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Best Others funds

Ranking of the top 20 Others funds (Alternative) by composite score (risk-adjusted return). Updated 04/06/2026.

This page ranks 20 Others funds, a subcategory of Alternative, ordered by a composite score that rewards risk-adjusted return and curve stability while penalizing drawdowns. Use it to compare options within the same investment style before exploring each fund's history in the interactive view.

See interactive version →

ℹ️ Methodology: period and indicators

All indicators are computed over the last 1.0 years (365 trading days), with daily data. The risk-free rate used is 2.0%.

Score formula (risk-adjusted return):

0.25·R² + 0.15·Sortino* + 0.2·DD* + 0.2·CAGR_excess* + 0.1·Volatility_inv* + 0.1·Ulcer_inv*

* Components normalized to the analyzed set of funds (best in set = 1, worst = 0). The drawdown term is 1 − (MaxDD / 25.0%)3, clamped to [0,1]. Volatility and Ulcer are inverted (less = better).

A higher score means better relative behavior within the analyzed set, not an investment recommendation.

🏆 Ranking

#ISINNameScoreTotal Ret.Annual Ret.VolatilitySharpeSortinoMax DrawdownCalmar
1FR0000978371AXA IM Euro Liquidity SRI0.7291.0002.11%2.14%0.08%1.824.050.00%0.00
2FR0000989626Groupama Trésorerie IC0.7261.0002.12%2.14%0.08%1.833.620.00%563.00
3FR0000447823AXA Trésor Court Terme C0.7261.0002.11%2.14%0.08%1.663.600.00%0.00
4FR0010738229Ofi Invest ISR Monétaire CT E0.7201.0002.09%2.11%0.08%1.352.520.01%391.60
5FR0000288946AXA Court Terme AC0.7161.0002.05%2.07%0.08%0.951.930.00%0.00
6LU1112771503Helium Fund - Helium Selection B-EUR0.7130.9617.34%7.59%1.77%3.163.161.21%6.29
7ES0128520006Renta 4 Renta Fija 6 Meses FI0.7090.9982.13%2.08%0.12%0.690.780.03%73.13
8LU0428380397Man AHL Trend Alternative DNY USD Acc0.7080.94748.05%50.98%16.70%2.932.685.83%8.74
9IE0003323494Fidelity ILF - EUR A Acc0.7071.0002.02%2.01%0.08%0.190.380.00%0.00
10IE00BTFQZL13CQS Global Convertible A EUR Acc0.7000.91819.95%20.39%6.12%3.003.164.56%4.47
11LU0424370004Man AHL Trend Alternative DNY H EUR Acc0.6980.93846.78%49.63%17.28%2.762.737.37%6.74
12IE00B5V4MS78GAM Star Fund plc - GAM Star Emerging Market Rates Class USD Accumulation0.6970.9317.21%7.40%2.90%1.861.791.17%6.33
13LU0458986105BANTLEON GLB CON IN GRD PT EUR0.6960.93218.55%18.80%7.05%2.382.515.42%3.47
14LU1293073232Schroder GAIA BlueTrend A Accumulation USD0.6940.93537.79%38.32%14.08%2.582.446.97%5.50
15LU2646068457IMGP DBI MANA FUT C EUR HP ACC0.6930.94526.15%26.74%12.37%2.001.876.23%4.29
16IE00BWVFLK42MontLake DUNN WMA Institutional UCITS Fund EUR Retail Class Pooled Shares0.6910.93016.29%17.73%8.03%1.961.964.11%4.31
17LU0727122425Franklin Global Convertible Securities Fund A(acc)USD0.6830.89323.12%23.12%10.57%2.001.884.66%4.96
18LU0727122854FRANKLIN GB CONV SEC A ACC EUR0.6820.89223.32%23.32%10.60%2.011.904.59%5.08
19LU0370038167ALTERNATIVE BETA P ACC EUR0.6800.89713.72%13.84%7.69%1.541.403.64%3.80
20ES0138233038GVC GAESCO RETORNO ABSOLUTO FI0.6790.87613.50%9.13%4.86%1.471.854.08%2.24

📊 Compared evolution (base 100)

❓ Frequently asked questions

How is the fund ranking calculated?

Each fund gets a composite score from 0 to 1 that combines risk-adjusted return (excess CAGR and Sortino), curve stability (R² and inverted volatility) and drawdown control (a non-linear penalty plus the Ulcer Index). Funds are then ordered by that score.

What does the score mean for Others funds?

A higher score means better relative behavior within the analyzed set: more stable growth and smaller drawdowns for the return achieved. It is a comparison tool, not an investment recommendation.

How often is the data updated?

The ranking is recomputed from daily NAV data each time the site is regenerated. This page was last updated on 04/06/2026.

Is this investment advice?

No. All content is educational and based on historical data. Past performance does not guarantee future results. Consult a licensed advisor before investing.