Looking to diversify beyond VBTIX? The mutual funds below have historically moved differently from VBTIX, 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 VBTIX
13 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 - Class I (AQMIX) (Systematic Trend) with a 1Y correlation of -0.34, up from -0.45 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund - Class I | -0.34 | -0.26 | -0.45 | 90 | Systematic Trend | VBTIX vs AQMIX | |
| AQR Managed Futures Strategy Fund Class N | -0.34 | -0.26 | -0.45 | 89 | Systematic Trend | VBTIX vs AQMNX | |
| AQR Diversifying Strategies Fund Class N | 0.04 | 0.07 | -0.11 | 92 | Tactical Allocation | VBTIX vs QDSNX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.19 | -0.20 | -0.26 | 99 | Total Bond Market | VBTIX vs JSOSX | |
| JPMorgan Equity Income Fund R6 | 0.25 | 0.21 | 0.13 | 89 | Large Cap Value Equities, Dividend | VBTIX vs OIEJX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VBTIX, 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 Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.07, roughly unchanged from 0.04 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.07 | 0.10 | 0.04 | 61 | Financial Services |
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