Looking to diversify beyond VEXRX? The mutual funds below have historically moved differently from VEXRX, 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 VEXRX
4 mutual funds have low correlation with VEXRX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Energy Fund Admiral Shares (VGELX) (Energy Equities) with a 1Y correlation of 0.05, down from 0.43 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Energy Fund Admiral Shares | 0.05 | 0.32 | 0.43 | 91 | Energy Equities | VEXRX vs VGELX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.06 | 0.10 | 0.15 | 91 | Inflation-Protected Bonds | VEXRX vs VTSPX | |
| Vanguard Short-Term Treasury Fund Investor Shares | 0.21 | 0.11 | 0.09 | 65 | Government Bonds | VEXRX vs VFISX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.26 | 0.15 | 0.16 | 100 | Total Bond Market | VEXRX vs VUSFX | |
| Vanguard Short-Term Investment-Grade Fund Institut... | 0.32 | 0.19 | 0.18 | 74 | Total Bond Market | VEXRX vs VFSIX |
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