Looking to diversify beyond SWORX? The mutual funds below have the lowest correlation with SWORX — 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 SWORX.
Best Diversifiers for SWORX
0 mutual funds have low correlation with SWORX (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 0.75, roughly unchanged from 0.73 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 0.75 | 0.76 | 0.73 | 77 | Target Retirement Date | SWORX vs TDIFX | |
| Prudential Day One Income Fund | 0.82 | 0.80 | 0.81 | 79 | Target Retirement Date | SWORX vs PDAHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 0.82 | 0.74 | 0.74 | 65 | Target Retirement Date | SWORX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 0.82 | 0.73 | 0.71 | 65 | Target Retirement Date | SWORX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 0.82 | 0.74 | 0.74 | 61 | Target Retirement Date | SWORX vs FRQAX |
See all 55 diversifiers for SWORX
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