Looking to diversify beyond VYSVX? The mutual funds below have historically moved differently from VYSVX, 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 VYSVX
0 mutual funds have low correlation with VYSVX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund Class I (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.48, down from 0.60 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund Class I | 0.48 | 0.52 | 0.60 | 94 | Small Cap Value Equities | VYSVX vs AVALX | |
| Palm Valley Capital Fund Investor Class | 0.53 | 0.61 | 0.62 | 73 | Small Cap Value Equities | VYSVX vs PVCMX | |
| Fidelity ZERO Large Cap Index Fund | 0.67 | 0.70 | 0.74 | 59 | Large Cap Blend Equities | VYSVX vs FNILX | |
| Schwab Total Stock Market Index Fund | 0.71 | 0.76 | 0.79 | 63 | Large Cap Blend Equities | VYSVX vs SWTSX | |
| Bridgeway Ultra Small Company Market Fund | 0.72 | 0.79 | 0.80 | 75 | Small Cap Value Equities | VYSVX vs BRSIX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VYSVX, 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 NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of 0.27, down from 0.42 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | 0.27 | 0.30 | 0.42 | 56 | Technology |
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