Looking to diversify beyond VTWNX? The mutual funds below have historically moved differently from VTWNX, 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 VTWNX
0 mutual funds have low correlation with VTWNX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Value Index Fund Admiral Shares (VVIAX) (Large Cap Value Equities) with a 1Y correlation of 0.65, roughly unchanged from 0.75 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Value Index Fund Admiral Shares | 0.65 | 0.71 | 0.75 | 93 | Large Cap Value Equities | VTWNX vs VVIAX | |
| Vanguard Emerging Markets Bond Fund Investor Share... | 0.66 | 0.62 | 0.61 | 85 | Emerging Markets Bonds, Actively Managed | VTWNX vs VEMBX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.66 | 0.70 | 0.74 | 88 | Large Cap Value Equities, Dividend | VTWNX vs VHYAX | |
| PIMCO All Asset Fund | 0.72 | 0.77 | 0.79 | 95 | Tactical Allocation | VTWNX vs PAAIX | |
| Vanguard Wellesley Income Fund Investor Shares | 0.74 | 0.81 | 0.83 | 69 | Diversified Portfolio | VTWNX vs VWINX |
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