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
- 1
- Avg. Expense Ratio
- 1.34%
- Avg. 1 Year Return
- 23.23%
- Avg. 5 Year Return
- 7.46%
- Median Risk/Return Score
- 77 / 100
Altegris Mutual Funds List
1 result
| 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% | 7.38% | 3.19% | 9.28% | 77 |
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
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Altegris Futures Evolution Strategy Fund | 77 | — | Oct 2011 |
Best-Performing Altegris Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Altegris Futures Evolution Strategy Fund | 7.46% | — | Oct 2011 |
Lowest-Cost Altegris Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Altegris Futures Evolution Strategy Fund | 1.34% | — | Oct 2011 |
Highest-Yield Altegris Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Altegris Futures Evolution Strategy Fund | 9.28% | — | Oct 2011 |
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