Looking to diversify beyond VEUSX? The mutual funds below have historically moved differently from VEUSX, 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 VEUSX
1 mutual funds have low correlation with VEUSX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Energy Opportunities Fund Admiral Shares (VGELX) (Energy Equities) with a 1Y correlation of 0.16, down from 0.49 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Energy Opportunities Fund Admiral Shares | 0.16 | 0.36 | 0.49 | 91 | Energy Equities | VEUSX vs VGELX | |
| Fidelity Short-Term Bond Fund | 0.35 | 0.19 | 0.15 | 70 | Short-Term Bond, Investment Grade Bonds, Actively Managed | VEUSX vs FSHBX | |
| The Central and Eastern Europe Fund | 0.43 | 0.38 | 0.35 | 52 | Europe Equities | VEUSX vs CEE | |
| Fidelity Select Semiconductors Portfolio | 0.50 | 0.48 | 0.56 | 80 | Semiconductors, Technology Equities | VEUSX vs FSELX | |
| Vanguard Emerging Markets Bond Fund Admiral Shares | 0.56 | 0.46 | 0.49 | 82 | Emerging Markets Bonds | VEUSX vs VEGBX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VEUSX, 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 Omega Healthcare Investors, Inc. (OHI) (Real Estate) with a 1Y correlation of 0.02, down from 0.26 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Omega Healthcare Investors, Inc. | 0.02 | 0.18 | 0.26 | 86 | Real Estate | |
| Kinross Gold Corporation | 0.46 | 0.38 | 0.43 | 69 | Basic Materials |
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