Correlation Between IShares SP and Franklin Canadian

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

Diversification Opportunities for IShares SP and Franklin Canadian

0.24
  Correlation Coefficient

Modest diversification

The 3 months correlation between IShares and Franklin is 0.24. Overlapping area represents the amount of risk that can be diversified away by holding iShares SP Mid Cap and Franklin Canadian Short in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Franklin Canadian Short and IShares SP 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 iShares SP Mid Cap are associated (or correlated) with Franklin Canadian. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Franklin Canadian Short has no effect on the direction of IShares SP i.e., IShares SP and Franklin Canadian go up and down completely randomly.

Pair Corralation between IShares SP and Franklin Canadian

Assuming the 90 days trading horizon IShares SP is expected to generate 2.24 times less return on investment than Franklin Canadian. In addition to that, IShares SP is 8.99 times more volatile than Franklin Canadian Short. It trades about 0.01 of its total potential returns per unit of risk. Franklin Canadian Short is currently generating about 0.26 per unit of volatility. If you would invest  1,913  in Franklin Canadian Short on August 18, 2025 and sell it today you would earn a total of  34.00  from holding Franklin Canadian Short or generate 1.78% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

iShares SP Mid Cap  vs.  Franklin Canadian Short

 Performance 
       Timeline  
iShares SP Mid 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in iShares SP Mid Cap are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy technical indicators, IShares SP is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.
Franklin Canadian Short 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Canadian Short are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Franklin Canadian is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.

IShares SP and Franklin Canadian Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with IShares SP and Franklin Canadian

The main advantage of trading using opposite IShares SP and Franklin Canadian positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if IShares SP position performs unexpectedly, Franklin Canadian 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 Canadian will offset losses from the drop in Franklin Canadian's long position.
The idea behind iShares SP Mid Cap and Franklin Canadian Short 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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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