Looking to diversify beyond VRTVX? The mutual funds below have the lowest correlation with VRTVX — 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 VRTVX.
Best Diversifiers for VRTVX
0 mutual funds have low correlation with VRTVX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.46, down from 0.59 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.46 | 0.53 | 0.59 | 94 | Small Cap Value Equities | VRTVX vs AVALX | |
| Vanguard Information Technology Index Fund Admiral... | 0.57 | 0.54 | 0.62 | 79 | Technology Equities | VRTVX vs VITAX | |
| Vanguard Global Capital Cycles Fund | 0.63 | 0.64 | 0.68 | 94 | Global Equities | VRTVX vs VGPMX | |
| Vanguard Wellington Fund Investor Shares | 0.67 | 0.68 | 0.73 | 75 | Diversified Portfolio | VRTVX vs VWELX | |
| Vanguard Total International Stock Index Fund Admi... | 0.69 | 0.69 | 0.71 | 59 | Large Cap Blend Equities, Foreign Large Cap Equities | VRTVX vs VTIAX |
See all 62 diversifiers for VRTVX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements VRTVX
Add VRTVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VRTVX