Looking to diversify beyond VVIAX? The mutual funds below have historically moved differently from VVIAX, 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 VVIAX
15 mutual funds have low correlation with VVIAX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Commodity Strategy Fund Admiral Shares (VCMDX) (Commodities) with a 1Y correlation of 0.04, down from 0.21 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Commodity Strategy Fund Admiral Shares | 0.04 | 0.09 | 0.21 | 68 | Commodities | VVIAX vs VCMDX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.06 | 0.10 | 0.15 | 91 | Inflation-Protected Bonds | VVIAX vs VTAPX | |
| Lord Abbett Short Duration Income Fund | 0.16 | 0.16 | 0.11 | 78 | Short-Term Bond | VVIAX vs LALDX | |
| Fidelity Floating Rate High Income Fund | 0.16 | 0.27 | 0.31 | 95 | Bank Loan | VVIAX vs FFRHX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.18 | 0.14 | 0.11 | 57 | Short-Term Bond, Investment Grade Bonds | VVIAX vs VBIRX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VVIAX, 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 Occidental Petroleum Corporation (OXY) (Energy) with a 1Y correlation of 0.05, down from 0.36 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Occidental Petroleum Corporation | 0.05 | 0.25 | 0.36 | 70 | Energy | |
| Altria Group, Inc. | 0.06 | 0.25 | 0.36 | 66 | Consumer Defensive | |
| Palo Alto Networks, Inc. | 0.06 | 0.23 | 0.30 | 88 | Technology | |
| CrowdStrike Holdings, Inc. | 0.06 | 0.23 | 0.30 | 80 | Technology | |
| Petróleo Brasileiro S.A. - Petrobras | 0.06 | 0.19 | 0.24 | 85 | Energy |
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