Investment Analysis

Correlation

A value between -1 and +1 that shows how two investments move together—lower correlation improves diversification.

Also known as: asset correlation, portfolio correlation

What You Need to Know

Correlation quantifies the relationship between two assets:

  • +1.0: Move in lockstep (same direction, same magnitude)
  • 0.0: No relationship (random movement)
  • -1.0: Move perfectly opposite (ideal diversifier)

Use Cases:

  • Blend assets with low or negative correlations to reduce portfolio volatility
  • Understand why international stocks and commodities help during U.S. market drops
  • Avoid owning multiple funds with high overlap (correlation near +1)

Example: Stocks vs. bonds typically show correlation around 0.2—bonds tend to hold up when stocks fall.

Sources & References

This information is sourced from authoritative government and academic institutions:

  • investor.gov

    https://www.investor.gov/introduction-investing/investing-basics/glossary/correlation