Looking to diversify beyond BUBIX? The mutual funds below have historically moved differently from BUBIX, 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 BUBIX
84 mutual funds have low correlation with BUBIX (below 0.3), 1 of which are negatively correlated. The least correlated is T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) (Ultrashort Bond) with a 1Y correlation of -0.03, down from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Ultra Short-Term Bond Fund | -0.03 | 0.07 | 0.12 | 98 | Ultrashort Bond | BUBIX vs TRBUX | |
| DFA Two-Year Government Portfolio | 0.01 | -0.01 | 0.14 | 99 | Ultrashort Bond | BUBIX vs DFYGX | |
| PIMCO Short Term Fund | 0.03 | 0.03 | 0.07 | 99 | Ultrashort Bond | BUBIX vs PTSHX | |
| BBH Limited Duration Fund Class N | 0.06 | 0.23 | 0.26 | 98 | Ultrashort Bond | BUBIX vs BBBMX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.06 | 0.09 | 0.13 | 63 | Ultrashort Bond | BUBIX vs CUTAX |
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