timothy Largemip 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 Timothy Largemip will offset losses from the drop in Timothy Largemip's long position.
The idea behind Timothy Plan Growth and Timothy Largemip Cap 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.
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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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

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