Looking to diversify beyond VUSFX? The mutual funds below have historically moved differently from VUSFX, 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 VUSFX
19 mutual funds have low correlation with VUSFX (below 0.3), 2 of which are negatively correlated. The least correlated is Goldman Sachs Managed Futures Strategy Fund (GFIRX) (Systematic Trend) with a 1Y correlation of -0.10, up from -0.28 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Managed Futures Strategy Fund | -0.10 | -0.10 | -0.28 | 75 | Systematic Trend | VUSFX vs GFIRX | |
| PIMCO Short Term Fund | -0.05 | -0.08 | -0.05 | 99 | Ultrashort Bond | VUSFX vs PTSHX | |
| Vanguard Market Neutral Fund Investor Shares | 0.03 | -0.10 | -0.16 | 97 | Long-Short | VUSFX vs VMNFX | |
| BlackRock Global Equity Market Neutral Fund Invest... | 0.09 | 0.02 | 0.02 | 97 | Equity Market Neutral | VUSFX vs BDMAX | |
| Fidelity Conservative Income Bond Institutional Cl... | 0.10 | 0.26 | 0.25 | 99 | Ultrashort Bond | VUSFX vs FCNVX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VUSFX, 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 Sprott Physical Gold Trust (PHYS) (Financial Services) with a 1Y correlation of 0.23, roughly unchanged from 0.31 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Sprott Physical Gold Trust | 0.23 | 0.24 | 0.31 | 62 | Financial Services |
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