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SRDAX vs. GAFYX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SRDAX vs. GAFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Stone Ridge Diversified Alternatives Fund (SRDAX) and AlphaSimplex Global Alternatives Fund (GAFYX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SRDAX achieves a 4.36% return, which is significantly lower than GAFYX's 10.35% return.


SRDAX

1D
0.00%
1M
-0.19%
YTD
4.36%
6M
4.04%
1Y
8.83%
3Y*
7.72%
5Y*
8.17%
10Y*

GAFYX

1D
0.55%
1M
0.87%
YTD
10.35%
6M
9.97%
1Y
16.96%
3Y*
8.81%
5Y*
6.29%
10Y*
4.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SRDAX vs. GAFYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SRDAX
Stone Ridge Diversified Alternatives Fund
4.36%0.37%8.46%19.56%2.03%10.62%1.97%
GAFYX
AlphaSimplex Global Alternatives Fund
10.35%6.68%9.66%3.77%-0.49%1.29%3.53%

Correlation

The correlation between SRDAX and GAFYX is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.21

Correlation (3Y)
Calculated over the trailing 3-year period

-0.14

Correlation (5Y)
Calculated over the trailing 5-year period

-0.10

Correlation (All Time)
Calculated using the full available price history since Oct 16, 2020

-0.08

The correlation between SRDAX and GAFYX shifts across timeframes, from -0.21 (1 year) to -0.08 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SRDAX vs. GAFYX — Risk / Return Rank

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

SRDAX
SRDAX Risk / Return Rank: 8383
Overall Rank
SRDAX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
SRDAX Sortino Ratio Rank: 8888
Sortino Ratio Rank
SRDAX Omega Ratio Rank: 8686
Omega Ratio Rank
SRDAX Calmar Ratio Rank: 7878
Calmar Ratio Rank
SRDAX Martin Ratio Rank: 7373
Martin Ratio Rank

GAFYX
GAFYX Risk / Return Rank: 6868
Overall Rank
GAFYX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
GAFYX Sortino Ratio Rank: 5959
Sortino Ratio Rank
GAFYX Omega Ratio Rank: 6666
Omega Ratio Rank
GAFYX Calmar Ratio Rank: 7575
Calmar Ratio Rank
GAFYX Martin Ratio Rank: 7878
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.

SRDAX vs. GAFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Stone Ridge Diversified Alternatives Fund (SRDAX) and AlphaSimplex Global Alternatives Fund (GAFYX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SRDAXGAFYXDifference
Sharpe ratioReturn per unit of total volatility

+0.65

Sortino ratioReturn per unit of downside risk

+0.98

Omega ratioGain probability vs. loss probability

1.54

1.41

+0.13

Calmar ratioReturn relative to maximum drawdown

3.35

3.24

+0.11

Martin ratioReturn relative to average drawdown

12.97

13.63

-0.66

SRDAX vs. GAFYX - Sharpe Ratio Comparison

The current SRDAX Sharpe Ratio is 2.74, which is higher than the GAFYX Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of SRDAX and GAFYX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SRDAX vs. GAFYX - Drawdown Comparison

The maximum SRDAX drawdown since its inception was -11.90%, smaller than the maximum GAFYX drawdown of -19.49%. Use the drawdown chart below to compare losses from any high point for SRDAX and GAFYX.


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Drawdown Indicators


SRDAXGAFYXDifference

Max Drawdown

Largest peak-to-trough decline

-11.90%

-19.49%

+7.59%

Max Drawdown (1Y)

Largest decline over 1 year

-2.67%

-5.19%

+2.52%

Max Drawdown (3Y)

Largest decline over 3 years

-6.15%

-9.74%

+3.59%

Max Drawdown (5Y)

Largest decline over 5 years

-11.90%

-9.74%

-2.16%

Max Drawdown (10Y)

Largest decline over 10 years

-13.26%

Current Drawdown

Current decline from peak

-0.77%

-0.70%

-0.07%

Average Drawdown

Average peak-to-trough decline

-2.32%

-4.62%

+2.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.69%

1.23%

-0.54%

Volatility

SRDAX vs. GAFYX - Volatility Comparison

The current volatility for Stone Ridge Diversified Alternatives Fund (SRDAX) is 0.72%, while AlphaSimplex Global Alternatives Fund (GAFYX) has a volatility of 3.44%. This indicates that SRDAX experiences smaller price fluctuations and is considered to be less risky than GAFYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SRDAXGAFYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.72%

3.44%

-2.72%

Volatility (6M)

Calculated over the trailing 6-month period

2.43%

7.04%

-4.61%

Volatility (1Y)

Calculated over the trailing 1-year period

3.28%

8.05%

-4.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.98%

7.28%

-0.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.76%

6.82%

-0.06%

SRDAX vs. GAFYX - Expense Ratio Comparison

SRDAX has a 1.27% expense ratio, which is higher than GAFYX's 1.24% expense ratio.


Dividends

SRDAX vs. GAFYX - Dividend Comparison

SRDAX's dividend yield for the trailing twelve months is around 8.18%, while GAFYX has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
SRDAX
Stone Ridge Diversified Alternatives Fund
8.18%8.53%8.16%14.97%3.22%8.99%3.07%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SRDAX and GAFYX have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GAFYX has higher volatility (3.44%) compared to SRDAX (0.72%). In terms of maximum drawdown, SRDAX dropped -11.90% vs GAFYX's -19.49%.

SRDAX currently has the higher Sharpe Ratio (2.74 vs 2.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SRDAX and GAFYX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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