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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
1.300%
70%
85%
Multistrategy
1.330%
24%
81%
Relative Value Arbitrage
1.250%
6%
6%
1%
Multistrategy
1.370%
Equity Market Neutral
1.230%
3%
88%
Macro Trading
1.230%
17%
13%
Systematic Trend
1.510%
40%
70%
73%
Systematic Trend
1.670%
25%
51%
Multistrategy
1.520%
5%
84%
Macro Trading
1.770%
58%
54%
Systematic Trend
1.940%
1%
50%
12%
Equity Market Neutral
1.450%
35%
20%
1%
Event Driven
1.580%
65%
69%
48%
Multistrategy
1.840%
23%
16%
1%
Systematic Trend
1.790%
56%
33%
Multistrategy
1.790%
4%
Equity Market Neutral
1.550%
87%
85%
Relative Value Arbitrage
1.200%
65%
30%
Multistrategy
2.230%
100%
98%
100%
Multistrategy
0.650%
59%
Options Trading
2.180%
89%
1%
Multistrategy
1.710%
13%
Systematic Trend
1.620%
48%
81%
40%
Systematic Trend
1.490%
43%
25%
Relative Value Arbitrage
1.020%
42%
56%
80%
Event Driven
1.560%
73%
70%
74%
Systematic Trend
1.780%
20%
12%
43%
Multistrategy
2.400%
46%
52%
Macro Trading
1.890%
81%
25%
Macro Trading
1.150%
32%
39%
20%
Options Trading
1.190%
27%
15%
Options Trading
1.990%
92%
Digital Assets
1.100%
Event Driven
1.260%
44%
28%
8%
Equity Market Neutral
1.340%
57%
34%
13%
Multistrategy
0.940%
76%
14%
Macro Trading
1.070%
51%
48%
31%
Multistrategy
0.560%
78%
89%
75%
Multistrategy
2.770%
39%
73%
Options Trading
0.950%
57%
64%
34%
Options Trading
0.990%
Options Trading
0.920%
51%
47%
Relative Value Arbitrage
1.030%
90%
95%
47%
Event Driven
1.990%
3%
3%
5%
Macro Trading
1.750%
10%
1%
1%
Options Trading
1.310%
87%
70%
Macro Trading
2.440%
84%
92%
Multistrategy
1.930%
1%
1%
Macro Trading
2.250%
2%
8%
Options Trading
2.060%
74%
83%
Options Trading
0.950%
24%
17%
Multistrategy
0.960%
86%
98%
Options Trading
1.150%
Systematic Trend
1.340%
24%
59%
29%
Multistrategy
0.910%
48%
5%
6%
Multistrategy
1.230%
10%
8%
Systematic Trend
0.730%
Event Driven
1.410%
14%
9%
Macro Trading
1.860%
49%
68%
78%
Event Driven
1.790%
93%
91%
85%
Options Trading
1.330%
46%
17%
Multistrategy
2.030%
18%
40%
Options Trading
1.190%
33%
Systematic Trend
1.540%
74%
Multistrategy
1.630%
25%
6%
Macro Trading
0.820%
Event Driven
1.520%
42%
31%
Multistrategy
1.900%
17%
3%
9%
Equity Market Neutral
1.100%
18%
61%
Macro Trading
1.080%
68%
32%
Multistrategy
0.830%
86%
Macro Trading
1.010%
91%
83%
55%
Event Driven
0.790%
53%
66%
53%
Event Driven
1.020%
15%
63%
17%
Options Trading
0.680%
8%
8%
Options Trading
0.940%
64%
69%
45%
Options Trading
1.080%
6%
60%
60%
Options Trading
0.850%
11%
43%
1%
Multistrategy
0.720%
34%
17%
2%
Systematic Trend
1.170%
46%
43%
51%
Multistrategy
1.800%
57%
38%
Equity Market Neutral
1.500%
47%
77%
Macro Trading
1.460%
62%
27%
Systematic Trend
1.780%
69%
79%
82%
Equity Market Neutral
1.390%
79%
31%
Multistrategy
1.530%
80%
21%
50%
Systematic Trend
1.190%
7%
1%
Multistrategy
1.200%
62%
48%
Multistrategy
0.520%
22%
65%
32%
Options Trading
1.120%
45%
45%
Digital Assets
2.500%
Options Trading
1.530%
88%
82%
Multistrategy
1.360%
95%
85%
76%
Macro Trading
1.220%
92%
94%
69%
Options Trading
1.250%
49%
31%
23%
Multistrategy
1.660%
48%
35%
45%
Options Trading
0.350%
Options Trading
0.350%
Options Trading
0.330%
32%
3%
Options Trading
0.350%
63%

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