Looking to diversify beyond SWDRX? The mutual funds below have the lowest correlation with SWDRX — 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 SWDRX.
Best Diversifiers for SWDRX
0 mutual funds have low correlation with SWDRX (below 0.3), 0 of which are negatively correlated. The least correlated is Shenkman Capital Floating Rate High Income Fund (SFHIX) (Bank Loan) with a 1Y correlation of 0.35, roughly unchanged from 0.37 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Shenkman Capital Floating Rate High Income Fund | 0.35 | 0.37 | 0.37 | 70 | Bank Loan | SWDRX vs SFHIX | |
| Dimensional Retirement Income Fund | 0.79 | 0.83 | 0.79 | 85 | Target Retirement Date | SWDRX vs TDIFX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.82 | 0.82 | 0.84 | 61 | Small Cap Blend Equities | SWDRX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | 0.83 | 0.86 | 0.87 | 92 | Large Cap Value Equities | SWDRX vs SFLNX | |
| Voya Target In-Retirement Fund | 0.87 | 0.88 | 0.87 | 84 | Target Retirement Date | SWDRX vs ISOLX |
See all 73 diversifiers for SWDRX
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