Looking to diversify beyond AIWEX? The mutual funds below have the lowest correlation with AIWEX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from AIWEX.
Best Diversifiers for AIWEX
0 mutual funds have low correlation with AIWEX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory Global Energy Transition Fund Class Y (RSNYX) (Energy Equities) with a 1Y correlation of 0.41, down from 0.70 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 0.41 | 0.61 | 0.70 | 97 | Energy Equities | AIWEX vs RSNYX | |
| Victory Global Energy Transition Fund | 0.41 | 0.61 | 0.70 | 97 | Energy Equities | AIWEX vs RSNRX | |
| Delaware Ivy Energy Fund | 0.51 | 0.59 | 0.75 | 96 | Energy Equities | AIWEX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 0.61 | 0.73 | 0.77 | 71 | Energy Equities | AIWEX vs EIPIX | |
| Vanguard Energy Fund Investor Shares | 0.61 | 0.72 | 0.82 | 85 | Energy Equities | AIWEX vs VGENX |
See all 17 diversifiers for AIWEX
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