Looking to diversify beyond VRTVX? The mutual funds below have historically moved differently from VRTVX, 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 VRTVX
0 mutual funds have low correlation with VRTVX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Clover Small Value Fund (VSFAX) (Small Cap Value Equities) with a 1Y correlation of 0.35, down from 0.79 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Clover Small Value Fund | 0.35 | 0.63 | 0.79 | 71 | Small Cap Value Equities | VRTVX vs VSFAX | |
| Aegis Value Fund Class I | 0.47 | 0.51 | 0.57 | 94 | Small Cap Value Equities | VRTVX vs AVALX | |
| Vanguard Global Capital Cycles Fund | 0.61 | 0.63 | 0.67 | 95 | Global Equities | VRTVX vs VGPMX | |
| Palm Valley Capital Fund Investor Class | 0.63 | 0.67 | 0.64 | 73 | Small Cap Value Equities | VRTVX vs PVCMX | |
| John Hancock Variable Insurance Trust Small Cap Va... | 0.65 | 0.81 | 0.88 | 75 | Small Cap Value Equities | VRTVX vs JESVX |
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