The Best Hedge Fund Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Hedge Fund mutual funds.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.31%
- Avg. Yield
- 0.31%
- Avg. 1 Year Return
- 12.97%
- Median Risk/Return Score
- 52 / 100
The Best Hedge Fund Mutual Funds
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | Dec 13, 2013 | 0.58% | -1.68% | 9.19% | 0.62% | 13 | ||||||||
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | Dec 31, 1996 | 2.04% | 15.06% | 8.86% | 0.00% | 92 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Hedge Fund Mutual funds by Risk/Return Score
The top Hedge Fund Mutual funds by PortfoliosLab Risk/Return Score are MBXIX (92) and JHEQX (13).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | 92 | — | Dec 1996 | |
| JPMorgan Hedged Equity Fund Class I | 13 | — | Dec 2013 |
Best-Performing Hedge Fund Mutual funds Over 5 Years
The top Hedge Fund Mutual funds is MBXIX (7.72%).
Across the lineup, Hedge Fund Mutual funds show an average 1-year return of 12.97% and an average 5-year return of 7.29%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | 7.72% | — | Dec 1996 | |
| JPMorgan Hedged Equity Fund Class I | 6.86% | — | Dec 2013 |
Lowest-Cost Hedge Fund Mutual funds
The top Hedge Fund Mutual funds is JHEQX (0.58%).
With an average expense ratio of 1.31%, Hedge Fund Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| JPMorgan Hedged Equity Fund Class I | 0.58% | — | Dec 2013 | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 2.04% | — | Dec 1996 |
Highest-Yield Hedge Fund Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| JPMorgan Hedged Equity Fund Class I | 0.62% | — | Dec 2013 | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 0.00% | — | Dec 1996 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.