Looking to diversify beyond SWASX? The mutual funds below have the lowest correlation with SWASX — 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 SWASX.
Best Diversifiers for SWASX
3 mutual funds have low correlation with SWASX (below 0.3), 3 of which are negatively correlated.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.22 | — | — | 98 | REIT | SWASX vs QREARX | |
| Redwood Real Estate Income Fund | -0.02 | — | — | 100 | REIT | SWASX vs CREMX | |
| Parametric Commodity Strategy Fund Class A | -0.01 | 0.12 | 0.18 | 89 | Commodities | SWASX vs EAPCX | |
| Schwab S&P 500 Index Fund | 0.45 | 0.55 | 0.65 | 73 | Large Cap Blend Equities, S&P 500 | SWASX vs SWPPX | |
| Schwab 1000 Index Fund | 0.45 | 0.56 | 0.66 | 70 | Large Cap Blend Equities | SWASX vs SNXFX |
See all 9 diversifiers for SWASX
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