Campbell Systematic Macro Fund Class A Shares (EBSAX) 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 EBSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EBSAX
EBSAX charges 2.00% annually. There are 13 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 | EBSAX vs CGFIX | |
| Fulcrum Diversified Absolute Return Fund | 1.04% | — | Jul 2015 | EBSAX vs FARYX | |
| MFS Global Alternative Strategy Fund | 1.05% | — | Dec 2007 | EBSAX vs DVRIX | |
| BlackRock Tactical Opportunities Fund | 1.08% | — | Dec 1988 | EBSAX vs PCBAX | |
| AQR Macro Opportunities Fund | 1.20% | — | Apr 2014 | EBSAX vs QGMIX |
Best Risk-Adjusted Alternatives to EBSAX
EBSAX has a PortfoliosLab risk / return rank of 8. There are 15 mutual funds in the Macro Trading category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 97 | — | Dec 2012 | EBSAX vs EGRAX | |
| Catalyst/Millburn Hedge Strategy Fund | 92 | — | Dec 2015 | EBSAX vs MBXAX | |
| Quantified Alternative Investment Fund | 81 | — | Aug 2013 | EBSAX vs QALTX | |
| OnTrack Core Fund | 78 | — | Jan 2013 | EBSAX vs OTRFX | |
| Standpoint Multi-Asset Fund Investor Class | 75 | — | Dec 2019 | EBSAX vs REMIX |
Top Performing EBSAX Alternatives (YTD)
EBSAX is at 9.09% YTD. There are 6 mutual funds in the Macro Trading category with higher YTD returns, going as high as 16.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Investor Class | 16.82% | — | Dec 2019 | EBSAX vs REMIX | |
| Rational/ReSolve Adaptive Asset Allocation Fund | 13.51% | — | Sep 2016 | EBSAX vs RDMIX | |
| Catalyst/Millburn Hedge Strategy Fund | 13.33% | — | Dec 2015 | EBSAX vs MBXAX | |
| JHancock Diversified Macro Fund | 10.70% | — | Jul 2019 | EBSAX vs JDJIX | |
| BlackRock Tactical Opportunities Fund | 10.12% | — | Dec 1988 | EBSAX vs PCBAX |
Lowest Volatility Alternatives to EBSAX
EBSAX has 8.16% 1-year volatility. There are 12 mutual funds in the Macro Trading category with lower 1-year volatility, going as low as 3.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 3.15% | — | Oct 1990 | EBSAX vs CGFIX | |
| MFS Global Alternative Strategy Fund | 3.53% | — | Dec 2007 | EBSAX vs DVRIX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.56% | — | Dec 2012 | EBSAX vs EGRAX | |
| Dunham Dynamic Macro Fund | 4.05% | — | Apr 2010 | EBSAX vs DNAVX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | EBSAX vs OTRFX |
Lowest Drawdown Alternatives to EBSAX
EBSAX has a 1-year max drawdown of -5.83%. There are 12 mutual funds in the Macro Trading category with shallower 1-year drawdowns, going as shallow as -2.13%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Dynamic Macro Fund | -2.13% | — | Apr 2010 | EBSAX vs DNAVX | |
| abrdn Global Absolute Return Strategies Fund | -2.78% | — | Oct 1990 | EBSAX vs CGFIX | |
| OnTrack Core Fund | -3.02% | — | Jan 2013 | EBSAX vs OTRFX | |
| BlackRock Tactical Opportunities Fund | -3.04% | — | Dec 1988 | EBSAX vs PCBAX | |
| MFS Global Alternative Strategy Fund | -3.08% | — | Dec 2007 | EBSAX vs DVRIX |
Other Mutual Funds from Campbell & Company
The 1 most viewed Campbell & Company mutual funds shown here include EBSIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Campbell Systematic Macro Fund Class I Shares | Macro Trading | 8 | 9.19% | — | Mar 2013 | EBSAX vs EBSIX |
Often Compared With EBSAX
Investors most often compare EBSAX with GPAIX, DYMIX. These 2 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Grant Park Multi Alternative Strategies Fund | Macro Trading | 47 | 5.44% | — | Dec 2013 | EBSAX vs GPAIX | |
| Dynamic Alpha Macro Fund Institutional | Macro Trading | 35 | 7.54% | — | Jul 2023 | EBSAX vs DYMIX |
Compare EBSAX with Any Fund or Stock
Compare EBSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EBSAX with funds that move differently
Campbell Systematic Macro Fund Class A Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EBSAX.
Explore EBSAX Diversifiers