Correlation Between Tennessee Tax-free and Janus Investment

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

Diversification Opportunities for Tennessee Tax-free and Janus Investment

0.41
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Tennessee and Janus is 0.41. Overlapping area represents the amount of risk that can be diversified away by holding Tennessee Tax Free Income and Janus Investment in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Janus Investment and Tennessee Tax-free 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 Tennessee Tax Free Income are associated (or correlated) with Janus Investment. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Janus Investment has no effect on the direction of Tennessee Tax-free i.e., Tennessee Tax-free and Janus Investment go up and down completely randomly.

Pair Corralation between Tennessee Tax-free and Janus Investment

Assuming the 90 days horizon Tennessee Tax-free is expected to generate 1.0 times less return on investment than Janus Investment. But when comparing it to its historical volatility, Tennessee Tax Free Income is 3.58 times less risky than Janus Investment. It trades about 0.42 of its potential returns per unit of risk. Janus Investment is currently generating about 0.12 of returns per unit of risk over similar time horizon. If you would invest  1,282  in Janus Investment on September 1, 2025 and sell it today you would earn a total of  62.00  from holding Janus Investment or generate 4.84% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Tennessee Tax Free Income  vs.  Janus Investment

 Performance 
       Timeline  
Tennessee Tax Free 

Risk-Adjusted Performance

High

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Tennessee Tax Free Income are ranked lower than 33 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Tennessee Tax-free is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Janus Investment 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Janus Investment are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Janus Investment is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Tennessee Tax-free and Janus Investment Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Tennessee Tax-free and Janus Investment

The main advantage of trading using opposite Tennessee Tax-free and Janus Investment positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Tennessee Tax-free position performs unexpectedly, Janus Investment 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 Janus Investment will offset losses from the drop in Janus Investment's long position.
The idea behind Tennessee Tax Free Income and Janus Investment 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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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