Correlation Between Undiscovered Managers and Hodges Small

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

Diversification Opportunities for Undiscovered Managers and Hodges Small

0.96
  Correlation Coefficient

Almost no diversification

The 3 months correlation between Undiscovered and Hodges is 0.96. Overlapping area represents the amount of risk that can be diversified away by holding Undiscovered Managers Behavior and Hodges Small Intrinsic in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Hodges Small Intrinsic and Undiscovered Managers 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 Undiscovered Managers Behavioral are associated (or correlated) with Hodges Small. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Hodges Small Intrinsic has no effect on the direction of Undiscovered Managers i.e., Undiscovered Managers and Hodges Small go up and down completely randomly.

Pair Corralation between Undiscovered Managers and Hodges Small

Assuming the 90 days horizon Undiscovered Managers Behavioral is expected to under-perform the Hodges Small. But the mutual fund apears to be less risky and, when comparing its historical volatility, Undiscovered Managers Behavioral is 1.28 times less risky than Hodges Small. The mutual fund trades about -0.06 of its potential returns per unit of risk. The Hodges Small Intrinsic is currently generating about -0.01 of returns per unit of risk over similar time horizon. If you would invest  1,930  in Hodges Small Intrinsic on September 5, 2025 and sell it today you would lose (25.00) from holding Hodges Small Intrinsic or give up 1.3% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

Undiscovered Managers Behavior  vs.  Hodges Small Intrinsic

 Performance 
       Timeline  
Undiscovered Managers 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Undiscovered Managers Behavioral has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Undiscovered Managers is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Hodges Small Intrinsic 

Risk-Adjusted Performance

Weakest

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

Undiscovered Managers and Hodges Small Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Undiscovered Managers and Hodges Small

The main advantage of trading using opposite Undiscovered Managers and Hodges Small positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Undiscovered Managers position performs unexpectedly, Hodges Small 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 Hodges Small will offset losses from the drop in Hodges Small's long position.
The idea behind Undiscovered Managers Behavioral and Hodges Small Intrinsic 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 Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.

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