Correlation Between IShares MSCI and Harvest Equal

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

Diversification Opportunities for IShares MSCI and Harvest Equal

0.56
  Correlation Coefficient

Very weak diversification

The 3 months correlation between IShares and Harvest is 0.56. Overlapping area represents the amount of risk that can be diversified away by holding iShares MSCI Canada and Harvest Equal Weight in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Harvest Equal Weight and IShares MSCI 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 MSCI Canada are associated (or correlated) with Harvest Equal. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Harvest Equal Weight has no effect on the direction of IShares MSCI i.e., IShares MSCI and Harvest Equal go up and down completely randomly.

Pair Corralation between IShares MSCI and Harvest Equal

Assuming the 90 days trading horizon iShares MSCI Canada is expected to generate 1.75 times more return on investment than Harvest Equal. However, IShares MSCI is 1.75 times more volatile than Harvest Equal Weight. It trades about 0.21 of its potential returns per unit of risk. Harvest Equal Weight is currently generating about 0.05 per unit of risk. If you would invest  5,276  in iShares MSCI Canada on August 29, 2025 and sell it today you would earn a total of  181.00  from holding iShares MSCI Canada or generate 3.43% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy95.65%
ValuesDaily Returns

iShares MSCI Canada  vs.  Harvest Equal Weight

 Performance 
       Timeline  
iShares MSCI Canada 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in iShares MSCI Canada are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, IShares MSCI is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.
Harvest Equal Weight 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Harvest Equal Weight are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Harvest Equal is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.

IShares MSCI and Harvest Equal Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with IShares MSCI and Harvest Equal

The main advantage of trading using opposite IShares MSCI and Harvest Equal positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if IShares MSCI position performs unexpectedly, Harvest Equal 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 Harvest Equal will offset losses from the drop in Harvest Equal's long position.
The idea behind iShares MSCI Canada and Harvest Equal Weight 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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