Looking to diversify beyond JPVRX? The mutual funds below have the lowest correlation with JPVRX — 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 JPVRX.
Best Diversifiers for JPVRX
0 mutual funds have low correlation with JPVRX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.34, roughly unchanged from 0.32 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund | 0.34 | 0.29 | 0.32 | 80 | Multisector Bonds | JPVRX vs JMSIX | |
| Kopernik International Fund | 0.59 | 0.52 | 0.62 | 81 | Foreign Large Cap Equities | JPVRX vs KGIIX | |
| Thornburg Global Opportunities Fund | 0.60 | 0.71 | 0.78 | 94 | Foreign Large Cap Equities | JPVRX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 0.61 | 0.66 | 0.76 | 93 | Foreign Large Cap Equities | JPVRX vs TIVFX | |
| JPMorgan Equity Income Fund R6 | 0.64 | 0.60 | 0.69 | 65 | Large Cap Value Equities, Dividend | JPVRX vs OIEJX |
See all 16 diversifiers for JPVRX
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