Looking to diversify beyond VIPSX? The mutual funds below have historically moved differently from VIPSX, 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 VIPSX
19 mutual funds have low correlation with VIPSX (below 0.3), 0 of which are negatively correlated. The least correlated is SEI Multi-Asset Real Return Fund Class A (SEIAX) (Inflation-Protected Bonds) with a 1Y correlation of 0.08, down from 0.32 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Multi-Asset Real Return Fund Class A | 0.08 | 0.25 | 0.32 | 86 | Inflation-Protected Bonds | VIPSX vs SEIAX | |
| Vanguard Value Index Fund Admiral Shares | 0.18 | 0.20 | 0.16 | 93 | Large Cap Value Equities | VIPSX vs VVIAX | |
| Great-West Emerging Markets Equity Fund | 0.18 | 0.15 | 0.12 | 58 | Emerging Markets Equities | VIPSX vs MXEOX | |
| Vanguard PRIMECAP Core Fund | 0.19 | 0.18 | 0.15 | 92 | Large Cap Blend Equities, Actively Managed | VIPSX vs VPCCX | |
| Schwab Fundamental US Large Company Index Fund | 0.19 | 0.19 | 0.16 | 96 | Large Cap Value Equities | VIPSX vs SFLNX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VIPSX, 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 American Airlines Group Inc. (AAL) (Industrials) with a 1Y correlation of 0.12, roughly unchanged from 0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| American Airlines Group Inc. | 0.12 | 0.06 | 0.05 | 65 | Industrials | |
| Delta Air Lines, Inc. | 0.12 | 0.08 | 0.07 | 86 | Industrials | |
| United Airlines Holdings, Inc. | 0.15 | 0.07 | 0.06 | 70 | Industrials | |
| Southwest Airlines Co. | 0.24 | 0.12 | 0.10 | 75 | Industrials |
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