Looking to diversify beyond VAIPX? The mutual funds below have historically moved differently from VAIPX, 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 VAIPX
35 mutual funds have low correlation with VAIPX (below 0.3), 1 of which are negatively correlated. The least correlated is Vanguard Market Neutral Fund Investor Shares (VMNFX) (Long-Short) with a 1Y correlation of -0.13, roughly unchanged from -0.15 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Market Neutral Fund Investor Shares | -0.13 | -0.12 | -0.15 | 97 | Long-Short | VAIPX vs VMNFX | |
| Vanguard Commodity Strategy Fund Admiral Shares | 0.03 | 0.12 | 0.20 | 68 | Commodities | VAIPX vs VCMDX | |
| SEI Multi-Asset Real Return Fund Class A | 0.05 | 0.24 | 0.31 | 86 | Inflation-Protected Bonds | VAIPX vs SEIAX | |
| T. Rowe Price Floating Rate Fund - Investor Class | 0.06 | 0.10 | 0.11 | 90 | High Yield Bonds | VAIPX vs PRFRX | |
| Dodge & Cox Stock Fund Class I | 0.14 | 0.16 | 0.12 | 56 | Large Cap Value Equities | VAIPX vs DODGX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VAIPX, 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 PepsiCo, Inc. (PEP) (Consumer Defensive) with a 1Y correlation of 0.01, down from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| PepsiCo, Inc. | 0.01 | 0.16 | 0.16 | 50 | Consumer Defensive |
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