AXS Chesapeake Strategy Fund Class I (EQCHX) Alternatives
AXS Chesapeake Strategy Fund Class I (EQCHX) belongs to the Systematic Trend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EQCHX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to EQCHX
EQCHX charges 1.91% annually. Among mutual funds in the Systematic Trend category, these options have the lowest expense ratios among EQCHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| AQR Managed Futures Strategy Fund | 1.25% | Jan 5, 2010 | EQCHX vs AQMIX | |
| Credit Suisse Managed Futures Strategy Fund | 1.30% | Sep 27, 2012 | EQCHX vs CSAIX | |
| Redwood Systematic Macro Trend ("SMarT") Fund | 1.30% | Nov 1, 2017 | EQCHX vs RWSIX | |
| Goldman Sachs Managed Futures Strategy Fund | 1.33% | Feb 28, 2012 | EQCHX vs GFIRX | |
| Altegris Futures Evolution Strategy Fund | 1.34% | Oct 30, 2011 | EQCHX vs EVOIX |
Best Risk-Adjusted Alternatives to EQCHX
Among mutual funds in the Systematic Trend category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| AQR Managed Futures Strategy Fund | 93 | Jan 5, 2010 | EQCHX vs AQMIX | |
| AQR Managed Futures Strategy Fund Class N | 92 | Jan 6, 2010 | EQCHX vs AQMNX | |
| AQR Trend Total Return Fund | 91 | Dec 16, 2021 | EQCHX vs QNZNX | |
| LoCorr Macro Strategies Fund | 91 | Mar 21, 2011 | EQCHX vs LFMAX | |
| AQR Managed Futures Strategy HV Fund | 88 | Jul 15, 2013 | EQCHX vs QMHIX |
Top Performing EQCHX Alternatives (YTD)
EQCHX alternatives from the Systematic Trend category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AQR Managed Futures Strategy HV Fund | 13.91% | Jul 15, 2013 | EQCHX vs QMHIX | |
| AQR Managed Futures Strategy HV Fund Class N | 13.82% | Jul 16, 2013 | EQCHX vs QMHNX | |
| LoCorr Market Trend Fund | 13.24% | Jun 29, 2014 | EQCHX vs LOTIX | |
| AQR Managed Futures Strategy Fund | 9.72% | Jan 5, 2010 | EQCHX vs AQMIX | |
| AQR Managed Futures Strategy Fund Class N | 9.49% | Jan 6, 2010 | EQCHX vs AQMNX |
Lowest Volatility Alternatives to EQCHX
EQCHX alternatives from the Systematic Trend category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund | 5.81% | Mar 21, 2011 | EQCHX vs LFMAX | |
| LoCorr Long/Short Commodity Strategies Fund | 6.95% | Dec 29, 2011 | EQCHX vs LCSIX | |
| Abbey Capital Futures Strategy Fund Class A | 7.62% | Aug 29, 2014 | EQCHX vs ABYAX | |
| Abbey Capital Futures Strategy Fund Class I | 7.64% | Jul 1, 2014 | EQCHX vs ABYIX | |
| PIMCO TRENDS Managed Futures Strategy Fund | 8.75% | Dec 30, 2013 | EQCHX vs PQTPX |
Lowest Drawdown Alternatives to EQCHX
EQCHX alternatives from the Systematic Trend category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund | -3.01% | Mar 21, 2011 | EQCHX vs LFMAX | |
| Abbey Capital Futures Strategy Fund Class A | -4.30% | Aug 29, 2014 | EQCHX vs ABYAX | |
| LoCorr Long/Short Commodity Strategies Fund | -4.31% | Dec 29, 2011 | EQCHX vs LCSIX | |
| Abbey Capital Futures Strategy Fund Class I | -4.36% | Jul 1, 2014 | EQCHX vs ABYIX | |
| Goldman Sachs Managed Futures Strategy Fund | -5.15% | Feb 28, 2012 | EQCHX vs GFIRX |
Often Compared With EQCHX
What investors most often compare with EQCHX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 17 | -4.80% | — | EQCHX vs BRK-B | ||
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | EQCHX vs QQQ | |
| Invesco EQQQ NASDAQ-100 UCITS ETF | Large Cap Growth Equities | 60 | -4.21% | Dec 2, 2002 | EQCHX vs EQQQ.L | |
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | EQCHX vs SPY |
Compare EQCHX with Any Fund or Stock
Compare EQCHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.