Correlation Between Vanguard Health and Franklin Small

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

Diversification Opportunities for Vanguard Health and Franklin Small

0.46
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Vanguard and Franklin is 0.46. Overlapping area represents the amount of risk that can be diversified away by holding Vanguard Health Care and Franklin Small Cap in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Franklin Small Cap and Vanguard Health 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 Vanguard Health Care are associated (or correlated) with Franklin Small. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Franklin Small Cap has no effect on the direction of Vanguard Health i.e., Vanguard Health and Franklin Small go up and down completely randomly.

Pair Corralation between Vanguard Health and Franklin Small

Assuming the 90 days horizon Vanguard Health Care is expected to generate 0.79 times more return on investment than Franklin Small. However, Vanguard Health Care is 1.26 times less risky than Franklin Small. It trades about 0.23 of its potential returns per unit of risk. Franklin Small Cap is currently generating about 0.11 per unit of risk. If you would invest  7,695  in Vanguard Health Care on September 6, 2025 and sell it today you would earn a total of  1,105  from holding Vanguard Health Care or generate 14.36% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Vanguard Health Care  vs.  Franklin Small Cap

 Performance 
       Timeline  
Vanguard Health Care 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Health Care are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Vanguard Health showed solid returns over the last few months and may actually be approaching a breakup point.
Franklin Small Cap 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Small Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Franklin Small may actually be approaching a critical reversion point that can send shares even higher in January 2026.

Vanguard Health and Franklin Small Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Vanguard Health and Franklin Small

The main advantage of trading using opposite Vanguard Health and Franklin Small positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Vanguard Health position performs unexpectedly, Franklin 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 Franklin Small will offset losses from the drop in Franklin Small's long position.
The idea behind Vanguard Health Care and Franklin Small Cap 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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.

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