Looking to diversify beyond SWYAX? The mutual funds below have the lowest correlation with SWYAX — 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 SWYAX.
Best Diversifiers for SWYAX
0 mutual funds have low correlation with SWYAX (below 0.3), 0 of which are negatively correlated. The least correlated is Schwab Fundamental US Large Company Index Fund (SFLNX) (Large Cap Value Equities) with a 1Y correlation of 0.75, roughly unchanged from 0.77 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company Index Fund | 0.75 | 0.76 | 0.77 | 92 | Large Cap Value Equities | SWYAX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.77 | 0.74 | 0.75 | 64 | Small Cap Blend Equities | SWYAX vs SWSSX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.81 | 0.82 | 0.84 | 83 | Target Retirement Date | SWYAX vs DRILX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 0.81 | 0.81 | 0.83 | 83 | Target Retirement Date | SWYAX vs DTDRX | |
| Dimensional 2055 Target Date Retirement Income Fun... | 0.81 | 0.82 | 0.83 | 82 | Target Retirement Date | SWYAX vs DRIKX |
See all 58 diversifiers for SWYAX
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