Correlation Between BMO Equal and RBC Target

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Can company-specific risk be reduced by holding BMO Equal Weight and RBC Target 2027 together? The view summarizes correlation to explain the diversifiable risk of holding BMO Equal Weight and RBC Target 2027 together.
Cross-correlation between BMO Equal Weight and RBC Target 2027 helps estimate portfolio overlap before combining both positions. You can also test a long BMO Equal and short RBC Target structure to evaluate relative-value behavior. Review volatility patterns in BMO Equal and RBC Target. Go to your portfolio center

Diversification Opportunities for BMO Equal and RBC Target

0.67
  Correlation Coefficient

Poor diversification

The 3 months correlation between BMO and RBC is 0.67. Overlapping area represents the amount of risk that can be diversified away by holding BMO Equal Weight and RBC Target 2027 in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on RBC Target 2027 and BMO Equal 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 BMO Equal Weight are associated (or correlated) with RBC Target. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of RBC Target 2027 has no effect on the direction of BMO Equal i.e., BMO Equal and RBC Target go up and down completely randomly.

Pair Corralation between BMO Equal and RBC Target

Assuming the 90-day trading horizon BMO Equal Weight is expected to generate 41.84 times more return on investment than RBC Target. However, BMO Equal is 41.84 times more volatile than RBC Target 2027. It trades about 0.11 of its potential returns per unit of risk. RBC Target 2027 is currently generating about -0.01 per unit of risk. If you had invested C$ 26,781 in BMO Equal Weight on December 13, 2025 and sold it today you would have earned a total of C$ 5,560 from holding BMO Equal Weight or generated 20.76% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

BMO Equal Weight  vs.  RBC Target 2027

 Performance 
       Timeline  
BMO Equal Weight 
Risk-Adjusted Performance
Moderate
 
Weak
 
Strong
Compared with the broader market, risk-adjusted returns on BMO Equal Weight rank lower than 8% 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 unfluctuating fundamental indicators, BMO Equal displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
RBC Target 2027 
Risk-Adjusted Performance
Weak
 
Weak
 
Strong
Over the last 90 days, RBC Target 2027 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, RBC Target is not utilizing all of its potential. The recent price disarray may contribute to short-term losses for investors. ...more

BMO Equal and RBC Target Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with BMO Equal and RBC Target

Pair trading between BMO Equal and RBC Target 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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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