Looking to diversify beyond STBCX? The mutual funds below have the lowest correlation with STBCX — 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 STBCX.
Best Diversifiers for STBCX
10 mutual funds have low correlation with STBCX (below 0.3), 1 of which are negatively correlated. The least correlated is DFA Two-Year Fixed Income Portfolio (DFCFX) (Short-Term Bond) with a 1Y correlation of -0.02, down from 0.31 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.02 | 0.02 | 0.31 | 65 | Short-Term Bond | STBCX vs DFCFX | |
| Invesco Value Opportunities Fund | 0.17 | 0.10 | 0.10 | 85 | Mid Cap Value Equities | STBCX vs VVOAX | |
| GuidePath Absolute Return Allocation Fund | 0.17 | 0.44 | 0.52 | 57 | Short-Term Bond | STBCX vs GPARX | |
| Invesco Small Cap Value Fund | 0.18 | 0.11 | 0.11 | 89 | Small Cap Value Equities | STBCX vs VSCAX | |
| DFA Short-Duration Real Return Portfolio | 0.20 | 0.23 | 0.35 | 98 | Short-Term Bond | STBCX vs DFAIX |
See all 23 diversifiers for STBCX
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