Looking to diversify beyond VBF? The mutual funds below have the lowest correlation with VBF — 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 VBF.
Best Diversifiers for VBF
3 mutual funds have low correlation with VBF (below 0.3), 0 of which are negatively correlated. The least correlated is Invesco Small Cap Value Fund (VSCAX) (Small Cap Value Equities) with a 1Y correlation of 0.19, roughly unchanged from 0.18 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 0.19 | 0.19 | 0.18 | 87 | Small Cap Value Equities | VBF vs VSCAX | |
| Invesco Value Opportunities Fund | 0.19 | 0.19 | 0.18 | 81 | Mid Cap Value Equities | VBF vs VVOAX | |
| Invesco Nasdaq 100 Index Fund | 0.23 | 0.18 | 0.19 | 70 | Large Cap Growth Equities | VBF vs IVNQX | |
| Invesco Comstock Fund | 0.32 | 0.22 | 0.19 | 60 | Large Cap Value Equities | VBF vs ACSTX | |
| Miller Intermediate Bond Fund | 0.33 | 0.26 | 0.24 | 91 | Corporate Bonds | VBF vs MIFIX |
See all 8 diversifiers for VBF
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Diversification Analysis
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