Looking to diversify beyond VRTIX? The mutual funds below have historically moved differently from VRTIX, 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 VRTIX
0 mutual funds have low correlation with VRTIX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) (Foreign Large Cap Equities) with a 1Y correlation of 0.74, roughly unchanged from 0.74 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Total International Stock Index Fund Admi... | 0.74 | 0.72 | 0.74 | 70 | Foreign Large Cap Equities | VRTIX vs VTIAX | |
| Auer Growth Fund | 0.75 | 0.79 | 0.81 | 90 | Small Cap Blend Equities | VRTIX vs AUERX | |
| Vanguard Wellington Fund Investor Shares | 0.77 | 0.75 | 0.79 | 50 | Diversified Portfolio | VRTIX vs VWELX | |
| Vanguard PRIMECAP Fund Investor Shares | 0.78 | 0.77 | 0.82 | 90 | Large Cap Growth Equities | VRTIX vs VPMCX | |
| Vanguard 500 Index Fund Admiral Shares | 0.79 | 0.77 | 0.82 | 59 | S&P 500, Large Cap Blend Equities | VRTIX vs VFIAX |
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