Equinox Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return14.95-2.02-4.851.754.88
    Category Average9.22-1.13-3.732.383.90
    Assets for Each Yr*1.201.871.731.181.07
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 4.88 -2.03 1.81

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,069 mil $2,500 14.14 85.86
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-22-18

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    02-22-18

    Fund Name 5-Yr Rank Analyst Report  
    Equinox Chesapeake Strategy 1 --
    Equinox MutualHedge Futures 38 --

    Worst 5-Year Relative Performance | More
    02-22-18

    Fund Name 5-Yr Rank Analyst Report  
    Equinox MutualHedge Futures 38 --
    Equinox Chesapeake Strategy 1 --

    Lowest Expenses | More
    02-22-18

    Highest Expenses | More
    02-22-18

    Longest Manager Tenure | More
    02-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Equinox MutualHedge Richard E. Bornhoft 6.90
    Equinox Crabel Strat Ajay Dravid 5.00
    Equinox EquityHedge Ajay Dravid 4.50
    Equinox BH-DG Strate Ajay Dravid 4.10
    Equinox Systematica Ajay Dravid 3.70

    Shortest Manager Tenure | More
    02-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Equinox Aspect Core Ajay Dravid 2.50
    Equinox Campbell Str Ajay Dravid 2.50
    Equinox IPM Systemat Ajay Dravid 2.60
    Equinox Chesapeake S Ajay Dravid 2.90
    Equinox Systematica Ajay Dravid 3.70