Correlation Between ProShares VIX and Invesco BulletShares

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Can any of the company-specific risk be diversified away by investing in both ProShares VIX and Invesco BulletShares 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 ProShares VIX and Invesco BulletShares into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between ProShares VIX Short Term and Invesco BulletShares 2029, you can compare the effects of market volatilities on ProShares VIX and Invesco BulletShares 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 ProShares VIX with a short position of Invesco BulletShares. Check out your portfolio center. Please also check ongoing floating volatility patterns of ProShares VIX and Invesco BulletShares.

Diversification Opportunities for ProShares VIX and Invesco BulletShares

-0.34
  Correlation Coefficient

Very good diversification

The 3 months correlation between ProShares and Invesco is -0.34. Overlapping area represents the amount of risk that can be diversified away by holding ProShares VIX Short Term and Invesco BulletShares 2029 in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Invesco BulletShares 2029 and ProShares VIX 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 ProShares VIX Short Term are associated (or correlated) with Invesco BulletShares. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Invesco BulletShares 2029 has no effect on the direction of ProShares VIX i.e., ProShares VIX and Invesco BulletShares go up and down completely randomly.

Pair Corralation between ProShares VIX and Invesco BulletShares

Given the investment horizon of 90 days ProShares VIX Short Term is expected to under-perform the Invesco BulletShares. In addition to that, ProShares VIX is 15.73 times more volatile than Invesco BulletShares 2029. It trades about -0.04 of its total potential returns per unit of risk. Invesco BulletShares 2029 is currently generating about 0.09 per unit of volatility. If you would invest  2,118  in Invesco BulletShares 2029 on September 3, 2025 and sell it today you would earn a total of  28.00  from holding Invesco BulletShares 2029 or generate 1.32% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

ProShares VIX Short Term  vs.  Invesco BulletShares 2029

 Performance 
       Timeline  
ProShares VIX Short 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days ProShares VIX Short Term has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest fragile performance, the Etf's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the ETF investors.
Invesco BulletShares 2029 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco BulletShares 2029 are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable forward-looking indicators, Invesco BulletShares is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors.

ProShares VIX and Invesco BulletShares Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with ProShares VIX and Invesco BulletShares

The main advantage of trading using opposite ProShares VIX and Invesco BulletShares positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if ProShares VIX position performs unexpectedly, Invesco BulletShares 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 Invesco BulletShares will offset losses from the drop in Invesco BulletShares' long position.
The idea behind ProShares VIX Short Term and Invesco BulletShares 2029 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 Transaction History module to view history of all your transactions and understand their impact on performance.

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