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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 %
Equity Market Neutral
1.820
50
61
Multistrategy
1.330
97
Relative Value Arbitrage
1.280
6
8
1
Multistrategy
1.440
Equity Market Neutral
1.230
96
96
Macro Trading
1.230
86
73
Systematic Trend
1.510
88
92
48
Systematic Trend
1.670
93
98
Multistrategy
1.530
100
94
Macro Trading
1.930
54
23
Systematic Trend
1.490
55
74
Systematic Trend
1.870
65
39
Systematic Trend
1.960
99
95
96
Equity Market Neutral
1.460
49
43
Event Driven
1.500
87
88
Systematic Trend
1.790
23
17
Multistrategy
1.790
4
Relative Value Arbitrage
1.210
65
Multistrategy
1.710
89
98
100
Options Trading
2.070
1
5
Multistrategy
1.670
Multistrategy
1.260
84
61
47
Systematic Trend
1.460
15
18
1
Systematic Trend
1.640
75
69
Systematic Trend
1.540
8
11
Relative Value Arbitrage
1.580
21
25
Event Driven
1.630
69
69
97
Options Trading
0.670
40
80
Systematic Trend
1.720
72
81
71
Multistrategy
1.680
38
22
Macro Trading
2.000
7
7
Multistrategy
1.630
39
48
Options Trading
1.200
23
Options Trading
1.990
100
Equity Market Neutral
1.340
33
27
Multistrategy
0.560
83
83
Options Trading
0.950
49
58
34
Multistrategy
1.400
82
72
Macro Trading
1.780
48
48
Options Trading
0.970
23
19
Relative Value Arbitrage
1.080
95
72
78
Event Driven
2.030
3
3
16
Macro Trading
1.750
11
46
Options Trading
1.240
33
13
Macro Trading
2.430
63
83
Multistrategy
1.770
1
1
Options Trading
2.550
92
98
Systematic Trend
1.300
45
61
Multistrategy
1.500
28
Systematic Trend
0.740
Event Driven
1.500
9
9
Macro Trading
1.790
42
39
35
Event Driven
1.790
99
90
74
Systematic Trend
2.080
32
27
35
Options Trading
1.340
31
37
Multistrategy
2.230
13
6
Multistrategy
2.130
11
Options Trading
1.300
Multistrategy
1.400
Systematic Trend
1.400
Multistrategy
1.500
51
Equity Market Neutral
1.110
44
45
Macro Trading
1.060
33
28
Multistrategy
0.850
Macro Trading
1.010
92
92
Event Driven
0.730
76
79
70
Options Trading
0.680
16
11
Options Trading
0.940
65
61
62
Options Trading
1.030
65
44
Options Trading
0.880
41
35
1
Multistrategy
0.720
42
15
10
Systematic Trend
1.230
36
31
Multistrategy
1.810
31
56
Equity Market Neutral
1.500
73
60
Systematic Trend
1.810
59
46
74
Equity Market Neutral
1.400
5
1
Systematic Trend
1.290
11
22
Multistrategy
1.150
76
Multistrategy
0.500
23
13
Options Trading
1.040
57
Options Trading
1.740
72
50
Options Trading
0.160
Multistrategy
1.380
77
81
68

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