Looking to diversify beyond VUSTX? The mutual funds below have historically moved differently from VUSTX, 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 VUSTX
14 mutual funds have low correlation with VUSTX (below 0.3), 4 of which are negatively correlated. The least correlated is AQR Managed Futures Strategy Fund - Class I (AQMIX) (Systematic Trend) with a 1Y correlation of -0.33, roughly unchanged from -0.41 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund - Class I | -0.33 | -0.26 | -0.41 | 90 | Systematic Trend | VUSTX vs AQMIX | |
| Credit Suisse Trust Commodity Return Strategy Port... | -0.29 | -0.13 | -0.09 | 76 | Commodities | VUSTX vs CCRSX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | -0.06 | -0.17 | -0.32 | 66 | Systematic Trend | VUSTX vs ASFYX | |
| AlphaSimplex Managed Futures Strategy Fund Class A | -0.06 | -0.17 | -0.32 | 65 | Systematic Trend | VUSTX vs AMFAX | |
| GMO U.S. Treasury Fund | 0.07 | 0.05 | 0.04 | 99 | Government Bonds | VUSTX vs GUSTX |
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