Looking to diversify beyond SJVIX? The mutual funds below have historically moved differently from SJVIX, 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 SJVIX
1 mutual funds have low correlation with SJVIX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.21, down from 0.53 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.21 | 0.53 | — | 94 | Large Cap Value Equities | SJVIX vs LEXCX | |
| Federated Hermes Strategic Value Dividend Fund | 0.35 | 0.55 | — | 95 | Large Cap Value Equities | SJVIX vs SVAIX | |
| Buffalo Flexible Income Fund | 0.41 | 0.67 | — | 88 | Large Cap Value Equities | SJVIX vs BUFBX | |
| AMG Yacktman Focused Fund | 0.41 | 0.63 | — | 91 | Large Cap Value Equities | SJVIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 0.54 | 0.72 | — | 96 | Large Cap Value Equities | SJVIX vs HFCVX |
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