Looking to diversify beyond VESGX? The mutual funds below have historically moved differently from VESGX, 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 VESGX
0 mutual funds have low correlation with VESGX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) (Conservative Allocation) with a 1Y correlation of 0.76, roughly unchanged from 0.79 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Global Wellesley Income Fund Admiral Shar... | 0.76 | 0.76 | 0.79 | 86 | Conservative Allocation | VESGX vs VGYAX | |
| Vanguard U.S. Multifactor Fund Admiral Shares | 0.79 | 0.79 | 0.80 | 95 | Multi-factor | VESGX vs VFMFX | |
| Vanguard Explorer Fund Admiral Shares | 0.80 | 0.80 | 0.81 | 52 | Small Cap Growth Equities | VESGX vs VEXRX | |
| Vanguard Wellington Fund Investor Shares | 0.82 | 0.81 | 0.86 | 57 | Diversified Portfolio | VESGX vs VWELX | |
| Vanguard Wellington Fund Admiral Shares | 0.82 | 0.81 | 0.86 | 58 | Diversified Portfolio | VESGX vs VWENX |
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