Looking to diversify beyond SWOBX? The mutual funds below have the lowest correlation with SWOBX — 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 SWOBX.
Best Diversifiers for SWOBX
4 mutual funds have low correlation with SWOBX (below 0.3), 0 of which are negatively correlated. The least correlated is GMO U.S. Treasury Fund (GUSTX) (Government Bonds) with a 1Y correlation of 0.02, roughly unchanged from 0.03 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.02 | 0.06 | 0.03 | 99 | Government Bonds | SWOBX vs GUSTX | |
| MH Elite Small Cap Fund of Funds Fund | 0.04 | 0.16 | 0.48 | 70 | Diversified Portfolio | SWOBX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.30 | 0.49 | 0.55 | 86 | Diversified Portfolio | SWOBX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.30 | 0.49 | 0.55 | 82 | Diversified Portfolio | SWOBX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.30 | 0.49 | 0.55 | 88 | Diversified Portfolio | SWOBX vs FIQDX |
See all 48 diversifiers for SWOBX
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