Looking to diversify beyond VOLSX? The mutual funds below have historically moved differently from VOLSX, 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 VOLSX
6 mutual funds have low correlation with VOLSX (below 0.3), 3 of which are negatively correlated. The least correlated is Federated Hermes MDT Market Neutral A (QAMNX) (Long-Short) with a 1Y correlation of -0.07, roughly unchanged from 0.01 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Market Neutral A | -0.07 | 0.01 | — | 54 | Long-Short | VOLSX vs QAMNX | |
| Knights of Columbus Long/Short Equity Fund | -0.03 | 0.26 | 0.22 | 96 | Long-Short | VOLSX vs KCEIX | |
| Vanguard Market Neutral Fund Institutional Shares | -0.00 | -0.01 | -0.02 | 97 | Long-Short | VOLSX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 0.01 | -0.01 | -0.02 | 97 | Long-Short | VOLSX vs VMNFX | |
| AQR Managed Futures Strategy Fund - Class I | 0.09 | 0.03 | -0.10 | 90 | Systematic Trend | VOLSX vs AQMIX |
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