Fulcrum Diversified Absolute Return Fund (FARYX) Alternatives
Fulcrum Diversified Absolute Return Fund (FARYX) 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 FARYX. 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 FARYX
FARYX charges 1.04% annually. Among mutual funds in the Macro Trading category, these options have the lowest expense ratios among FARYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 0.78% | Oct 31, 1990 | FARYX vs CGFIX | |
| MFS Global Alternative Strategy Fund | 1.05% | Dec 19, 2007 | FARYX vs DVRIX | |
| BlackRock Tactical Opportunities Fund | 1.08% | Dec 28, 1988 | FARYX vs PCBAX | |
| AQR Macro Opportunities Fund | 1.20% | Apr 7, 2014 | FARYX vs QGMIX | |
| Quantified Alternative Investment Fund | 1.33% | Aug 8, 2013 | FARYX vs QALTX |
Best Risk-Adjusted Alternatives to FARYX
Among mutual funds in the Macro Trading 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 | |
|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 99 | Dec 28, 2012 | FARYX vs EGRAX | |
| OnTrack Core Fund | 92 | Jan 14, 2013 | FARYX vs OTRFX | |
| Dunham Dynamic Macro Fund | 92 | Apr 28, 2010 | FARYX vs DNAVX | |
| Quantified Alternative Investment Fund | 90 | Aug 8, 2013 | FARYX vs QALTX | |
| Dynamic Alpha Macro Fund Institutional | 81 | Jul 31, 2023 | FARYX vs DYMIX |
Top Performing FARYX Alternatives (YTD)
FARYX alternatives from the Macro Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 7.93% | Dec 27, 2015 | FARYX vs MBXAX | |
| Campbell Systematic Macro Fund Class I Shares | 7.80% | Mar 4, 2013 | FARYX vs EBSIX | |
| Campbell Systematic Macro Fund Class A Shares | 7.79% | Mar 4, 2013 | FARYX vs EBSAX | |
| Standpoint Multi-Asset Fund Investor Class | 6.45% | Dec 30, 2019 | FARYX vs REMIX | |
| JHancock Diversified Macro Fund | 4.93% | Jul 28, 2019 | FARYX vs JDJIX |
Lowest Volatility Alternatives to FARYX
FARYX alternatives from the Macro Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 3.48% | Oct 31, 1990 | FARYX vs CGFIX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.73% | Dec 28, 2012 | FARYX vs EGRAX | |
| OnTrack Core Fund | 4.34% | Jan 14, 2013 | FARYX vs OTRFX | |
| Dunham Dynamic Macro Fund | 4.40% | Apr 28, 2010 | FARYX vs DNAVX | |
| MFS Global Alternative Strategy Fund | 4.76% | Dec 19, 2007 | FARYX vs DVRIX |
Lowest Drawdown Alternatives to FARYX
FARYX alternatives from the Macro Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dunham Dynamic Macro Fund | -2.13% | Apr 28, 2010 | FARYX vs DNAVX | |
| abrdn Global Absolute Return Strategies Fund | -2.78% | Oct 31, 1990 | FARYX vs CGFIX | |
| OnTrack Core Fund | -3.02% | Jan 14, 2013 | FARYX vs OTRFX | |
| Eaton Vance Global Macro Absolute Return Advantage... | -3.02% | Dec 28, 2012 | FARYX vs EGRAX | |
| MFS Global Alternative Strategy Fund | -3.45% | Dec 19, 2007 | FARYX vs DVRIX |
Often Compared With FARYX
What investors most often compare with FARYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FARYX vs FXAIX | |
| Grant Park Multi Alternative Strategies Fund | Macro Trading | 80 | 1.93% | Dec 30, 2013 | FARYX vs GPAIX | |
| Rational/ReSolve Adaptive Asset Allocation Fund | Macro Trading | 37 | 2.69% | Sep 29, 2016 | FARYX vs RDMIX |
Compare FARYX with Any Fund or Stock
Compare FARYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.