Looking to diversify beyond DFREX? The mutual funds below have historically moved differently from DFREX, 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 DFREX
20 mutual funds have low correlation with DFREX (below 0.3), 2 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.20 | — | — | 99 | REIT | DFREX vs QREARX | |
| Vanguard Commodity Strategy Fund Admiral Shares | -0.08 | 0.03 | 0.10 | 68 | Commodities | DFREX vs VCMDX | |
| Redwood Real Estate Income Fund | 0.05 | — | — | 100 | REIT | DFREX vs CREMX | |
| DFA One Year Fixed Income Portfolio | 0.07 | 0.07 | 0.10 | 100 | Ultrashort Bond | DFREX vs DFIHX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.09 | 0.22 | 0.23 | 91 | Inflation-Protected Bonds | DFREX vs VTSPX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for DFREX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of -0.08, down from 0.22 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | -0.08 | 0.02 | 0.22 | 56 | Technology |
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