Looking to diversify beyond IVSIX? The mutual funds below have historically moved differently from IVSIX, 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 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 0.27, up from 0.17 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | 0.27 | 0.14 | 0.17 | 61 | Technology Equities | IVSIX vs WSTCX | |
| Delaware Ivy Energy Fund | 0.27 | 0.26 | 0.19 | 92 | Energy Equities | IVSIX vs IEYYX | |
| DFA Two Year Global Fixed Income Portfolio | 0.31 | 0.10 | 0.36 | 100 | Global Bonds | IVSIX vs DFGFX | |
| Destinations Global Fixed Income Opportunities Fun... | 0.45 | 0.49 | 0.49 | 98 | Global Bonds | IVSIX vs DGFFX | |
| Eaton Vance Global Bond Fund | 0.48 | 0.67 | 0.65 | 96 | Global Bonds | IVSIX vs EAIIX |
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