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Portfolio · Investing Glossary

What Is Correlation?

How closely two investments move in relation to each other.

The Full Definition

Correlation measures how closely the price movements of two assets track each other, on a scale from -1 to +1. A correlation of +1 means two assets move in perfect lockstep; -1 means they move in exactly opposite directions; 0 means there's no relationship at all. Diversification only meaningfully reduces risk when you combine assets with low or negative correlation — holding 20 different tech stocks isn't real diversification because they're all highly correlated to the same sector risk.

Real-World Example

US stocks and US bonds have historically had a low or even negative correlation during stock market downturns, which is why a traditional 60/40 portfolio softens the blow of a crash. Two S&P 500 index funds from different providers, on the other hand, have a correlation of nearly +1 — owning both adds no diversification benefit.

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