Grizzly Short Fund (GRZZX) belongs to the Inverse Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GRZZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GRZZX
GRZZX charges 1.61% annually. There are 3 mutual funds in the Inverse Equities category with lower expense ratios, going as low as 0.64%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO StocksPLUS Short Fund | 0.64% | — | Jul 2003 | GRZZX vs PSTIX | |
| Rydex Inverse S&P 500 Strategy Fund | 1.49% | — | Jan 1994 | GRZZX vs RYURX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | 1.55% | — | Sep 1998 | GRZZX vs RYAIX | |
| ProFunds Bear Fund | 1.64% | — | Dec 1997 | GRZZX vs BRPIX | |
| ProFunds UltraShort NASDAQ-100 Fund | 1.68% | — | Jun 1998 | GRZZX vs USPIX |
Best Risk-Adjusted Alternatives to GRZZX
GRZZX has a PortfoliosLab risk / return rank of 1. There are 2 mutual funds in the Inverse Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | 97 | — | Oct 1985 | GRZZX vs DRCVX | |
| ProFunds UltraShort China | 2 | — | Feb 2008 | GRZZX vs UHPIX | |
| ProFunds Ultra Short Emerging Market Fund | 0 | — | Apr 2006 | GRZZX vs UVPIX | |
| Rydex Inverse Emerging Markets 2x Strategy Fund | 0 | — | Oct 2010 | GRZZX vs RYWWX | |
| ProFunds Ultra Short International Fund | 0 | — | Apr 2006 | GRZZX vs UXPIX |
Top Performing GRZZX Alternatives (YTD)
GRZZX is at -6.80% YTD. There are 2 mutual funds in the Inverse Equities category with higher YTD returns, going as high as 23.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds UltraShort China | 23.70% | — | Feb 2008 | GRZZX vs UHPIX | |
| Comstock Capital Value Fund | 3.17% | — | Oct 1985 | GRZZX vs DRCVX | |
| PIMCO StocksPLUS Short Fund | -8.07% | — | Jul 2003 | GRZZX vs PSTIX | |
| Rydex Inverse S&P 500 Strategy Fund | -8.61% | — | Jan 1994 | GRZZX vs RYURX | |
| ProFunds Bear Fund | -8.77% | — | Dec 1997 | GRZZX vs BRPIX |
Lowest Volatility Alternatives to GRZZX
GRZZX has 13.72% 1-year volatility. There are 5 mutual funds in the Inverse Equities category with lower 1-year volatility, going as low as 3.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | 3.02% | — | Oct 1985 | GRZZX vs DRCVX | |
| Federated Hermes Prudent Bear Fd | 11.34% | — | Dec 1995 | GRZZX vs BEARX | |
| PIMCO StocksPLUS Short Fund | 11.58% | — | Jul 2003 | GRZZX vs PSTIX | |
| Rydex Inverse S&P 500 Strategy Fund | 11.81% | — | Jan 1994 | GRZZX vs RYURX | |
| ProFunds Bear Fund | 11.96% | — | Dec 1997 | GRZZX vs BRPIX |
Lowest Drawdown Alternatives to GRZZX
GRZZX has a 1-year max drawdown of -13.89%. There is 1 mutual fund in the Inverse Equities category with a shallower 1-year drawdown, going as shallow as -0.89%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | -0.89% | — | Oct 1985 | GRZZX vs DRCVX | |
| PIMCO StocksPLUS Short Fund | -15.41% | — | Jul 2003 | GRZZX vs PSTIX | |
| Rydex Inverse Mid-Cap Strategy Fund | -16.02% | — | Feb 2004 | GRZZX vs RYCLX | |
| Rydex Inverse S&P 500 Strategy Fund | -18.25% | — | Jan 1994 | GRZZX vs RYURX | |
| ProFunds Bear Fund | -18.77% | — | Dec 1997 | GRZZX vs BRPIX |
Other Mutual Funds from Leuthold
The 2 most viewed Leuthold mutual funds shown here include LCORX, GLBIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Leuthold Core Investment Fund | Tactical Allocation | 52 | 6.71% | — | Nov 1995 | GRZZX vs LCORX | |
| Leuthold Global Fund | Global Allocation | 80 | 12.18% | — | Apr 2008 | GRZZX vs GLBIX |
Often Compared With GRZZX
Investors most often compare GRZZX with FXAIX, RYVNX, RYCZX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare GRZZX with Any Fund or Stock
Compare GRZZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GRZZX with funds that move differently
Grizzly Short Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GRZZX.
Explore GRZZX Diversifiers