Looking to diversify beyond VSBSX? The mutual funds below have historically moved differently from VSBSX, 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 VSBSX
11 mutual funds have low correlation with VSBSX (below 0.3), 1 of which are negatively correlated. The least correlated is Columbia Floating Rate Fund (RFRAX) (Bank Loan) with a 1Y correlation of -0.02, roughly unchanged from 0.01 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Columbia Floating Rate Fund | -0.02 | -0.01 | 0.01 | 78 | Bank Loan | VSBSX vs RFRAX | |
| GMO U.S. Treasury Fund | 0.13 | 0.13 | 0.09 | 99 | Government Bonds | VSBSX vs GUSTX | |
| Vanguard Value Index Fund Admiral Shares | 0.19 | 0.08 | 0.06 | 93 | Large Cap Value Equities | VSBSX vs VVIAX | |
| Federated Hermes Adjustable Rate Fund | 0.20 | 0.41 | 0.43 | 99 | Government Bonds | VSBSX vs FEUGX | |
| Vanguard Large-Cap Index Fund Admiral Shares | 0.24 | 0.08 | 0.08 | 58 | Large Cap Blend Equities | VSBSX vs VLCAX |
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