Equinox Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return15.57-2.25-4.861.770.89
    Category Average9.22-1.13-3.732.37-3.00
    Assets for Each Yr*1.151.811.691.181.10
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.89 -4.00 1.18

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,101 mil $2,500 12.60 87.40
    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
    04-20-18

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Equinox MutualHedge Richard E. Bornhoft 7.10
    Equinox EquityHedge Ajay Dravid 4.60
    Equinox BH-DG Strate Ajay Dravid 4.30
    Equinox Chesapeake S Ajay Dravid 3.00
    Equinox IPM Systemat Ajay Dravid 2.80

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Equinox Aspect Core Ajay Dravid 2.60
    Equinox Campbell Str Ajay Dravid 2.70
    Equinox IPM Systemat Ajay Dravid 2.80
    Equinox Chesapeake S Ajay Dravid 3.00
    Equinox BH-DG Strate Ajay Dravid 4.30