Campbell Systematic Macro Fund Class I Shares (EBSIX) 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 EBSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EBSIX
EBSIX charges 1.75% annually. There are 9 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 | EBSIX vs CGFIX | |
| Fulcrum Diversified Absolute Return Fund | 1.04% | — | Jul 2015 | EBSIX vs FARYX | |
| MFS Global Alternative Strategy Fund | 1.05% | — | Dec 2007 | EBSIX vs DVRIX | |
| BlackRock Tactical Opportunities Fund | 1.08% | — | Dec 1988 | EBSIX vs PCBAX | |
| AQR Macro Opportunities Fund | 1.20% | — | Apr 2014 | EBSIX vs QGMIX |
Best Risk-Adjusted Alternatives to EBSIX
EBSIX has a PortfoliosLab risk / return rank of 9. There are 14 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 | EBSIX vs EGRAX | |
| Catalyst/Millburn Hedge Strategy Fund | 90 | — | Dec 2015 | EBSIX vs MBXAX | |
| Quantified Alternative Investment Fund | 81 | — | Aug 2013 | EBSIX vs QALTX | |
| OnTrack Core Fund | 79 | — | Jan 2013 | EBSIX vs OTRFX | |
| Rational/ReSolve Adaptive Asset Allocation Fund | 76 | — | Sep 2016 | EBSIX vs RDMIX |
Top Performing EBSIX Alternatives (YTD)
EBSIX is at 9.83% YTD. There are 4 mutual funds in the Macro Trading category with higher YTD returns, going as high as 17.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Investor Class | 17.03% | — | Dec 2019 | EBSIX vs REMIX | |
| Rational/ReSolve Adaptive Asset Allocation Fund | 13.75% | — | Sep 2016 | EBSIX vs RDMIX | |
| Catalyst/Millburn Hedge Strategy Fund | 12.96% | — | Dec 2015 | EBSIX vs MBXAX | |
| JHancock Diversified Macro Fund | 11.06% | — | Jul 2019 | EBSIX vs JDJIX | |
| Campbell Systematic Macro Fund Class A Shares | 9.74% | — | Mar 2013 | EBSIX vs EBSAX |
Lowest Volatility Alternatives to EBSIX
EBSIX has 8.08% 1-year volatility. There are 11 mutual funds in the Macro Trading category with lower 1-year volatility, going as low as 3.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 3.14% | — | Oct 1990 | EBSIX vs CGFIX | |
| MFS Global Alternative Strategy Fund | 3.53% | — | Dec 2007 | EBSIX vs DVRIX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.56% | — | Dec 2012 | EBSIX vs EGRAX | |
| Dunham Dynamic Macro Fund | 4.05% | — | Apr 2010 | EBSIX vs DNAVX | |
| OnTrack Core Fund | 4.14% | — | Jan 2013 | EBSIX vs OTRFX |
Lowest Drawdown Alternatives to EBSIX
EBSIX has a 1-year max drawdown of -5.88%. There are 13 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 | EBSIX vs DNAVX | |
| abrdn Global Absolute Return Strategies Fund | -2.78% | — | Oct 1990 | EBSIX vs CGFIX | |
| OnTrack Core Fund | -3.02% | — | Jan 2013 | EBSIX vs OTRFX | |
| BlackRock Tactical Opportunities Fund | -3.04% | — | Dec 1988 | EBSIX vs PCBAX | |
| MFS Global Alternative Strategy Fund | -3.08% | — | Dec 2007 | EBSIX vs DVRIX |
Often Compared With EBSIX
Investors most often compare EBSIX with QDSIX, MBXIX, AMFAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare EBSIX with Any Fund or Stock
Compare EBSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EBSIX with funds that move differently
Campbell Systematic Macro Fund Class I Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EBSIX.
Explore EBSIX Diversifiers