Altegris Mutual Funds List
Here you can find all mutual funds issued by Altegris and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.63%
- Avg. 1 Year Return
- 11.92%
- Avg. 5 Year Return
- -2.28%
- Median Risk/Return Score
- 40 / 100
Altegris Mutual Funds List
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Altegris Futures Evolution Strategy Fund | Systematic Trend | Oct 30, 2011 | 1.34% | 8.83% | 3.59% | 9.36% | 76 | ||||||||
| Altegris/AACA Opportunistic Real Estate Fund | REIT | Jan 8, 2014 | 1.92% | 0.00% | 1.73% | 0.61% | 5 |
Explore top Altegris Mutual Fund Categories and Asset Classes
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 Altegris Mutual funds by Risk/Return Score
The top Altegris Mutual funds by PortfoliosLab Risk/Return Score are EVOIX (76) and RAAIX (5).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Altegris Futures Evolution Strategy Fund | 76 | — | Oct 2011 | |
| Altegris/AACA Opportunistic Real Estate Fund | 5 | — | Jan 2014 |
Best-Performing Altegris Mutual funds Over 5 Years
The top Altegris Mutual funds is EVOIX (6.99%).
Across the lineup, Altegris Mutual funds show an average 1-year return of 11.92% and an average 5-year return of -2.28%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Altegris Futures Evolution Strategy Fund | 6.99% | — | Oct 2011 | |
| Altegris/AACA Opportunistic Real Estate Fund | -11.55% | — | Jan 2014 |
Lowest-Cost Altegris Mutual funds
The top Altegris Mutual funds is EVOIX (1.34%).
With an average expense ratio of 1.63%, Altegris 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 |
|---|---|---|---|---|
| Altegris Futures Evolution Strategy Fund | 1.34% | — | Oct 2011 | |
| Altegris/AACA Opportunistic Real Estate Fund | 1.92% | — | Jan 2014 |
Highest-Yield Altegris Mutual funds
The top Altegris Mutual funds is EVOIX (9.36%).
Across the lineup, Altegris Mutual funds show an average dividend yield of 4.98%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Altegris Futures Evolution Strategy Fund | 9.36% | — | Oct 2011 | |
| Altegris/AACA Opportunistic Real Estate Fund | 0.61% | — | Jan 2014 |
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Top Mutual funds Comparisons
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