Looking to diversify beyond SWISX? The mutual funds below have historically moved differently from SWISX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for SWISX
7 mutual funds have low correlation with SWISX (below 0.3), 2 of which are negatively correlated. The least correlated is Fidelity Select Energy Portfolio (FSENX) (Energy Equities) with a 1Y correlation of -0.04, down from 0.32 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Select Energy Portfolio | -0.04 | 0.18 | 0.32 | 87 | Energy Equities | SWISX vs FSENX | |
| DFA Commodity Strategy Portfolio | -0.02 | 0.14 | 0.22 | 80 | Commodities | SWISX vs DCMSX | |
| Vanguard Commodity Strategy Fund Admiral Shares | 0.07 | 0.20 | 0.27 | 68 | Commodities | SWISX vs VCMDX | |
| Parametric Commodity Strategy Fund Class A | 0.14 | 0.23 | 0.30 | 84 | Commodities | SWISX vs EAPCX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.14 | 0.19 | 0.21 | 91 | Inflation-Protected Bonds | SWISX vs VTAPX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for SWISX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.17, down from 0.15 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.17 | 0.04 | 0.15 | 66 | Consumer Defensive | |
| ConocoPhillips Company | -0.17 | 0.04 | 0.21 | 72 | Energy | |
| Devon Energy Corporation | -0.16 | 0.09 | 0.23 | 76 | Energy | |
| Occidental Petroleum Corporation | -0.15 | 0.06 | 0.21 | 70 | Energy | |
| Chevron Corporation | -0.15 | 0.08 | 0.22 | 80 | Energy |
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