Easterly Income Opportunities Fund (JSVIX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JSVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JSVIX
JSVIX charges 1.48% annually. There are 75 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | JSVIX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | JSVIX vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | JSVIX vs BWDTX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | JSVIX vs JMSIX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | JSVIX vs MOFIX |
Best Risk-Adjusted Alternatives to JSVIX
JSVIX has a PortfoliosLab risk / return rank of 79. There are 19 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | JSVIX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | JSVIX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | JSVIX vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | JSVIX vs RFXIX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | JSVIX vs ICMUX |
Top Performing JSVIX Alternatives (YTD)
JSVIX is at 0.41% YTD. There are 75 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 5.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 5.18% | — | Jan 2011 | JSVIX vs ACP | |
| Western Asset Diversified Income Fund | 4.16% | — | Jun 2021 | JSVIX vs WDI | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.18% | — | May 2016 | JSVIX vs LFLIX | |
| Intrepid Income Fund | 2.85% | — | Jul 2007 | JSVIX vs ICMUX | |
| Eaton Vance Strategic Income Fund Class I | 2.78% | — | Apr 2009 | JSVIX vs ESIIX |
Lowest Volatility Alternatives to JSVIX
JSVIX has 1.73% 1-year volatility. There are 6 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.18% | — | Nov 2015 | JSVIX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | JSVIX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.30% | — | Jul 2016 | JSVIX vs BWDTX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | JSVIX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | 1.41% | — | Jan 2018 | JSVIX vs CBLDX |
Lowest Drawdown Alternatives to JSVIX
JSVIX has a 1-year max drawdown of -1.49%. There are 10 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | JSVIX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | JSVIX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | JSVIX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | JSVIX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | JSVIX vs BWDTX |
Other Mutual Funds from James Alpha Advisors
The 2 most viewed James Alpha Advisors mutual funds shown here include JDIEX, JAREX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Easterly Hedged Equity Fund | Options Trading | 87 | 8.08% | — | Jul 2015 | JSVIX vs JDIEX | |
| Easterly Global Real Estate Fund | REIT | 12 | 11.47% | — | Oct 2009 | JSVIX vs JAREX |
Often Compared With JSVIX
Investors most often compare JSVIX with DBLIX, WSINX, OWCIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare JSVIX with Any Fund or Stock
Compare JSVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JSVIX with funds that move differently
Easterly Income Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JSVIX.
Explore JSVIX Diversifiers