Looking to diversify beyond USGRX? The mutual funds below have the lowest correlation with USGRX — 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 USGRX.
Best Diversifiers for USGRX
2 mutual funds have low correlation with USGRX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory Pioneer Cat Bond Fund Class Y (CBYYX) (Nontraditional Bonds) with a 1Y correlation of 0.04, roughly unchanged from -0.00 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 0.04 | -0.00 | -0.00 | 100 | Nontraditional Bonds | USGRX vs CBYYX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.26 | 0.14 | 0.12 | 70 | Large Cap Blend Equities | USGRX vs SVPFX | |
| Victory Global Energy Transition Fund | 0.43 | 0.47 | 0.52 | 97 | Energy Equities | USGRX vs RSNRX | |
| North Square Preferred and Income Securities Fund | 0.44 | 0.33 | 0.42 | 72 | Large Cap Blend Equities | USGRX vs ORDNX | |
| USAA High Income Fund | 0.60 | 0.53 | 0.54 | 76 | High Yield Bonds | USGRX vs USHYX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from USGRX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to USGRX and solid risk/return profiles. The least correlated is Innovative Industrial Properties, Inc. (IIPR) (Real Estate) with a 1Y correlation of 0.38, down from 0.54 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Innovative Industrial Properties, Inc. | 0.38 | 0.46 | 0.54 | 59 | Real Estate |
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