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GAFYX vs. VNSYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GAFYX vs. VNSYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AlphaSimplex Global Alternatives Fund (GAFYX) and Natixis Vaughan Nelson Select Fund (VNSYX). The values are adjusted to include any dividend payments, if applicable.

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GAFYX vs. VNSYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GAFYX
AlphaSimplex Global Alternatives Fund
1.74%6.68%9.66%3.77%-0.49%1.29%-2.12%10.49%-6.21%11.12%
VNSYX
Natixis Vaughan Nelson Select Fund
-5.26%13.11%10.69%22.23%-16.65%39.78%18.57%27.85%-4.74%23.83%

Returns By Period

In the year-to-date period, GAFYX achieves a 1.74% return, which is significantly higher than VNSYX's -5.26% return. Over the past 10 years, GAFYX has underperformed VNSYX with an annualized return of 3.91%, while VNSYX has yielded a comparatively higher 12.45% annualized return.


GAFYX

1D
1.56%
1M
-3.39%
YTD
1.74%
6M
2.63%
1Y
8.33%
3Y*
6.80%
5Y*
4.67%
10Y*
3.91%

VNSYX

1D
3.40%
1M
-5.80%
YTD
-5.26%
6M
-5.37%
1Y
13.22%
3Y*
9.89%
5Y*
8.85%
10Y*
12.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GAFYX vs. VNSYX - Expense Ratio Comparison

GAFYX has a 1.24% expense ratio, which is higher than VNSYX's 0.85% expense ratio.


Return for Risk

GAFYX vs. VNSYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GAFYX
GAFYX Risk / Return Rank: 4848
Overall Rank
GAFYX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
GAFYX Sortino Ratio Rank: 4444
Sortino Ratio Rank
GAFYX Omega Ratio Rank: 4848
Omega Ratio Rank
GAFYX Calmar Ratio Rank: 4848
Calmar Ratio Rank
GAFYX Martin Ratio Rank: 5252
Martin Ratio Rank

VNSYX
VNSYX Risk / Return Rank: 2222
Overall Rank
VNSYX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
VNSYX Sortino Ratio Rank: 3636
Sortino Ratio Rank
VNSYX Omega Ratio Rank: 3333
Omega Ratio Rank
VNSYX Calmar Ratio Rank: 55
Calmar Ratio Rank
VNSYX Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GAFYX vs. VNSYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AlphaSimplex Global Alternatives Fund (GAFYX) and Natixis Vaughan Nelson Select Fund (VNSYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


GAFYXVNSYXDifference

Sharpe ratio

Return per unit of total volatility

1.03

0.80

+0.23

Sortino ratio

Return per unit of downside risk

1.39

1.30

+0.09

Omega ratio

Gain probability vs. loss probability

1.21

1.18

+0.03

Calmar ratio

Return relative to maximum drawdown

1.28

0.02

+1.26

Martin ratio

Return relative to average drawdown

5.42

0.06

+5.37

GAFYX vs. VNSYX - Sharpe Ratio Comparison

The current GAFYX Sharpe Ratio is 1.03, which is comparable to the VNSYX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of GAFYX and VNSYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GAFYXVNSYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

0.80

+0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.52

+0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.70

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.79

-0.30

Correlation

The correlation between GAFYX and VNSYX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

GAFYX vs. VNSYX - Dividend Comparison

GAFYX has not paid dividends to shareholders, while VNSYX's dividend yield for the trailing twelve months is around 9.85%.


TTM20252024202320222021202020192018201720162015
GAFYX
AlphaSimplex Global Alternatives Fund
0.00%0.00%0.00%5.24%9.57%0.00%2.57%1.16%1.37%0.74%0.00%3.53%
VNSYX
Natixis Vaughan Nelson Select Fund
9.85%9.33%0.00%0.14%1.18%36.73%7.14%8.46%10.64%8.55%1.89%2.26%

Drawdowns

GAFYX vs. VNSYX - Drawdown Comparison

The maximum GAFYX drawdown since its inception was -19.49%, smaller than the maximum VNSYX drawdown of -33.15%. Use the drawdown chart below to compare losses from any high point for GAFYX and VNSYX.


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Drawdown Indicators


GAFYXVNSYXDifference

Max Drawdown

Largest peak-to-trough decline

-19.49%

-33.15%

+13.66%

Max Drawdown (1Y)

Largest decline over 1 year

-6.74%

-11.85%

+5.11%

Max Drawdown (5Y)

Largest decline over 5 years

-9.74%

-23.91%

+14.17%

Max Drawdown (10Y)

Largest decline over 10 years

-13.26%

-33.15%

+19.89%

Current Drawdown

Current decline from peak

-3.70%

-8.86%

+5.16%

Average Drawdown

Average peak-to-trough decline

-4.67%

-4.19%

-0.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.59%

6.80%

-5.21%

Volatility

GAFYX vs. VNSYX - Volatility Comparison

The current volatility for AlphaSimplex Global Alternatives Fund (GAFYX) is 3.45%, while Natixis Vaughan Nelson Select Fund (VNSYX) has a volatility of 5.62%. This indicates that GAFYX experiences smaller price fluctuations and is considered to be less risky than VNSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GAFYXVNSYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.45%

5.62%

-2.17%

Volatility (6M)

Calculated over the trailing 6-month period

6.08%

11.01%

-4.93%

Volatility (1Y)

Calculated over the trailing 1-year period

8.46%

21.14%

-12.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.09%

17.74%

-10.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.68%

18.06%

-11.38%