Spectrum Low Volatility Fund (SVARX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SVARX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SVARX
SVARX charges 2.34% annually. There are 70 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | SVARX vs PMOTX | |
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | SVARX vs GMODX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | SVARX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | SVARX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | SVARX vs PUTIX |
Best Risk-Adjusted Alternatives to SVARX
SVARX has a PortfoliosLab risk / return rank of 46. There are 45 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | SVARX vs CBYYX | |
| PGIM Securitized Credit Fund | 100 | — | Jun 2019 | SVARX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | SVARX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | SVARX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 98 | — | Aug 2010 | SVARX vs EGRIX |
Top Performing SVARX Alternatives (YTD)
SVARX is at 1.06% YTD. There are 45 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 7.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 7.53% | — | Aug 2010 | SVARX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 5.26% | — | Apr 2015 | SVARX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.73% | — | Jun 2007 | SVARX vs EIGMX | |
| Artisan Global Unconstrained Fund | 3.81% | — | Mar 2022 | SVARX vs APFPX | |
| T. Rowe Price Dynamic Global Bond Fund | 3.66% | — | Jan 2015 | SVARX vs RPIEX |
Lowest Volatility Alternatives to SVARX
SVARX has 2.71% 1-year volatility. There are 33 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.00% | — | Dec 2004 | SVARX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.23% | — | Jan 2023 | SVARX vs CBYYX | |
| GMO Opportunistic Income Fund | 1.33% | — | Oct 2011 | SVARX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.37% | — | Sep 2011 | SVARX vs BGCIX | |
| DoubleLine Flexible Income Fund | 1.37% | — | Apr 2014 | SVARX vs DFLEX |
Lowest Drawdown Alternatives to SVARX
SVARX has a 1-year max drawdown of -2.55%. There are 48 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | SVARX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | SVARX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | SVARX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | SVARX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.86% | — | Mar 2011 | SVARX vs PADZX |
Other Mutual Funds from Advisors Preferred
The 10 most viewed Advisors Preferred mutual funds shown here include HFSAX, OTRFX, SFHYX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 46 | 0.87% | — | — | SVARX vs HFSAX | |
| OnTrack Core Fund | Macro Trading | 80 | 4.91% | — | Jan 2013 | SVARX vs OTRFX | |
| Hundredfold Select Alternative Fund | Tactical Allocation | 36 | 0.36% | — | Aug 2004 | SVARX vs SFHYX | |
| Spectrum Active Advantage Fund | Tactical Allocation | 10 | -4.01% | — | May 2015 | SVARX vs SAPEX | |
| Quantified Evolution Plus Fund | Tactical Allocation | 80 | 45.27% | — | Sep 2019 | SVARX vs QEVOX | |
| Quantified Managed Income Fund | Diversified Portfolio | 4 | -0.63% | — | Aug 2013 | SVARX vs QBDSX | |
| Quantified Alternative Investment Fund | Macro Trading | 56 | 3.93% | — | Aug 2013 | SVARX vs QALTX | |
| Kensington Managed Income Fund | Nontraditional Bonds | 62 | 1.82% | — | May 2019 | SVARX vs KAMIX | |
| Quantified Pattern Recognition Fund | Diversified Portfolio | 13 | -7.59% | — | Aug 2019 | SVARX vs QSPMX | |
| Quantified STF Fund | Tactical Allocation | 58 | 25.47% | — | Nov 2015 | SVARX vs QSTFX |
Often Compared With SVARX
Investors most often compare SVARX with ACWV, VMFXX, BIL. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SVARX with Any Fund or Stock
Compare SVARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SVARX with funds that move differently
Spectrum Low Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVARX.
Explore SVARX Diversifiers