Looking to diversify beyond RYVFX? The mutual funds below have historically moved differently from RYVFX, 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 RYVFX
0 mutual funds have low correlation with RYVFX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund Class I (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.30, down from 0.53 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund Class I | 0.30 | 0.46 | 0.53 | 94 | Small Cap Value Equities | RYVFX vs AVALX | |
| DFA Emerging Markets Portfolio | 0.32 | 0.41 | 0.49 | 66 | Emerging Markets Equities | RYVFX vs DFEMX | |
| Fidelity International Index Fund | 0.54 | 0.58 | 0.64 | 70 | Foreign Large Cap Equities | RYVFX vs FSPSX | |
| Fidelity 500 Index Fund | 0.58 | 0.65 | 0.73 | 64 | S&P 500 | RYVFX vs FXAIX | |
| Invesco Small Cap Value Fund | 0.63 | 0.78 | 0.84 | 76 | Small Cap Value Equities | RYVFX vs VSCAX |
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