Looking to diversify beyond SWHRX? The mutual funds below have the lowest correlation with SWHRX — 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 SWHRX.
Best Diversifiers for SWHRX
0 mutual funds have low correlation with SWHRX (below 0.3), 0 of which are negatively correlated. The least correlated is Schwab Small-Cap Index Fund-Select Shares (SWSSX) (Small Cap Blend Equities) with a 1Y correlation of 0.79, roughly unchanged from 0.81 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Schwab Small-Cap Index Fund-Select Shares | 0.79 | 0.79 | 0.81 | 61 | Small Cap Blend Equities | SWHRX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | 0.79 | 0.83 | 0.84 | 92 | Large Cap Value Equities | SWHRX vs SFLNX | |
| Dimensional Retirement Income Fund | 0.81 | 0.87 | 0.83 | 85 | Target Retirement Date | SWHRX vs TDIFX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.85 | 0.89 | 0.91 | 86 | Target Retirement Date | SWHRX vs DRILX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 0.85 | 0.88 | 0.90 | 86 | Target Retirement Date | SWHRX vs DTDRX |
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