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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 %
Options Trading
0.600
Options Trading
0.600
Options Trading
0.350
11
1
Options Trading
0.350
Macro Trading
0.950
Equity Market Neutral
0.950
38
28
58
Multistrategy
2.480
33
Macro Trading
2.080
36
32
35
Options Trading
1.700
44
44
Options Trading
2.220
96
90
Multistrategy
2.230
10
10
Relative Value Arbitrage
2.310
25
Multistrategy
2.130
20
Systematic Trend
2.320
12
5
Systematic Trend
2.180
6
9
14
Systematic Trend
1.800
18
41
Systematic Trend
2.990
91
77
Options Trading
1.050
50
43
38
Macro Trading
1.070
30
43
12
Event Driven
1.520
29
22
18
Multistrategy
2.130
38
Multistrategy
1.200
Multistrategy
1.290
53
Options Trading
1.380
Multistrategy
2.040
60
49
Options Trading
0.560
26
Event Driven
1.510
3
Equity Market Neutral
1.360
91
72
Macro Trading
3.450
4
5
Equity Market Neutral
1.590
5
33
Multistrategy
1.740
44
61
28
Equity Market Neutral
0.890
73
65
64
Systematic Trend
1.400
8
11
Options Trading
0.470
42
Multistrategy
1.330
31
21
Options Trading
2.000
56
Multistrategy
2.230
47
45
Equity Market Neutral
1.110
87
75
Options Trading
2.040
60
Macro Trading
2.080
76
Event Driven
1.990
66
62
Options Trading
1.440
48
49
Macro Trading
1.280
Multistrategy
2.070
Options Trading
0.500
46
39
Systematic Trend
0.000
1
1
Options Trading
2.000
99
88
Options Trading
1.700
89
84
Options Trading
1.290
78
68
Options Trading
1.050
Options Trading
1.580
28
9
Multistrategy
2.330
Multistrategy
1.140
25
Multistrategy
2.160
Multistrategy
2.110
Multistrategy
2.120
Macro Trading
1.130
66
69
56
Equity Market Neutral
2.010
58
Multistrategy
0.340
94
96
Equity Market Neutral
0.140
92
93
68
Equity Market Neutral
0.400
41
27
Systematic Trend
1.340
Event Driven
1.000
32
38
Multistrategy
1.250
22
46
Event Driven
1.660
1
Event Driven
1.630
12
17
Event Driven
1.450
11
10
32
Multistrategy
1.640
12
16
Multistrategy
0.620
Options Trading
1.570
75
96
100
Relative Value Arbitrage
0.840
23
14
Macro Trading
1.120
88
90
Options Trading
1.170
72

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