Looking to diversify beyond VEMRX? The mutual funds below have historically moved differently from VEMRX, 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 VEMRX
9 mutual funds have low correlation with VEMRX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.03, roughly unchanged from 0.09 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 0.03 | 0.05 | 0.09 | 91 | Inflation-Protected Bonds | VEMRX vs VTSPX | |
| DFA One Year Fixed Income Portfolio | 0.05 | -0.02 | 0.01 | 100 | Ultrashort Bond | VEMRX vs DFIHX | |
| DFA Real Estate Securities Portfolio Class I | 0.06 | 0.24 | 0.33 | 53 | REIT | VEMRX vs DFREX | |
| Vanguard Short-Term Treasury Fund Investor Shares | 0.12 | 0.04 | 0.03 | 65 | Government Bonds | VEMRX vs VFISX | |
| Vanguard Short-Term Bond Index Fund Institutional ... | 0.16 | 0.08 | 0.07 | 57 | Total Bond Market | VEMRX vs VBIPX |
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