Looking to diversify beyond VINAX? The mutual funds below have historically moved differently from VINAX, 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 VINAX
1 mutual funds have low correlation with VINAX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Energy Index Fund Admiral Shares (VENAX) (Energy Equities) with a 1Y correlation of 0.00, down from 0.39 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.00 | 0.27 | 0.39 | 72 | Energy Equities | VINAX vs VENAX | |
| Vanguard Health Care Index Fund Admiral Shares | 0.35 | 0.52 | 0.59 | 69 | Health & Biotech Equities | VINAX vs VHCIX | |
| Vanguard Health Care Fund Investor Shares | 0.39 | 0.51 | 0.57 | 75 | Health & Biotech Equities | VINAX vs VGHCX | |
| Vanguard Global Capital Cycles Fund | 0.61 | 0.61 | 0.66 | 95 | Global Equities | VINAX vs VGPMX | |
| Vanguard Global Wellesley Income Fund Admiral Shar... | 0.63 | 0.63 | 0.66 | 86 | Conservative Allocation | VINAX vs VGYAX |
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