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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
1.320%
85%
87%
Multistrategy
1.310%
13%
78%
Relative Value Arbitrage
1.220%
6%
6%
1%
Multistrategy
1.370%
Equity Market Neutral
1.220%
6%
96%
Macro Trading
1.210%
15%
7%
Systematic Trend
1.480%
57%
68%
71%
Systematic Trend
1.660%
15%
57%
Multistrategy
1.510%
4%
76%
Macro Trading
2.010%
51%
46%
Systematic Trend
1.910%
18%
66%
1%
Equity Market Neutral
1.450%
14%
8%
1%
Event Driven
1.520%
65%
73%
48%
Multistrategy
1.820%
35%
33%
1%
Systematic Trend
1.790%
63%
41%
Multistrategy
1.790%
1%
Equity Market Neutral
1.550%
100%
70%
Relative Value Arbitrage
1.200%
30%
30%
Multistrategy
2.230%
95%
97%
100%
Multistrategy
0.650%
76%
Options Trading
2.180%
1%
1%
Multistrategy
1.710%
10%
Multistrategy
1.270%
74%
77%
44%
Systematic Trend
1.470%
5%
3%
4%
Systematic Trend
1.620%
93%
82%
42%
Systematic Trend
1.540%
33%
27%
Relative Value Arbitrage
1.590%
68%
56%
67%
Event Driven
1.560%
53%
67%
81%
Options Trading
0.630%
58%
88%
Systematic Trend
1.780%
10%
24%
25%
Multistrategy
2.400%
59%
53%
Macro Trading
1.890%
34%
13%
Multistrategy
1.610%
39%
35%
Macro Trading
1.150%
67%
55%
4%
Options Trading
1.190%
46%
20%
Options Trading
1.990%
91%
Digital Assets
1.100%
Event Driven
1.260%
32%
29%
8%
Equity Market Neutral
1.340%
58%
55%
12%
Multistrategy
0.970%
40%
6%
Macro Trading
1.070%
26%
31%
8%
Multistrategy
0.560%
97%
91%
80%
Multistrategy
2.770%
70%
71%
Options Trading
0.950%
25%
45%
34%
Options Trading
0.990%
Multistrategy
1.520%
65%
47%
Options Trading
0.930%
47%
21%
Relative Value Arbitrage
1.040%
95%
95%
47%
Event Driven
1.990%
3%
3%
5%
Macro Trading
1.750%
1%
1%
Options Trading
1.310%
85%
65%
Macro Trading
2.440%
74%
73%
Multistrategy
1.930%
1%
1%
Macro Trading
2.250%
8%
7%
Options Trading
2.060%
7%
71%
Options Trading
0.950%
35%
15%
Multistrategy
0.960%
75%
98%
Systematic Trend
1.300%
55%
70%
31%
Multistrategy
1.230%
21%
10%
Systematic Trend
0.730%
Event Driven
1.400%
9%
9%
Macro Trading
2.160%
86%
85%
63%
Event Driven
1.730%
91%
96%
85%
Options Trading
1.330%
16%
9%
Multistrategy
2.020%
45%
31%
Options Trading
1.290%
41%
Systematic Trend
1.520%
52%
Multistrategy
1.570%
14%
7%
Event Driven
1.520%
28%
35%
Multistrategy
2.110%
51%
16%
19%
Equity Market Neutral
1.100%
16%
49%
Macro Trading
1.080%
19%
21%
Multistrategy
0.830%
74%
Macro Trading
1.010%
45%
63%
31%
Event Driven
0.770%
57%
69%
53%
Event Driven
1.040%
45%
71%
17%
Options Trading
0.680%
18%
29%
Options Trading
0.940%
70%
72%
49%
Options Trading
1.010%
59%
64%
60%
Options Trading
0.860%
56%
40%
1%
Multistrategy
0.740%
55%
34%
8%
Systematic Trend
1.240%
38%
35%
55%
Multistrategy
1.820%
34%
27%
Equity Market Neutral
1.500%
52%
77%
Macro Trading
1.460%
24%
25%
Systematic Trend
1.770%
75%
77%
87%
Equity Market Neutral
1.390%
60%
40%
Multistrategy
1.550%
22%
36%
55%
Systematic Trend
1.190%
1%
1%
Multistrategy
1.110%
52%
44%
Multistrategy
0.520%
42%
58%
28%
Options Trading
1.050%
47%
55%
Digital Assets
2.640%
Options Trading
1.530%
76%
76%
Multistrategy
1.380%
82%
85%
73%
Macro Trading
1.220%
90%
92%
42%
Options Trading
1.250%
7%
7%
23%
Multistrategy
1.660%
45%
37%
51%
Options Trading
0.350%

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