Looking to diversify beyond UBVSX? The mutual funds below have the lowest correlation with UBVSX — 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 UBVSX.
Best Diversifiers for UBVSX
2 mutual funds have low correlation with UBVSX (below 0.3), 1 of which are negatively correlated. The least correlated is PIMCO CommoditiesPLUS Strategy Fund (PCLIX) (Commodities) with a 1Y correlation of -0.11, down from 0.19 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| PIMCO CommoditiesPLUS Strategy Fund | -0.11 | 0.06 | 0.19 | 75 | Commodities | UBVSX vs PCLIX | |
| JPMorgan Income Fund | 0.25 | 0.21 | 0.25 | 80 | Multisector Bonds | UBVSX vs JMSIX | |
| Aegis Value Fund | 0.34 | 0.46 | 0.56 | 94 | Small Cap Value Equities | UBVSX vs AVALX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | 0.41 | 0.44 | 0.50 | 87 | Emerging Markets Equities | UBVSX vs FIQGX | |
| Bridgeway Ultra Small Company Market Fund | 0.66 | 0.73 | 0.74 | 79 | Small Cap Value Equities | UBVSX vs BRSIX |
See all 24 diversifiers for UBVSX
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