MBI vs VALU: Correlation
How closely do MBIA Inc. (MBI) and Value Line, Inc. (VALU) trade together? Their weekly returns over three years give a correlation of 0.31, which is moderate.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are MBI and VALU?
Across a 3-year window, the weekly returns of MBI and VALU correlate at 0.31, moderate. The relationship has been stable: the 1-year correlation (0.39) sits close to the 3-year figure. Stretching to 5 years gives 0.26, with an annualized covariance of 844.5 %².
Among the 13 assets we track against MBI, VALU ranks #8 by 3-year correlation. Their recent paths diverged sharply: over the last 12 months VALU outperformed by 41.7 percentage points (-41.0% for MBI against +0.7% for VALU). One caveat on sizing: MBI is 1.7 times as volatile as the other leg, so an equal-dollar split is far from equal-risk.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
MBI vs VALU: side by side
| MBI (MBIA Inc.) | VALU (Value Line, Inc.) | |
|---|---|---|
| 1-year return | -41.0% | +0.7% |
| 5-year return | -0.5% | +11.4% |
| Volatility (ann.) | 68.8% | 39.5% |
| Beta vs S&P 500 | 0.81 | 0.29 |
| Max drawdown (3Y) | -51.9% | -40.3% |
| Market cap | $0.2B | $0.3B |
| P/E (trailing) | – | 16.1 |
| Dividend yield | 0.00% | 3.58% |
| Sector / category | US Listed | US Listed |
Year-by-year returns
| Year | MBI | VALU |
|---|---|---|
| 2022 | -18.6% | +10.3% |
| 2023 | +9.2% | -1.9% |
| 2024 | +5.6% | +11.3% |
| 2025 | +10.8% | -24.9% |
| 2026 | -33.0% | -1.5% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are MBI and VALU good diversifiers for each other?
A fair diversifier. At 0.31, enough of each asset's movement is its own that the pair has smoothed outcomes historically.
FAQ
What is the correlation between MBI and VALU?
As of 2026-08-27, the correlation of weekly returns between MBI and VALU is 0.31 over 3 years, 0.39 over 1 year and 0.26 over 5 years.
Is VALU a good diversifier for MBI?
A fair diversifier. At 0.31, enough of each asset's movement is its own that the pair has smoothed outcomes historically.
What does a correlation of 0.31 mean?
Correlation ranges from −1 to +1. Values near +1 mean two assets move together, near 0 that they move independently, and negative values that they tend to move in opposite directions. It measures co-movement, not performance.
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Related comparisons
Hubs: MBI correlations · VALU correlations
