Looking to diversify beyond SWYEX? The mutual funds below have historically moved differently from SWYEX, 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 SWYEX
0 mutual funds have low correlation with SWYEX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) (Total Bond Market) with a 1Y correlation of 0.45, up from 0.33 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Investment-Grade Fund Institut... | 0.45 | 0.34 | 0.33 | 74 | Total Bond Market | SWYEX vs VFSIX | |
| Pioneer Multi-Asset Income Fund | 0.51 | 0.53 | 0.57 | 93 | Global Allocation | SWYEX vs PMFYX | |
| Vanguard Equity Income Fund Admiral Shares | 0.65 | 0.73 | 0.78 | 84 | Dividend, Large Cap Value Equities | SWYEX vs VEIRX | |
| American Funds American High-Income Trust® Class R... | 0.70 | 0.62 | 0.61 | 75 | High Yield Bonds | SWYEX vs RITGX | |
| Vanguard Wellesley Income Fund Investor Shares | 0.72 | 0.77 | 0.79 | 69 | Diversified Portfolio | SWYEX vs VWINX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for SWYEX, 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 Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.43, down from 0.61 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Apple Inc | 0.43 | 0.48 | 0.61 | 89 | Technology |
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