Looking to diversify beyond UVALX? The mutual funds below have the lowest correlation with UVALX — 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 UVALX.
Best Diversifiers for UVALX
1 mutual funds have low correlation with UVALX (below 0.3), 1 of which are negatively correlated. The least correlated is Victory Pioneer Cat Bond Fund Class Y (CBYYX) (Nontraditional Bonds) with a 1Y correlation of -0.00, roughly unchanged from 0.01 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.00 | 0.01 | 0.01 | 100 | Nontraditional Bonds | UVALX vs CBYYX | |
| Victory Global Energy Transition Fund | 0.39 | 0.49 | 0.58 | 95 | Energy Equities | UVALX vs RSNRX | |
| USAA Nasdaq 100 Index Fund | 0.46 | 0.50 | 0.58 | 69 | Nasdaq-100, Large Cap Growth Equities | UVALX vs USNQX | |
| USAA High Income Fund | 0.50 | 0.49 | 0.52 | 79 | High Yield Bonds | UVALX vs USHYX | |
| Rational Equity Armor Fund | 0.51 | 0.58 | 0.70 | 55 | Large Cap Value Equities | UVALX vs HDCTX |
See all 35 diversifiers for UVALX
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