Dynamic Alpha Macro Fund Institutional (DYMIX) belongs to the Macro Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DYMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DYMIX
DYMIX charges 1.98% annually. There are 12 mutual funds in the Macro Trading category with lower expense ratios, going as low as 0.78%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 0.78% | — | Oct 1990 | DYMIX vs CGFIX | |
| Fulcrum Diversified Absolute Return Fund | 1.04% | — | Jul 2015 | DYMIX vs FARYX | |
| MFS Global Alternative Strategy Fund | 1.05% | — | Dec 2007 | DYMIX vs DVRIX | |
| BlackRock Tactical Opportunities Fund | 1.08% | — | Dec 1988 | DYMIX vs PCBAX | |
| AQR Macro Opportunities Fund | 1.20% | — | Apr 2014 | DYMIX vs QGMIX |
Best Risk-Adjusted Alternatives to DYMIX
DYMIX has a PortfoliosLab risk / return rank of 25. There are 10 mutual funds in the Macro Trading category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 98 | — | Dec 2012 | DYMIX vs EGRAX | |
| Catalyst/Millburn Hedge Strategy Fund | 91 | — | Dec 2015 | DYMIX vs MBXAX | |
| Standpoint Multi-Asset Fund Investor Class | 82 | — | Dec 2019 | DYMIX vs REMIX | |
| OnTrack Core Fund | 80 | — | Jan 2013 | DYMIX vs OTRFX | |
| BlackRock Tactical Opportunities Fund | 79 | — | Dec 1988 | DYMIX vs PCBAX |
Top Performing DYMIX Alternatives (YTD)
DYMIX is at 4.32% YTD. There are 12 mutual funds in the Macro Trading category with higher YTD returns, going as high as 14.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 14.91% | — | Dec 2015 | DYMIX vs MBXAX | |
| Rational/ReSolve Adaptive Asset Allocation Fund | 12.99% | — | Sep 2016 | DYMIX vs RDMIX | |
| Standpoint Multi-Asset Fund Investor Class | 12.75% | — | Dec 2019 | DYMIX vs REMIX | |
| JHancock Diversified Macro Fund | 10.58% | — | Jul 2019 | DYMIX vs JDJIX | |
| BlackRock Tactical Opportunities Fund | 9.60% | — | Dec 1988 | DYMIX vs PCBAX |
Lowest Volatility Alternatives to DYMIX
DYMIX has 15.63% 1-year volatility. There are 16 mutual funds in the Macro Trading category with lower 1-year volatility, going as low as 3.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 3.10% | — | Oct 1990 | DYMIX vs CGFIX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.59% | — | Dec 2012 | DYMIX vs EGRAX | |
| MFS Global Alternative Strategy Fund | 3.71% | — | Dec 2007 | DYMIX vs DVRIX | |
| Dunham Dynamic Macro Fund | 4.14% | — | Apr 2010 | DYMIX vs DNAVX | |
| OnTrack Core Fund | 4.16% | — | Jan 2013 | DYMIX vs OTRFX |
Lowest Drawdown Alternatives to DYMIX
DYMIX has a 1-year max drawdown of -12.95%. There are 16 mutual funds in the Macro Trading category with shallower 1-year drawdowns, going as shallow as -2.73%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Dynamic Macro Fund | -2.73% | — | Apr 2010 | DYMIX vs DNAVX | |
| abrdn Global Absolute Return Strategies Fund | -2.78% | — | Oct 1990 | DYMIX vs CGFIX | |
| OnTrack Core Fund | -3.02% | — | Jan 2013 | DYMIX vs OTRFX | |
| BlackRock Tactical Opportunities Fund | -3.04% | — | Dec 1988 | DYMIX vs PCBAX | |
| MFS Global Alternative Strategy Fund | -3.08% | — | Dec 2007 | DYMIX vs DVRIX |
Often Compared With DYMIX
Investors most often compare DYMIX with GPAIX, MBXIX, EBSAX. These 16 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare DYMIX with Any Fund or Stock
Compare DYMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DYMIX with funds that move differently
Dynamic Alpha Macro Fund Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DYMIX.
Explore DYMIX Diversifiers