Looking to diversify beyond VBIMX? The mutual funds below have historically moved differently from VBIMX, 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 VBIMX
2 mutual funds have low correlation with VBIMX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) (Total Bond Market) with a 1Y correlation of 0.21, up from -0.26 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Strategic Income Opportunities Fund Class... | 0.21 | -0.20 | -0.26 | 99 | Total Bond Market | VBIMX vs JSOSX | |
| Vanguard 500 Index Fund Admiral Shares | 0.29 | 0.20 | 0.14 | 63 | S&P 500, Large Cap Blend Equities | VBIMX vs VFIAX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.30 | 0.20 | 0.14 | 63 | S&P 500, Large Cap Blend Equities | VBIMX vs VIIIX | |
| Vanguard Institutional Index Fund Institutional Sh... | 0.30 | 0.20 | 0.14 | 63 | S&P 500, Large Cap Blend Equities | VBIMX vs VINIX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.31 | 0.21 | 0.15 | 64 | Large Cap Blend Equities | VBIMX vs VTSAX |
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