Looking to diversify beyond SWCRX? The mutual funds below have the lowest correlation with SWCRX — 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 SWCRX.
Best Diversifiers for SWCRX
0 mutual funds have low correlation with SWCRX (below 0.3), 0 of which are negatively correlated. The least correlated is Permanent Portfolio Short-Term Treasury Portfolio (PRTBX) (Ultrashort Bond) with a 1Y correlation of 0.42, roughly unchanged from 0.33 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Permanent Portfolio Short-Term Treasury Portfolio | 0.42 | 0.33 | 0.33 | 99 | Ultrashort Bond | SWCRX vs PRTBX | |
| Schwab Monthly Income Fund - Moderate Payout | 0.74 | 0.81 | 0.87 | 68 | Diversified Portfolio | SWCRX vs SWJRX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.79 | 0.77 | 0.79 | 64 | Small Cap Blend Equities | SWCRX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | 0.79 | 0.81 | 0.81 | 92 | Large Cap Value Equities | SWCRX vs SFLNX | |
| Dimensional Retirement Income Fund | 0.82 | 0.88 | 0.86 | 83 | Target Retirement Date | SWCRX vs TDIFX |
See all 66 diversifiers for SWCRX
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