Looking to diversify beyond VBAIX? The mutual funds below have the lowest correlation with VBAIX — 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 VBAIX.
Best Diversifiers for VBAIX
1 mutual funds have low correlation with VBAIX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.05, down from 0.50 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.05 | 0.17 | 0.50 | 70 | Diversified Portfolio | VBAIX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.31 | 0.52 | 0.57 | 82 | Diversified Portfolio | VBAIX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.32 | 0.52 | 0.57 | 88 | Diversified Portfolio | VBAIX vs FIQDX | |
| Fidelity Strategic Real Return Fund | 0.32 | 0.53 | 0.58 | 87 | Diversified Portfolio | VBAIX vs FSRRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.32 | 0.52 | 0.58 | 86 | Diversified Portfolio | VBAIX vs FSIRX |
See all 52 diversifiers for VBAIX
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Diversification Analysis
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