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 31 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% | 11.94M | 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 41. There are 22 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | — | Dec 2012 | VOLSX vs BDMIX | |
| Boston Partners Long/Short Equity Fund | 94 | — | Nov 1998 | VOLSX vs BPLEX | |
| Persimmon Long/Short Fund | 88 | — | Dec 2012 | VOLSX vs LSEIX | |
| Vanguard Market Neutral Fund Institutional Shares | 88 | — | Oct 1998 | VOLSX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 88 | 561.90M | Nov 1998 | VOLSX vs VMNFX |
Top Performing VOLSX Alternatives (YTD)
VOLSX is at 6.19% YTD. There are 21 mutual funds in the Long-Short category with higher YTD returns, going as high as 14.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Market Neutral Fund Investor Shares | 14.39% | 561.90M | Nov 1998 | VOLSX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 14.39% | — | Oct 1998 | VOLSX vs VMNIX | |
| ACM Dynamic Opportunity Fund | 14.35% | — | Jan 2015 | VOLSX vs ADOIX | |
| CRM Long/Short Opportunities Fund | 13.95% | — | Aug 2016 | VOLSX vs CRIHX | |
| Boston Partners Long/Short Equity Fund | 13.85% | — | Nov 1998 | VOLSX vs BPLEX |
Lowest Volatility Alternatives to VOLSX
VOLSX has 14.35% 1-year volatility. There are 42 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.29% | — | Dec 2011 | VOLSX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.56% | — | Dec 2012 | VOLSX vs ASILX | |
| MFS Managed Wealth Fund | 5.86% | — | Jun 2014 | VOLSX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 6.07% | — | Dec 2019 | VOLSX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 6.16% | — | 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 | -3.24% | — | 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 | 40 | 5.90% | — | Aug 2015 | VOLSX vs ABRVX | |
| ABR 50/50 Volatility Fund | Long-Short | 27 | 4.01% | — | Oct 2017 | VOLSX vs ABRSX |
Often Compared With VOLSX
Investors most often compare VOLSX with AQMIX, BIVIX, QAMNX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
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