Looking to diversify beyond VOLMX? The mutual funds below have the lowest correlation with VOLMX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from VOLMX.
Best Diversifiers for VOLMX
1 mutual funds have low correlation with VOLMX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.29, up from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.29 | 0.14 | 0.12 | 72 | Large Cap Blend Equities | VOLMX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.45 | 0.35 | 0.42 | 69 | Large Cap Blend Equities | VOLMX vs ORDNX | |
| Permanent Portfolio Aggressive Growth Portfolio | 0.69 | 0.78 | 0.83 | 65 | Large Cap Blend Equities | VOLMX vs PAGRX | |
| Permanent Portfolio Aggressive Growth Fund Class A | 0.69 | 0.78 | 0.83 | 65 | Large Cap Blend Equities | VOLMX vs PAGDX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.70 | — | — | 78 | Large Cap Blend Equities | VOLMX vs WBREOX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VOLMX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VOLMX and solid risk/return profiles. The least correlated is Eli Lilly and Company (LLY) (Healthcare) with a 1Y correlation of 0.15, down from 0.30 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Eli Lilly and Company | 0.15 | 0.26 | 0.30 | 75 | Healthcare | |
| Edison International | 0.26 | 0.31 | 0.37 | 90 | Utilities | |
| 3M Company | 0.53 | 0.52 | 0.59 | 59 | Industrials |
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