Looking to diversify beyond VADGX? The mutual funds below have historically moved differently from VADGX, 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 VADGX
1 mutual funds have low correlation with VADGX (below 0.3), 0 of which are negatively correlated. The least correlated is Goehring & Rozencwajg Resources Fund (GRHIX) (Energy Equities) with a 1Y correlation of 0.20, roughly unchanged from 0.25 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goehring & Rozencwajg Resources Fund | 0.20 | 0.25 | — | 55 | Energy Equities | VADGX vs GRHIX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.35 | 0.15 | — | 97 | Large Cap Blend Equities | VADGX vs SVPFX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 0.38 | 0.50 | — | 93 | Dividend | VADGX vs SVAAX | |
| North Square Preferred and Income Securities Fund | 0.40 | 0.31 | — | 59 | Preferred Stock | VADGX vs ORDNX | |
| PRIMECAP Odyssey Growth Fund | 0.52 | 0.59 | — | 89 | Large Cap Blend Equities | VADGX vs POGRX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VADGX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.45, roughly unchanged from 0.42 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Apple Inc | 0.45 | 0.42 | — | 89 | Technology |
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