FARYX Alternatives & Similar Mutual Funds

Fulcrum Diversified Absolute Return Fund (FARYX) belongs to the Multistrategy 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 a closer substitute for your current allocation.

Cheapest Alternatives to FARYX

FARYX charges 1.04% annually. There are 11 mutual funds in the Multistrategy category with lower expense ratios, going as low as 0.18%.

Symbol	Name	Expense Ratio	AUM	Inception
RMDFX	Aspiriant Defensive Allocation Fund	0.18%	—	Dec 2015	FARYX vs RMDFX
SPATX	Symmetry Panoramic Alternatives Fund	0.50%	—	Nov 2018	FARYX vs SPATX
TALTX	Morgan Stanley Pathway Funds Alternative Strategie...	0.59%	—	Feb 2018	FARYX vs TALTX
GAAVX	GMO Alternative Allocation Fund	0.61%	—	May 2019	FARYX vs GAAVX
WRPIX	Allspring Alternative Risk Premia Fund	0.72%	—	Jan 2019	FARYX vs WRPIX

Best Risk-Adjusted Alternatives to FARYX

FARYX has a PortfoliosLab risk / return rank of 39. There are 49 mutual funds in the Multistrategy category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
SRRIX	Stone Ridge Reinsurance Risk Premium Interval Fund	100	—	Dec 2013	FARYX vs SRRIX
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	100	—	Aug 2017	FARYX vs ARBIX
FSLTX	Strategic Advisers Alternatives Fund	99	—	Jul 2022	FARYX vs FSLTX
BXMIX	Blackstone Alternative Multi-Strategy Fund	99	—	Jun 2014	FARYX vs BXMIX
ADAIX	AQR Diversified Arbitrage Fund Class I	99	—	Jan 2009	FARYX vs ADAIX

Top Performing FARYX Alternatives (YTD)

FARYX is at 1.82% YTD. There are 58 mutual funds in the Multistrategy category with higher YTD returns, going as high as 22.10%.

Symbol	Name	YTD Return	AUM	Inception
QRPRX	AQR Alternative Risk Premia R6	22.10%	—	Sep 2017	FARYX vs QRPRX
QRPIX	AQR Alternative Risk Premia Fund - Class I	21.98%	—	Sep 2017	FARYX vs QRPIX
QRPNX	AQR Alternative Risk Premia Fund Class N	21.85%	—	Sep 2017	FARYX vs QRPNX
QSPIX	AQR Style Premia Alternative Fund - Class I	17.69%	—	Oct 2013	FARYX vs QSPIX
QSPRX	AQR Style Premia Alternative R6	17.68%	—	Sep 2014	FARYX vs QSPRX

Lowest Volatility Alternatives to FARYX

FARYX has 7.88% 1-year volatility. There are 45 mutual funds in the Multistrategy category with lower 1-year volatility, going as low as 1.25%.

Symbol	Name	Volatility 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	1.25%	—	Aug 2017	FARYX vs ARBIX
ADANX	AQR Diversified Arbitrage Fund Class N	1.47%	—	Jan 2009	FARYX vs ADANX
ADAIX	AQR Diversified Arbitrage Fund Class I	1.48%	—	Jan 2009	FARYX vs ADAIX
FSLTX	Strategic Advisers Alternatives Fund	2.25%	—	Jul 2022	FARYX vs FSLTX
MSTVX	Morningstar Alternatives Fund	2.29%	—	Nov 2018	FARYX vs MSTVX

Lowest Drawdown Alternatives to FARYX

FARYX has a 1-year max drawdown of -6.77%. There are 59 mutual funds in the Multistrategy category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	-0.51%	—	Aug 2017	FARYX vs ARBIX
SRRIX	Stone Ridge Reinsurance Risk Premium Interval Fund	-0.55%	—	Dec 2013	FARYX vs SRRIX
ADANX	AQR Diversified Arbitrage Fund Class N	-0.60%	—	Jan 2009	FARYX vs ADANX
ADAIX	AQR Diversified Arbitrage Fund Class I	-0.60%	—	Jan 2009	FARYX vs ADAIX
FSLTX	Strategic Advisers Alternatives Fund	-0.86%	—	Jul 2022	FARYX vs FSLTX

Often Compared With FARYX

Investors most often compare FARYX with DNAVX, MBXAX, EBSAX. These 17 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DNAVX	Dunham Dynamic Macro Fund	Multistrategy	6	0.27%	—	Apr 2010	FARYX vs DNAVX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	Multistrategy, Systematic Trend, Global Equities	89	12.74%	—	Dec 2015	FARYX vs MBXAX
EBSAX	Campbell Systematic Macro Fund Class A Shares	Multistrategy	10	5.63%	—	Mar 2013	FARYX vs EBSAX
DVRIX	MFS Global Alternative Strategy Fund	Multistrategy	50	2.88%	—	Dec 2007	FARYX vs DVRIX
FXAIX	Fidelity 500 Index Fund	S&P 500	64	9.35%	—	Feb 1988	FARYX vs FXAIX
PCBAX	BlackRock Tactical Opportunities Fund	Multistrategy	83	10.12%	—	Dec 1988	FARYX vs PCBAX
QGMIX	AQR Macro Opportunities Fund	Multistrategy	2	-0.61%	—	Apr 2014	FARYX vs QGMIX
EGRAX	Eaton Vance Global Macro Absolute Return Advantage...	Multistrategy	98	8.54%	—	Dec 2012	FARYX vs EGRAX
EBSIX	Campbell Systematic Macro Fund Class I Shares	Multistrategy	11	5.77%	—	Mar 2013	FARYX vs EBSIX
OTRFX	OnTrack Core Fund	Tactical Allocation	81	4.93%	—	Jan 2013	FARYX vs OTRFX
QALTX	Quantified Alternative Investment Fund	Multistrategy	56	4.62%	—	Aug 2013	FARYX vs QALTX
CGFIX	abrdn Global Absolute Return Strategies Fund	Multistrategy	37	0.33%	—	Oct 1990	FARYX vs CGFIX
JDJIX	JHancock Diversified Macro Fund	Multistrategy	24	10.22%	—	Jul 2019	FARYX vs JDJIX
REMIX	Standpoint Multi-Asset Fund Investor Class	Diversified Portfolio	83	12.48%	—	Dec 2019	FARYX vs REMIX
GPAIX	Grant Park Multi Alternative Strategies Fund	Multistrategy	47	3.51%	—	Dec 2013	FARYX vs GPAIX
DYMIX	Dynamic Alpha Macro Fund Institutional	Multistrategy	33	2.86%	—	Jul 2023	FARYX vs DYMIX
RDMIX	Rational/ReSolve Adaptive Asset Allocation Fund	Tactical Allocation	77	12.19%	—	Sep 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.

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Diversifiers

Pair FARYX with funds that move differently

Fulcrum Diversified Absolute Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FARYX.

Explore FARYX Diversifiers

Fulcrum Diversified Absolute Return Fund (FARYX) Alternatives