Looking to diversify beyond VEVFX? The mutual funds below have historically moved differently from VEVFX, 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 VEVFX
0 mutual funds have low correlation with VEVFX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund Class I (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.37, down from 0.55 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund Class I | 0.37 | 0.46 | 0.55 | 94 | Small Cap Value Equities | VEVFX vs AVALX | |
| Vanguard Global Capital Cycles Fund | 0.54 | 0.61 | 0.67 | 95 | Global Equities | VEVFX vs VGPMX | |
| Vanguard Total International Stock Index Fund Admi... | 0.63 | 0.67 | 0.72 | 72 | Foreign Large Cap Equities | VEVFX vs VTIAX | |
| Vanguard Wellington Fund Investor Shares | 0.64 | 0.69 | 0.75 | 57 | Diversified Portfolio | VEVFX vs VWELX | |
| Vanguard 500 Index Fund Admiral Shares | 0.67 | 0.72 | 0.79 | 63 | S&P 500, Large Cap Blend Equities | VEVFX vs VFIAX |
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