Looking to diversify beyond SWNTX? The mutual funds below have the lowest correlation with SWNTX — 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 SWNTX.
Best Diversifiers for SWNTX
15 mutual funds have low correlation with SWNTX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of 0.00, down from 0.21 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | 0.00 | 0.17 | 0.21 | 95 | Municipal Bonds | SWNTX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.04 | 0.20 | 0.22 | 94 | Municipal Bonds | SWNTX vs DMREX | |
| Schwab 1000 Index Fund | 0.17 | 0.15 | 0.12 | 63 | Large Cap Blend Equities | SWNTX vs SNXFX | |
| Schwab S&P 500 Index Fund | 0.17 | 0.15 | 0.12 | 66 | Large Cap Blend Equities, S&P 500 | SWNTX vs SWPPX | |
| Schwab Total Stock Market Index Fund | 0.17 | 0.16 | 0.12 | 65 | Large Cap Blend Equities | SWNTX vs SWTSX |
See all 38 diversifiers for SWNTX
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