Looking to diversify beyond USAGX? The mutual funds below have the lowest correlation with USAGX — 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 USAGX.
Best Diversifiers for USAGX
15 mutual funds have low correlation with USAGX (below 0.3), 1 of which are negatively correlated.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.05 | — | — | 100 | Nontraditional Bonds | USAGX vs CBYYX | |
| Victory Floating Rate Fund | 0.10 | 0.09 | 0.13 | 90 | Bank Loan | USAGX vs RSFYX | |
| USAA Virginia Bond Fund | 0.18 | 0.14 | 0.16 | 74 | Municipal Bonds | USAGX vs USVAX | |
| USAA Tax Exempt Short Term Fund | 0.20 | 0.14 | 0.16 | 80 | Municipal Bonds | USAGX vs USSTX | |
| USAA Ultra Short-Term Bond Fund | 0.21 | 0.15 | 0.19 | 98 | Ultrashort Bond | USAGX vs UUSTX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from USAGX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to USAGX and solid risk/return profiles. The least correlated is Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.17, roughly unchanged from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Apple Inc | 0.17 | 0.09 | 0.12 | 88 | Technology | |
| ASA Gold and Precious Metals Limited | 0.89 | 0.84 | 0.86 | 79 | Financial Services |
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