Looking to diversify beyond SWDSX? The mutual funds below have the lowest correlation with SWDSX — 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 SWDSX.
Best Diversifiers for SWDSX
0 mutual funds have low correlation with SWDSX (below 0.3), 0 of which are negatively correlated. The least correlated is Rydex NASDAQ-100 2x Strategy Fund (RYVYX) (Leveraged Equities) with a 1Y correlation of 0.39, down from 0.60 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Rydex NASDAQ-100 2x Strategy Fund | 0.39 | 0.48 | 0.60 | 62 | Leveraged Equities | SWDSX vs RYVYX | |
| USAA Nasdaq 100 Index Fund | 0.39 | 0.48 | 0.60 | 69 | Nasdaq-100, Large Cap Growth Equities | SWDSX vs USNQX | |
| Rational Equity Armor Fund | 0.45 | 0.55 | 0.68 | 56 | Large Cap Value Equities | SWDSX vs HDCTX | |
| Fidelity Dividend Growth Fund | 0.57 | 0.64 | 0.78 | 86 | Large Cap Blend Equities, Dividend | SWDSX vs FDGFX | |
| Vanguard Total International Stock Index Fund Admi... | 0.57 | 0.60 | 0.68 | 68 | Foreign Large Cap Equities | SWDSX vs VTIAX |
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