Looking to diversify beyond IVSIX? The mutual funds below have the lowest correlation with IVSIX — 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 IVSIX.
Best Diversifiers for IVSIX
2 mutual funds have low correlation with IVSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Delaware Ivy Science and Technology Fund (WSTCX) (Technology Equities) with a 1Y correlation of 0.24, roughly unchanged from 0.16 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | 0.24 | 0.14 | 0.16 | 86 | Technology Equities | IVSIX vs WSTCX | |
| Delaware Ivy Energy Fund | 0.26 | 0.26 | 0.18 | 96 | Energy Equities | IVSIX vs IEYYX | |
| Destinations Global Fixed Income Opportunities Fun... | 0.38 | 0.47 | 0.48 | 76 | Global Bonds | IVSIX vs DGFFX | |
| Eaton Vance Global Bond Fund | 0.48 | 0.68 | 0.65 | 91 | Global Bonds | IVSIX vs EAIIX | |
| Dunham International Opportunity Bond Fund | 0.60 | 0.72 | 0.69 | 55 | Global Bonds | IVSIX vs DAIOX |
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