Bramshill Income Performance Fund (BRMSX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRMSX
BRMSX charges 1.03% annually. There are 41 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | BRMSX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | BRMSX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | BRMSX vs SUBFX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | BRMSX vs PUTIX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | BRMSX vs FPFIX |
Best Risk-Adjusted Alternatives to BRMSX
BRMSX has a PortfoliosLab risk / return rank of 18. There are 64 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | BRMSX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | Jun 2019 | BRMSX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | BRMSX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | BRMSX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 98 | — | Aug 2010 | BRMSX vs EGRIX |
Top Performing BRMSX Alternatives (YTD)
BRMSX is at 1.24% YTD. There are 38 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 7.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 7.78% | — | Aug 2010 | BRMSX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 5.03% | — | Apr 2015 | BRMSX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.84% | — | Jun 2007 | BRMSX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.09% | — | Mar 2022 | BRMSX vs APFPX | |
| T. Rowe Price Dynamic Global Bond Fund | 3.29% | — | Jan 2015 | BRMSX vs RPIEX |
Lowest Volatility Alternatives to BRMSX
BRMSX has 4.30% 1-year volatility. There are 63 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.01% | — | Dec 2004 | BRMSX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.22% | — | Jan 2023 | BRMSX vs CBYYX | |
| GMO Opportunistic Income Fund | 1.32% | — | Oct 2011 | BRMSX vs GMODX | |
| DoubleLine Flexible Income Fund | 1.37% | — | Apr 2014 | BRMSX vs DFLEX | |
| BlackRock Global Long/Short Credit Fund | 1.38% | — | Sep 2011 | BRMSX vs BGCIX |
Lowest Drawdown Alternatives to BRMSX
BRMSX has a 1-year max drawdown of -3.25%. There are 60 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | BRMSX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | BRMSX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | BRMSX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | BRMSX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.86% | — | Mar 2011 | BRMSX vs PADZX |
Often Compared With BRMSX
Investors most often compare BRMSX with AFLIX, ATCSX, WAVLX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 94 | 1.42% | — | Jun 2013 | BRMSX vs AFLIX | |
| Anchor Risk Managed Credit Strategies Fund | Nontraditional Bonds | 42 | 3.21% | — | Sep 2015 | BRMSX vs ATCSX | |
| Wavelength Interest Rate Neutral Fund | Nontraditional Bonds | 76 | 3.13% | — | Sep 2013 | BRMSX vs WAVLX | |
| Templeton Global Total Return Fund | Nontraditional Bonds | 19 | 1.92% | — | Sep 2008 | BRMSX vs TTRZX |
Compare BRMSX with Any Fund or Stock
Compare BRMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRMSX with funds that move differently
Bramshill Income Performance Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRMSX.
Explore BRMSX Diversifiers