LSOFX vs. ASILX
Compare and contrast key facts about LS Opportunity Fund - Institutional Class (LSOFX) and AB Select US Long/Short Portfolio (ASILX).
LSOFX is managed by Long Short. It was launched on Sep 28, 2010. ASILX is managed by AllianceBernstein. It was launched on Dec 11, 2012.
Performance
LSOFX vs. ASILX - Performance Comparison
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LSOFX vs. ASILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSOFX LS Opportunity Fund - Institutional Class | -1.72% | 3.85% | 8.28% | 11.00% | -3.12% | 12.42% | 4.35% | 18.31% | -3.57% | 9.59% |
ASILX AB Select US Long/Short Portfolio | -2.41% | 9.77% | 18.46% | 11.06% | -9.94% | 17.81% | 10.23% | 17.17% | -1.61% | 12.61% |
Returns By Period
In the year-to-date period, LSOFX achieves a -1.72% return, which is significantly higher than ASILX's -2.41% return. Over the past 10 years, LSOFX has underperformed ASILX with an annualized return of 6.56%, while ASILX has yielded a comparatively higher 8.41% annualized return.
LSOFX
- 1D
- 0.40%
- 1M
- -2.42%
- YTD
- -1.72%
- 6M
- -1.36%
- 1Y
- 1.34%
- 3Y*
- 6.82%
- 5Y*
- 4.85%
- 10Y*
- 6.56%
ASILX
- 1D
- -0.07%
- 1M
- -2.68%
- YTD
- -2.41%
- 6M
- -1.15%
- 1Y
- 7.77%
- 3Y*
- 11.88%
- 5Y*
- 7.29%
- 10Y*
- 8.41%
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LSOFX vs. ASILX - Expense Ratio Comparison
LSOFX has a 1.95% expense ratio, which is higher than ASILX's 1.55% expense ratio.
Return for Risk
LSOFX vs. ASILX — Risk / Return Rank
LSOFX
ASILX
LSOFX vs. ASILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LS Opportunity Fund - Institutional Class (LSOFX) and AB Select US Long/Short Portfolio (ASILX). 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.
| LSOFX | ASILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 1.23 | -1.04 |
Sortino ratioReturn per unit of downside risk | 0.33 | 1.72 | -1.40 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.25 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 2.01 | -1.82 |
Martin ratioReturn relative to average drawdown | 0.62 | 7.16 | -6.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LSOFX | ASILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 1.23 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.91 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.91 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.91 | -0.28 |
Correlation
The correlation between LSOFX and ASILX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LSOFX vs. ASILX - Dividend Comparison
LSOFX's dividend yield for the trailing twelve months is around 4.89%, less than ASILX's 13.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSOFX LS Opportunity Fund - Institutional Class | 4.89% | 4.81% | 0.98% | 0.00% | 5.27% | 4.35% | 1.28% | 2.35% | 2.71% | 3.91% | 0.00% | 6.74% |
ASILX AB Select US Long/Short Portfolio | 13.48% | 13.15% | 7.18% | 1.41% | 6.51% | 11.92% | 4.28% | 3.54% | 8.71% | 5.03% | 0.00% | 3.35% |
Drawdowns
LSOFX vs. ASILX - Drawdown Comparison
The maximum LSOFX drawdown since its inception was -22.05%, which is greater than ASILX's maximum drawdown of -18.36%. Use the drawdown chart below to compare losses from any high point for LSOFX and ASILX.
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Drawdown Indicators
| LSOFX | ASILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.05% | -18.36% | -3.69% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -3.62% | -3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -13.00% | -12.30% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -22.05% | -18.36% | -3.69% |
Current DrawdownCurrent decline from peak | -4.99% | -3.61% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -3.35% | -2.49% | -0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 1.01% | +1.15% |
Volatility
LSOFX vs. ASILX - Volatility Comparison
LS Opportunity Fund - Institutional Class (LSOFX) has a higher volatility of 2.40% compared to AB Select US Long/Short Portfolio (ASILX) at 1.16%. This indicates that LSOFX's price experiences larger fluctuations and is considered to be riskier than ASILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSOFX | ASILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 1.16% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 5.89% | 4.00% | +1.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.95% | 6.59% | +3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 8.04% | +1.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.24% | 9.30% | +0.94% |