Correlation Between Vanguard High-yield and Shelton International

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

Diversification Opportunities for Vanguard High-yield and Shelton International

0.39
  Correlation Coefficient

Weak diversification

The 3 months correlation between VANGUARD and Shelton is 0.39. Overlapping area represents the amount of risk that can be diversified away by holding Vanguard High Yield Tax Exempt and Shelton International Select in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Shelton International and Vanguard High-yield 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 High Yield Tax Exempt are associated (or correlated) with Shelton International. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Shelton International has no effect on the direction of Vanguard High-yield i.e., Vanguard High-yield and Shelton International go up and down completely randomly.

Pair Corralation between Vanguard High-yield and Shelton International

Assuming the 90 days horizon Vanguard High Yield Tax Exempt is expected to generate 0.24 times more return on investment than Shelton International. However, Vanguard High Yield Tax Exempt is 4.17 times less risky than Shelton International. It trades about 0.33 of its potential returns per unit of risk. Shelton International Select is currently generating about 0.08 per unit of risk. If you would invest  1,023  in Vanguard High Yield Tax Exempt on September 4, 2025 and sell it today you would earn a total of  41.00  from holding Vanguard High Yield Tax Exempt or generate 4.01% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Vanguard High Yield Tax Exempt  vs.  Shelton International Select

 Performance 
       Timeline  
Vanguard High Yield 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard High Yield Tax Exempt are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Vanguard High-yield is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Shelton International 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Shelton International Select are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Shelton International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Vanguard High-yield and Shelton International Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Vanguard High-yield and Shelton International

The main advantage of trading using opposite Vanguard High-yield and Shelton International positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Vanguard High-yield position performs unexpectedly, Shelton International 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 Shelton International will offset losses from the drop in Shelton International's long position.
The idea behind Vanguard High Yield Tax Exempt and Shelton International Select 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 Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.

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