Looking to diversify beyond VTAIX? The mutual funds below have the lowest correlation with VTAIX — 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 VTAIX.
Best Diversifiers for VTAIX
2 mutual funds have low correlation with VTAIX (below 0.3), 0 of which are negatively correlated. The least correlated is Quantified Evolution Plus Fund (QEVOX) (Tactical Allocation) with a 1Y correlation of 0.25, roughly unchanged from 0.34 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 0.25 | 0.47 | 0.34 | 80 | Tactical Allocation | VTAIX vs QEVOX | |
| Virtus Seix Floating Rate High Income Fund | 0.25 | 0.30 | 0.31 | 97 | Bank Loan | VTAIX vs SAMBX | |
| The Merger Fund | 0.37 | 0.30 | 0.35 | 97 | Event Driven | VTAIX vs MERFX | |
| Hussman Strategic Total Return Fund | 0.39 | 0.37 | 0.37 | 89 | Tactical Allocation | VTAIX vs HSTRX | |
| AQR Diversifying Strategies Fund Class N | 0.42 | 0.30 | 0.02 | 88 | Tactical Allocation | VTAIX vs QDSNX |
See all 21 diversifiers for VTAIX
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