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Alternative Funds

Funds that follow alternative strategies, such as managed futures, long-short equity, and option writing.

Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
Multistrategy
1.310
59
89
Relative Value Arbitrage
1.220
6
6
1
Multistrategy
1.370
Equity Market Neutral
1.220
45
96
Macro Trading
1.210
8
6
Systematic Trend
1.480
56
70
73
Systematic Trend
1.660
18
40
Multistrategy
1.510
18
84
Macro Trading
2.010
50
38
Systematic Trend
1.910
26
57
12
Equity Market Neutral
1.450
10
1
Event Driven
1.520
73
73
53
Systematic Trend
1.790
46
35
Multistrategy
1.790
1
Equity Market Neutral
1.550
66
28
Relative Value Arbitrage
1.200
30
30
Multistrategy
2.230
92
95
100
Multistrategy
0.650
95
Options Trading
2.180
1
1
Multistrategy
1.710
8
Multistrategy
1.270
79
67
55
Systematic Trend
1.470
5
9
1
Systematic Trend
1.640
93
80
43
Systematic Trend
1.540
32
29
Relative Value Arbitrage
1.580
59
39
67
Event Driven
1.630
55
63
93
Options Trading
0.630
66
85
Systematic Trend
1.810
15
2
26
Multistrategy
2.400
56
55
Macro Trading
2.000
30
12
Multistrategy
1.610
48
44
Options Trading
1.190
58
Options Trading
1.990
99
Digital Assets
0.840
Equity Market Neutral
1.340
69
57
Multistrategy
0.560
97
86
Options Trading
0.960
33
40
34
Options Trading
0.990
Multistrategy
1.400
70
48
Macro Trading
2.400
99
100
Options Trading
0.930
45
19
Relative Value Arbitrage
1.040
95
95
47
Event Driven
2.000
3
3
6
Macro Trading
1.750
1
1
Options Trading
1.290
72
53
Multistrategy
2.430
1
1
Options Trading
2.200
19
81
Options Trading
0.950
26
10
Systematic Trend
1.300
49
68
29
Equity Market Neutral
1.720
Multistrategy
1.230
12
16
Systematic Trend
0.730
Event Driven
1.400
9
9
Macro Trading
2.160
81
85
66
Event Driven
1.730
80
89
90
Options Trading
1.330
28
5
Multistrategy
2.020
34
28
Options Trading
1.290
50
Systematic Trend
1.520
59
Multistrategy
1.570
23
19
Event Driven
1.580
28
37
Equity Market Neutral
1.110
26
64
Macro Trading
1.100
14
26
Multistrategy
0.830
85
Macro Trading
1.010
75
79
44
Event Driven
0.770
64
68
58
Options Trading
0.680
25
36
Options Trading
0.940
71
78
52
Options Trading
1.010
75
75
63
Options Trading
0.860
59
54
1
Multistrategy
0.740
53
37
15
Systematic Trend
1.240
43
44
51
Multistrategy
1.820
24
24
Equity Market Neutral
1.500
78
74
Systematic Trend
1.770
80
77
88
Equity Market Neutral
1.390
40
21
Systematic Trend
1.190
1
6
Multistrategy
1.110
46
43
Multistrategy
0.520
40
57
30
Options Trading
1.050
44
Digital Assets
2.640
Options Trading
1.530
43
45
Multistrategy
1.380
80
83
72
Options Trading
1.340
8
22
23

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