Looking to diversify beyond USVAX? The mutual funds below have historically moved differently from USVAX, 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 USVAX
16 mutual funds have low correlation with USVAX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory Global Energy Transition Fund (RSNRX) (Energy Equities) with a 1Y correlation of 0.05, roughly unchanged from 0.04 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory Global Energy Transition Fund | 0.05 | 0.05 | 0.04 | 96 | Energy Equities | USVAX vs RSNRX | |
| Victory Pioneer Cat Bond Fund Class Y | 0.05 | — | — | 100 | Nontraditional Bonds | USVAX vs CBYYX | |
| DFA Municipal Real Return Portfolio | 0.06 | 0.18 | 0.21 | 94 | Municipal Bonds | USVAX vs DMREX | |
| DFA California Municipal Real Return Portfolio | 0.08 | 0.16 | 0.20 | 91 | Municipal Bonds | USVAX vs DCARX | |
| Victory 500 Index Fund Member Shares | 0.19 | 0.13 | 0.12 | 59 | Large Cap Blend Equities | USVAX vs USSPX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements USVAX
Add USVAX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with USVAX