Correlation Between Wealthsimple Developed and RBC Canadian

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Is diversification improved when Wealthsimple Developed Markets and RBC Canadian Preferred appear in the same portfolio? Correlation context here helps quantify the diversifiable risk between Wealthsimple Developed Markets and RBC Canadian Preferred.
Cross-correlation between Wealthsimple Developed Markets and RBC Canadian Preferred helps estimate portfolio overlap before combining both positions. You can also test a long Wealthsimple Developed and short RBC Canadian structure to evaluate relative-value behavior. Review volatility patterns in Wealthsimple Developed and RBC Canadian. Go to your portfolio center

Diversification Opportunities for Wealthsimple Developed and RBC Canadian

0.3
  Correlation Coefficient

Weak diversification

The 3 months correlation between Wealthsimple and RBC is 0.3. Overlapping area represents the amount of risk that can be diversified away by holding Wealthsimple Developed Markets and RBC Canadian Preferred in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on RBC Canadian Preferred and Wealthsimple Developed 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 Wealthsimple Developed Markets are associated (or correlated) with RBC Canadian. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of RBC Canadian Preferred has no effect on the direction of Wealthsimple Developed i.e., Wealthsimple Developed and RBC Canadian go up and down completely randomly.

Pair Corralation between Wealthsimple Developed and RBC Canadian

Assuming the 90-day trading horizon Wealthsimple Developed Markets is expected to under-perform the RBC Canadian. In addition to that, Wealthsimple Developed is 3.72 times more volatile than RBC Canadian Preferred. It trades about -0.06 of its total potential returns per unit of risk. RBC Canadian Preferred is currently generating about 0.23 per unit of volatility. If you had invested C$ 2,401 in RBC Canadian Preferred on December 15, 2025 and sold it today you would have earned a total of C$ 75.00 from holding RBC Canadian Preferred or generated 3.12% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Wealthsimple Developed Markets  vs.  RBC Canadian Preferred

 Performance 
       Timeline  
Wealthsimple Developed 
Risk-Adjusted Performance
Weak
 
Weak
 
Strong
Over the last 90 days, Wealthsimple Developed Markets generated negative risk-adjusted returns and added little value for investors with long positions. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. In spite of very healthy basic indicators, Wealthsimple Developed is not utilizing all of its potential. The recent price disarray may contribute to short-term losses for investors. ...more
RBC Canadian Preferred 
Risk-Adjusted Performance
Constructive
 
Weak
 
Strong
Compared with the broader market, risk-adjusted returns on RBC Canadian Preferred rank lower than 17% of all global equities and portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. In spite of very healthy technical and fundamental indicators, RBC Canadian is not utilizing all of its potential. The recent price disarray may contribute to short-term losses for investors. ...more

Wealthsimple Developed and RBC Canadian Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Wealthsimple Developed and RBC Canadian

Pair trading between Wealthsimple Developed and RBC Canadian can reduce some unsystematic risk by balancing one position against another. The objective is to profit from relative movement while reducing dependence on the market's overall direction.
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The information on this page should be treated as a complementary input when building or adjusting a diversified portfolio. The stronger workflow is to validate these signals with other models before acting. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

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