ABR 75/25 Volatility Fund (VOLSX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VOLSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VOLSX
VOLSX charges 1.75% annually. There are 30 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | VOLSX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | VOLSX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 11.58M | Jan 2026 | VOLSX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | VOLSX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | VOLSX vs BTPIX |
Best Risk-Adjusted Alternatives to VOLSX
VOLSX has a PortfoliosLab risk / return rank of 44. There are 21 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Disciplined Value Global Long/Short F... | 95 | — | Apr 2014 | VOLSX vs JAKVX | |
| John Hancock Disciplined Value Global Long/Short F... | 94 | — | Dec 2013 | VOLSX vs JAKRX | |
| Boston Partners Long/Short Equity Fund | 94 | — | Nov 1998 | VOLSX vs BPLEX | |
| BlackRock Global Long/Short Equity Fund Class I | 91 | — | Dec 2012 | VOLSX vs BDMIX | |
| Gotham Absolute Return Fund | 89 | — | Aug 2012 | VOLSX vs GARIX |
Top Performing VOLSX Alternatives (YTD)
VOLSX is at 7.12% YTD. There are 20 mutual funds in the Long-Short category with higher YTD returns, going as high as 17.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 17.00% | — | Jul 2003 | VOLSX vs SAOAX | |
| John Hancock Disciplined Value Global Long/Short F... | 13.36% | — | Apr 2014 | VOLSX vs JAKVX | |
| John Hancock Disciplined Value Global Long/Short F... | 13.18% | — | Dec 2013 | VOLSX vs JAKRX | |
| ACM Dynamic Opportunity Fund | 12.97% | — | Jan 2015 | VOLSX vs ADOIX | |
| Anchor Risk Managed Equity Strategies Fund | 12.09% | — | Sep 2016 | VOLSX vs ATESX |
Lowest Volatility Alternatives to VOLSX
VOLSX has 14.16% 1-year volatility. There are 42 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 4.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 4.92% | — | Dec 2011 | VOLSX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.32% | — | Dec 2012 | VOLSX vs ASILX | |
| MFS Managed Wealth Fund | 5.55% | — | Jun 2014 | VOLSX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 5.83% | — | Dec 2019 | VOLSX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 5.92% | — | Jan 2012 | VOLSX vs WRAIX |
Lowest Drawdown Alternatives to VOLSX
VOLSX has a 1-year max drawdown of -12.37%. There are 38 mutual funds in the Long-Short category with shallower 1-year drawdowns, going as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | VOLSX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | VOLSX vs GTAPX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.54% | — | Dec 2012 | VOLSX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | VOLSX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | VOLSX vs GARIX |
Other Mutual Funds from ABR
The 2 most viewed ABR mutual funds shown here include ABRVX, ABRSX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ABR Dynamic Blend Equity & Volatility Fund | Long-Short | 62 | 9.84% | — | Aug 2015 | VOLSX vs ABRVX | |
| ABR 50/50 Volatility Fund | Long-Short | 22 | 2.52% | — | Oct 2017 | VOLSX vs ABRSX |
Often Compared With VOLSX
Investors most often compare VOLSX with AQMIX, BIVIX, QAMNX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund | Systematic Trend | 90 | 12.43% | — | Jan 2010 | VOLSX vs AQMIX | |
| Invenomic Fund Institutional Class | Long-Short | 2 | -9.27% | — | Jun 2017 | VOLSX vs BIVIX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 9 | 0.80% | — | Sep 2008 | VOLSX vs QAMNX | |
| AQR Long-Short Equity Fund | Long-Short | 61 | 0.57% | — | Jul 2013 | VOLSX vs QLEIX | |
| AQR Long-Short Equity N | Long-Short | 58 | 0.49% | — | Jul 2013 | VOLSX vs QLENX | |
| Persimmon Long/Short Fund | Long-Short | 78 | 6.17% | — | Dec 2012 | VOLSX vs LSEIX | |
| Vanguard Market Neutral Fund Investor Shares | Long-Short | 63 | 11.60% | 508.80M | Nov 1998 | VOLSX vs VMNFX | |
| PIMCO RAE Worldwide Long/Short PLUS Fund | Long-Short | 2 | -0.82% | — | Dec 2014 | VOLSX vs PWLIX | |
| Vanguard Market Neutral Fund Institutional Shares | Long-Short | 64 | 11.58% | — | Oct 1998 | VOLSX vs VMNIX | |
| Easterly Snow Capital Long/Short Opportunity Fund | Long-Short | 80 | 9.17% | — | Apr 2006 | VOLSX vs SNOIX | |
| Wasatch Long/Short Alpha Fund | Long-Short | 2 | 4.40% | — | Sep 2021 | VOLSX vs WALSX | |
| Meeder Spectrum Fund | Long-Short | 74 | 11.48% | — | Jan 2015 | VOLSX vs FLSPX |
Compare VOLSX with Any Fund or Stock
Compare VOLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VOLSX with funds that move differently
ABR 75/25 Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VOLSX.
Explore VOLSX Diversifiers