Looking to diversify beyond VBTIX? The mutual funds below have the lowest correlation with VBTIX — 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 VBTIX.
Best Diversifiers for VBTIX
19 mutual funds have low correlation with VBTIX (below 0.3), 2 of which are negatively correlated. The least correlated is AQR Managed Futures Strategy Fund (AQMIX) (Systematic Trend) with a 1Y correlation of -0.27, up from -0.45 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund | -0.27 | -0.27 | -0.45 | 92 | Systematic Trend | VBTIX vs AQMIX | |
| AQR Managed Futures Strategy Fund Class N | -0.27 | -0.27 | -0.45 | 92 | Systematic Trend | VBTIX vs AQMNX | |
| AQR Diversifying Strategies Fund Class N | 0.11 | 0.08 | -0.11 | 91 | Tactical Allocation | VBTIX vs QDSNX | |
| Vanguard Information Technology Index Fund Admiral... | 0.16 | 0.12 | 0.11 | 66 | Technology Equities | VBTIX vs VITAX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.18 | -0.22 | -0.26 | 99 | Total Bond Market | VBTIX vs JSOSX |
See all 91 diversifiers for VBTIX
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