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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
91
Relative Value Arbitrage
1.220
6
8
1
Multistrategy
1.370
Equity Market Neutral
1.220
77
96
Macro Trading
1.210
55
44
Systematic Trend
1.480
74
86
60
Systematic Trend
1.660
46
84
Multistrategy
1.510
86
90
Macro Trading
2.010
50
32
Systematic Trend
1.910
28
39
Systematic Trend
1.970
99
99
97
Equity Market Neutral
1.450
31
19
Event Driven
1.520
82
79
Systematic Trend
1.790
37
40
Multistrategy
1.790
1
Equity Market Neutral
1.560
55
32
Relative Value Arbitrage
1.210
65
Multistrategy
2.120
96
98
100
Multistrategy
0.650
97
Options Trading
2.070
1
2
Multistrategy
1.670
Multistrategy
1.270
83
79
57
Systematic Trend
1.470
9
15
7
Systematic Trend
1.640
81
60
22
Systematic Trend
1.540
33
22
Relative Value Arbitrage
1.580
39
47
Event Driven
1.630
73
69
97
Options Trading
0.630
41
86
Systematic Trend
1.810
26
20
49
Multistrategy
1.680
31
23
Macro Trading
2.000
28
13
Multistrategy
1.610
7
18
Options Trading
1.190
38
Options Trading
1.990
100
Event Driven
1.320
50
28
10
Equity Market Neutral
1.340
63
42
Multistrategy
0.560
89
88
Options Trading
0.960
67
70
62
Multistrategy
1.400
68
46
Macro Trading
1.780
35
51
Options Trading
0.930
36
22
Relative Value Arbitrage
1.040
95
72
78
Event Driven
2.000
3
3
6
Macro Trading
1.750
1
3
Options Trading
1.290
50
30
Multistrategy
2.430
1
3
Options Trading
2.200
94
98
Options Trading
0.950
19
8
Systematic Trend
1.300
54
63
Multistrategy
1.280
16
18
Systematic Trend
0.740
Event Driven
1.400
9
9
Macro Trading
2.160
40
48
39
Event Driven
1.730
96
96
85
Systematic Trend
2.070
76
58
79
Options Trading
1.330
58
44
Multistrategy
1.820
25
9
Multistrategy
2.020
8
Options Trading
1.290
Systematic Trend
1.520
57
Multistrategy
1.570
33
Event Driven
1.580
48
45
Equity Market Neutral
1.110
57
55
Macro Trading
1.100
21
25
Multistrategy
0.850
Macro Trading
1.010
92
89
52
Event Driven
0.770
68
73
48
Options Trading
0.680
8
10
Options Trading
0.940
64
72
45
Options Trading
1.010
40
50
Options Trading
0.860
13
24
1
Multistrategy
0.740
35
19
13
Systematic Trend
1.240
31
32
31
Multistrategy
1.820
41
62
Equity Market Neutral
1.500
70
73
Systematic Trend
1.770
61
48
68
Equity Market Neutral
1.390
18
6
Systematic Trend
1.290
5
17
Multistrategy
1.110
80
Multistrategy
0.500
10
14
8
Options Trading
1.050
53
Options Trading
1.530
69
54
Multistrategy
1.380
81
85
75
Macro Trading
1.190
96
94
Options Trading
1.340
58
62
39

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