Looking to diversify beyond SWIRX? The mutual funds below have the lowest correlation with SWIRX — 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 SWIRX.
Best Diversifiers for SWIRX
0 mutual funds have low correlation with SWIRX (below 0.3), 0 of which are negatively correlated. The least correlated is Dimensional Retirement Income Fund (TDIFX) (Target Retirement Date) with a 1Y correlation of 0.76, roughly unchanged from 0.77 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 0.76 | 0.80 | 0.77 | 81 | Target Retirement Date | SWIRX vs TDIFX | |
| Schwab Fundamental US Large Company Index Fund | 0.83 | 0.87 | 0.88 | 90 | Large Cap Value Equities | SWIRX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.83 | 0.83 | 0.85 | 56 | Small Cap Blend Equities | SWIRX vs SWSSX | |
| Prudential Day One Income Fund | 0.85 | 0.84 | 0.85 | 83 | Target Retirement Date | SWIRX vs PDAHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 0.85 | 0.79 | 0.79 | 70 | Target Retirement Date | SWIRX vs FRQIX |
See all 77 diversifiers for SWIRX
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