Looking to diversify beyond SWRSX? The mutual funds below have historically moved differently from SWRSX, 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 SWRSX
10 mutual funds have low correlation with SWRSX (below 0.3), 0 of which are negatively correlated. The least correlated is Parametric Commodity Strategy Fund Class A (EAPCX) (Commodities) with a 1Y correlation of 0.01, down from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Parametric Commodity Strategy Fund Class A | 0.01 | 0.03 | 0.12 | 84 | Commodities | SWRSX vs EAPCX | |
| Vanguard Commodity Strategy Fund Admiral Shares | 0.03 | 0.11 | 0.21 | 68 | Commodities | SWRSX vs VCMDX | |
| SEI Multi-Asset Real Return Fund Class A | 0.06 | 0.25 | 0.32 | 86 | Inflation-Protected Bonds | SWRSX vs SEIAX | |
| Schwab Fundamental Emerging Markets Equity Index F... | 0.20 | 0.14 | 0.13 | 76 | Emerging Markets Equities | SWRSX vs SFENX | |
| Schwab Fundamental US Large Company Index Fund | 0.21 | 0.21 | 0.18 | 96 | Large Cap Value Equities | SWRSX vs SFLNX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for SWRSX, 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 NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of 0.02, roughly unchanged from 0.07 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | 0.02 | 0.02 | 0.07 | 56 | Technology | |
| Alphabet Inc. Class A | 0.20 | 0.11 | 0.14 | 95 | Communication Services | |
| Royal Gold, Inc. | 0.22 | 0.25 | 0.30 | 66 | Basic Materials |
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