ABR 50/50 Volatility Fund (ABRSX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ABRSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ABRSX
ABRSX charges 2.00% annually. There are 45 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | ABRSX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | ABRSX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 11.94M | Jan 2026 | ABRSX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | ABRSX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | ABRSX vs BTPIX |
Best Risk-Adjusted Alternatives to ABRSX
ABRSX has a PortfoliosLab risk / return rank of 27. There are 27 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | — | Dec 2012 | ABRSX vs BDMIX | |
| Boston Partners Long/Short Equity Fund | 94 | — | Nov 1998 | ABRSX vs BPLEX | |
| Persimmon Long/Short Fund | 88 | — | Dec 2012 | ABRSX vs LSEIX | |
| Vanguard Market Neutral Fund Institutional Shares | 88 | — | Oct 1998 | ABRSX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 88 | 561.90M | Nov 1998 | ABRSX vs VMNFX |
Top Performing ABRSX Alternatives (YTD)
ABRSX is at 4.01% YTD. There are 29 mutual funds in the Long-Short category with higher YTD returns, going as high as 14.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ACM Dynamic Opportunity Fund | 14.62% | — | Jan 2015 | ABRSX vs ADOIX | |
| Vanguard Market Neutral Fund Institutional Shares | 14.39% | — | Oct 1998 | ABRSX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 14.39% | 561.90M | Nov 1998 | ABRSX vs VMNFX | |
| CRM Long/Short Opportunities Fund | 13.95% | — | Aug 2016 | ABRSX vs CRIHX | |
| Boston Partners Long/Short Equity Fund | 13.85% | — | Nov 1998 | ABRSX vs BPLEX |
Lowest Volatility Alternatives to ABRSX
ABRSX has 21.93% 1-year volatility. There are 51 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.29% | — | Dec 2011 | ABRSX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.56% | — | Dec 2012 | ABRSX vs ASILX | |
| MFS Managed Wealth Fund | 5.86% | — | Jun 2014 | ABRSX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 6.07% | — | Dec 2019 | ABRSX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 6.17% | — | Jan 2012 | ABRSX vs WRAIX |
Lowest Drawdown Alternatives to ABRSX
ABRSX has a 1-year max drawdown of -19.12%. There are 47 mutual funds in the Long-Short category with shallower 1-year drawdowns, going as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | ABRSX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | ABRSX vs GTAPX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.24% | — | Dec 2012 | ABRSX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | ABRSX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | ABRSX vs GARIX |
Other Mutual Funds from ABR
The 2 most viewed ABR mutual funds shown here include ABRVX, VOLSX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ABR Dynamic Blend Equity & Volatility Fund | Long-Short | 40 | 5.90% | — | Aug 2015 | ABRSX vs ABRVX | |
| ABR 75/25 Volatility Fund | Long-Short | 42 | 5.73% | — | Aug 2020 | ABRSX vs VOLSX |
Often Compared With ABRSX
Investors most often compare ABRSX with JAKVX, SNOIX, SAOAX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 83 | 9.88% | — | Apr 2014 | ABRSX vs JAKVX | |
| Easterly Snow Capital Long/Short Opportunity Fund | Long-Short | 70 | 8.03% | — | Apr 2006 | ABRSX vs SNOIX | |
| Guggenheim Alpha Opportunity Fund | Long-Short | 40 | 12.77% | — | Jul 2003 | ABRSX vs SAOAX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 82 | 9.70% | — | Dec 2013 | ABRSX vs JAKRX | |
| Wasatch Long/Short Alpha Fund | Long-Short | 2 | 5.87% | — | Sep 2021 | ABRSX vs WALSX | |
| PIMCO RAE Worldwide Long/Short PLUS Fund | Long-Short | 3 | -1.77% | — | Dec 2014 | ABRSX vs PWLIX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 7 | -1.17% | — | Sep 2008 | ABRSX vs QAMNX | |
| AQR Long-Short Equity Fund | Long-Short | 57 | -0.52% | — | Jul 2013 | ABRSX vs QLEIX | |
| AQR Long-Short Equity Fund Class N | Long-Short, Actively Managed | 54 | -0.63% | — | Jul 2013 | ABRSX vs QLENX | |
| Meeder Spectrum Fund | Long-Short | 69 | 10.75% | — | Jan 2015 | ABRSX vs FLSPX |
Compare ABRSX with Any Fund or Stock
Compare ABRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ABRSX with funds that move differently
ABR 50/50 Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ABRSX.
Explore ABRSX Diversifiers