Correlation Between Technology Select and New Perspective

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

Diversification Opportunities for Technology Select and New Perspective

0.95
  Correlation Coefficient

Almost no diversification

The 3 months correlation between Technology and New is 0.95. Overlapping area represents the amount of risk that can be diversified away by holding Technology Select Sector and New Perspective Fund in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on New Perspective and Technology Select 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 Technology Select Sector are associated (or correlated) with New Perspective. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of New Perspective has no effect on the direction of Technology Select i.e., Technology Select and New Perspective go up and down completely randomly.

Pair Corralation between Technology Select and New Perspective

Considering the 90-day investment horizon Technology Select Sector is expected to generate 1.67 times more return on investment than New Perspective. However, Technology Select is 1.67 times more volatile than New Perspective Fund. It trades about 0.1 of its potential returns per unit of risk. New Perspective Fund is currently generating about 0.07 per unit of risk. If you would invest  26,593  in Technology Select Sector on August 16, 2025 and sell it today you would earn a total of  2,066  from holding Technology Select Sector or generate 7.77% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

Technology Select Sector  vs.  New Perspective Fund

 Performance 
       Timeline  
Technology Select Sector 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Technology Select Sector are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite quite weak essential indicators, Technology Select may actually be approaching a critical reversion point that can send shares even higher in December 2025.
New Perspective 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in New Perspective Fund are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, New Perspective is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Technology Select and New Perspective Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Technology Select and New Perspective

The main advantage of trading using opposite Technology Select and New Perspective positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Technology Select position performs unexpectedly, New Perspective 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 New Perspective will offset losses from the drop in New Perspective's long position.
The idea behind Technology Select Sector and New Perspective Fund 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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