Altegris Futures Evolution Strategy Fund (EVOIX) Alternatives
Altegris Futures Evolution Strategy Fund (EVOIX) 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 EVOIX. 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 EVOIX
EVOIX charges 1.34% annually. Among mutual funds in the Systematic Trend category, these options have the lowest expense ratios among EVOIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| AQR Managed Futures Strategy Fund | 1.25% | Jan 5, 2010 | EVOIX vs AQMIX | |
| Credit Suisse Managed Futures Strategy Fund | 1.30% | Sep 27, 2012 | EVOIX vs CSAIX | |
| Redwood Systematic Macro Trend ("SMarT") Fund | 1.30% | Nov 1, 2017 | EVOIX vs RWSIX | |
| Goldman Sachs Managed Futures Strategy Fund | 1.33% | Feb 28, 2012 | EVOIX vs GFIRX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | 1.47% | Jul 30, 2010 | EVOIX vs ASFYX |
Best Risk-Adjusted Alternatives to EVOIX
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 Class N | 94 | Jan 6, 2010 | EVOIX vs AQMNX | |
| AQR Managed Futures Strategy Fund | 94 | Jan 5, 2010 | EVOIX vs AQMIX | |
| LoCorr Macro Strategies Fund | 92 | Mar 21, 2011 | EVOIX vs LFMAX | |
| AQR Trend Total Return Fund | 91 | Dec 16, 2021 | EVOIX vs QNZNX | |
| AQR Managed Futures Strategy HV Fund | 90 | Jul 15, 2013 | EVOIX vs QMHIX |
Top Performing EVOIX Alternatives (YTD)
EVOIX alternatives from the Systematic Trend category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AQR Managed Futures Strategy HV Fund | 14.62% | Jul 15, 2013 | EVOIX vs QMHIX | |
| AQR Managed Futures Strategy HV Fund Class N | 14.53% | Jul 16, 2013 | EVOIX vs QMHNX | |
| LoCorr Market Trend Fund | 12.97% | Jun 29, 2014 | EVOIX vs LOTIX | |
| AQR Managed Futures Strategy Fund | 10.24% | Jan 5, 2010 | EVOIX vs AQMIX | |
| AQR Managed Futures Strategy Fund Class N | 10.02% | Jan 6, 2010 | EVOIX vs AQMNX |
Lowest Volatility Alternatives to EVOIX
EVOIX alternatives from the Systematic Trend category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund | 5.83% | Mar 21, 2011 | EVOIX vs LFMAX | |
| LoCorr Long/Short Commodity Strategies Fund | 6.96% | Dec 29, 2011 | EVOIX vs LCSIX | |
| Abbey Capital Futures Strategy Fund Class A | 7.63% | Aug 29, 2014 | EVOIX vs ABYAX | |
| Abbey Capital Futures Strategy Fund Class I | 7.65% | Jul 1, 2014 | EVOIX vs ABYIX | |
| PIMCO TRENDS Managed Futures Strategy Fund | 8.73% | Dec 30, 2013 | EVOIX vs PQTPX |
Lowest Drawdown Alternatives to EVOIX
EVOIX 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 | EVOIX vs LFMAX | |
| Abbey Capital Futures Strategy Fund Class A | -4.30% | Aug 29, 2014 | EVOIX vs ABYAX | |
| LoCorr Long/Short Commodity Strategies Fund | -4.31% | Dec 29, 2011 | EVOIX vs LCSIX | |
| Abbey Capital Futures Strategy Fund Class I | -4.36% | Jul 1, 2014 | EVOIX vs ABYIX | |
| AQR Managed Futures Strategy Fund Class N | -5.29% | Jan 6, 2010 | EVOIX vs AQMNX |
Other Mutual Funds from Altegris
Most popular Altegris mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Altegris/AACA Opportunistic Real Estate Fund | REIT | 3 | 0.00% | Jan 8, 2014 | EVOIX vs RAAIX |
Often Compared With EVOIX
What investors most often compare with EVOIX, based on PortfoliosLab usage data.
Compare EVOIX with Any Fund or Stock
Compare EVOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.