Looking to diversify beyond AAANX? The mutual funds below have historically moved differently from AAANX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for AAANX
1 mutual funds have low correlation with AAANX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Tactical Opportunities Fund Institutional Class (PBAIX) (Tactical Allocation) with a 1Y correlation of 0.04, down from 0.22 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Tactical Opportunities Fund Institutiona... | 0.04 | 0.30 | 0.22 | 84 | Tactical Allocation | AAANX vs PBAIX | |
| Goldman Sachs TacticalTiltOverlayFund | 0.45 | 0.30 | 0.45 | 66 | Tactical Allocation | AAANX vs TTIFX | |
| Quantified Evolution Plus Fund | 0.45 | 0.55 | 0.42 | 81 | Tactical Allocation | AAANX vs QEVOX | |
| Hussman Strategic Total Return Fund | 0.46 | 0.36 | 0.39 | 91 | Tactical Allocation | AAANX vs HSTRX | |
| AQR Diversifying Strategies Fund Class N | 0.50 | 0.37 | 0.18 | 94 | Tactical Allocation | AAANX vs QDSNX |
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