Looking to diversify beyond VOLMX? The mutual funds below have historically moved differently from VOLMX, 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 VOLMX
0 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 0.31, up from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.31 | 0.14 | 0.12 | 97 | Large Cap Blend Equities | VOLMX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.46 | 0.35 | 0.40 | 59 | Preferred Stock | VOLMX vs ORDNX | |
| First Eagle Overseas Fund Class I | 0.61 | 0.60 | 0.66 | 80 | Foreign Large Cap Equities | VOLMX vs SGOIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 0.62 | 0.76 | 0.83 | 61 | Low Volatility | VOLMX vs FSUVX | |
| SGI U.S. Large Equity Fund | 0.69 | 0.78 | 0.84 | 82 | Large Cap Blend Equities | VOLMX vs SILVX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VOLMX, 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 Eli Lilly and Company (LLY) (Healthcare) with a 1Y correlation of 0.10, down from 0.29 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Eli Lilly and Company | 0.10 | 0.25 | 0.29 | 83 | Healthcare | |
| Edison International | 0.16 | 0.29 | 0.36 | 91 | Utilities | |
| 3M Company | 0.50 | 0.52 | 0.58 | 67 | Industrials |
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