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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
1.480
80
78
Multistrategy
1.330
98
Relative Value Arbitrage
1.280
1
2
1
Multistrategy
1.440
Equity Market Neutral
1.230
99
95
Macro Trading
1.230
50
72
Systematic Trend
1.510
77
90
48
Systematic Trend
1.670
81
98
Multistrategy
1.530
100
98
Macro Trading
1.930
39
23
Systematic Trend
1.490
66
75
Systematic Trend
1.870
59
19
Systematic Trend
1.960
96
96
55
Equity Market Neutral
1.460
71
68
Event Driven
1.500
62
59
Multistrategy
1.770
43
19
28
Systematic Trend
1.790
11
20
Multistrategy
1.790
Macro Trading
0.810
Relative Value Arbitrage
1.220
20
Multistrategy
1.650
91
97
100
Options Trading
1.990
1
Multistrategy
2.070
Multistrategy
1.260
86
65
69
Systematic Trend
1.460
20
40
1
Systematic Trend
1.690
88
83
Systematic Trend
1.540
3
3
Relative Value Arbitrage
1.580
15
7
Relative Value Arbitrage
2.520
77
98
Event Driven
1.550
41
40
52
Options Trading
0.680
57
76
Systematic Trend
1.720
55
60
71
Multistrategy
1.040
49
32
Macro Trading
1.930
7
9
Multistrategy
1.630
46
70
Options Trading
1.990
Event Driven
1.330
11
10
Equity Market Neutral
1.580
60
39
Multistrategy
0.560
92
Options Trading
0.950
66
64
81
Options Trading
0.970
16
Multistrategy
1.170
80
67
Macro Trading
1.410
64
Options Trading
0.970
37
24
Relative Value Arbitrage
1.080
40
20
10
Event Driven
2.030
1
1
3
Macro Trading
1.750
24
46
Options Trading
1.240
35
15
Macro Trading
2.430
39
35
Multistrategy
3.000
3
24
Options Trading
2.550
97
98
Systematic Trend
1.300
47
63
Multistrategy
1.570
27
Systematic Trend
0.650
Event Driven
1.630
2
3
Macro Trading
1.790
64
74
80
Event Driven
1.790
76
79
53
Macro Trading
1.400
Systematic Trend
1.400
Multistrategy
1.500
74
Macro Trading
1.060
23
34
Multistrategy
0.870
Macro Trading
1.010
87
86
Event Driven
0.730
49
48
36
Options Trading
0.950
25
11
Options Trading
0.940
66
55
85
Options Trading
1.030
70
47
Options Trading
0.880
48
37
26
Multistrategy
0.720
35
20
24
Multistrategy
1.010
96
Systematic Trend
1.230
38
17
Multistrategy
1.810
54
72
Equity Market Neutral
1.350
80
Equity Market Neutral
1.500
97
88
Systematic Trend
1.810
57
67
61
Equity Market Neutral
1.400
44
19
Systematic Trend
1.300
15
34
Multistrategy
1.150
82
Multistrategy
0.670
62
38
Options Trading
1.040
59
Options Trading
1.670
81
Multistrategy
2.060
13
20
Options Trading
0.160
Multistrategy
1.380
78
85
79
Macro Trading
1.190
89
92
Options Trading
1.330
77
74
70

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