Looking to diversify beyond VTRIX? The mutual funds below have historically moved differently from VTRIX, 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 VTRIX
1 mutual funds have low correlation with VTRIX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.15, roughly unchanged from 0.18 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 0.15 | 0.16 | 0.18 | 91 | Inflation-Protected Bonds | VTRIX vs VTAPX | |
| Vanguard Short-Term Treasury Fund Admiral Shares | 0.32 | 0.17 | 0.12 | 68 | Government Bonds | VTRIX vs VFIRX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.34 | 0.21 | 0.17 | 57 | Short-Term Bond, Investment Grade Bonds | VTRIX vs VBIRX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 0.35 | 0.20 | 0.14 | 93 | Government Bonds | VTRIX vs VSBSX | |
| Federated Hermes International Strategic Value Div... | 0.53 | 0.59 | 0.69 | 88 | Foreign Large Cap Equities | VTRIX vs IVFIX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VTRIX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.11, down from 0.45 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.11 | 0.30 | 0.45 | 61 | Financial Services | |
| IDACORP, Inc. | 0.18 | 0.21 | 0.22 | 74 | Utilities |
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