Looking to diversify beyond CWVGX? The mutual funds below have the lowest correlation with CWVGX — 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 CWVGX.
Best Diversifiers for CWVGX
1 mutual funds have low correlation with CWVGX (below 0.3), 0 of which are negatively correlated. The least correlated is Calvert Ultra-Short Duration Income Fund (CULAX) (Ultrashort Bond) with a 1Y correlation of 0.08, roughly unchanged from 0.17 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Calvert Ultra-Short Duration Income Fund | 0.08 | 0.09 | 0.17 | 99 | Ultrashort Bond | CWVGX vs CULAX | |
| Federated Hermes International Strategic Value Div... | 0.50 | 0.58 | 0.68 | 63 | Foreign Large Cap Equities | CWVGX vs IVFIX | |
| SA International Value Fund | 0.58 | 0.60 | 0.67 | 89 | Foreign Large Cap Equities | CWVGX vs SAHMX | |
| American Beacon Tocqueville International Value Fu... | 0.58 | 0.64 | 0.76 | 84 | Foreign Large Cap Equities | CWVGX vs TIVFX | |
| Thornburg Global Opportunities Fund | 0.59 | 0.68 | 0.74 | 86 | Foreign Large Cap Equities | CWVGX vs THOIX |
See all 21 diversifiers for CWVGX
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