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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 %
Multialternative
1.440
64
52
Long-Short Equity
1.390
28
Long-Short Equity
1.390
55
52
Managed Futures
1.740
68
12
Managed Futures
1.940
73
46
Long-Short Equity
1.610
13
12
Volatility
1.750
Long-Short Equity
2.000
2
3
Volatility
2.500
Multialternative
1.250
90
77
Long-Short Equity
1.680
26
38
Long-Short Equity
0.780
49
Long-Short Equity
1.470
53
51
Multialternative
1.330
97
Market Neutral
1.290
4
2
10
Multialternative
1.520
Market Neutral
1.230
97
89
Multialternative
1.230
22
63
Long-Short Equity
1.280
99
86
Managed Futures
1.510
67
89
36
Managed Futures
1.670
80
99
Multialternative
2.040
100
100
Multialternative
1.550
99
98
Multialternative
0.800
95
95
Options-based
0.680
Multialternative
2.080
15
13
Long-Short Equity
0.990
11
5
Managed Futures
1.450
54
48
Managed Futures
1.850
88
77
Managed Futures
1.910
86
75
47
Long-Short Equity
1.640
41
29
29
Managed Futures
1.790
12
22
Managed Futures
1.790
Multialternative
0.790
28
27
55
Long-Short Equity
1.790
21
Market Neutral
1.420
16
Multialternative
1.650
81
94
100
Trading--Inverse Debt
1.780
Long-Short Equity
1.410
3
2
10
Managed Futures
0.210
Options-based
0.770
99
94
Options-based
1.990
1
Multialternative
1.340
66
75
55
Managed Futures
1.450
28
29
1
Managed Futures
1.690
87
78
Long-Short Equity
2.350
90
96
Managed Futures
1.540
13
17
Market Neutral
1.580
22
14
Long-Short Credit
2.390
48
72
Long-Short Equity
2.210
5
Long-Short Equity
2.310
Market Neutral
1.550
45
31
53
Options-based
0.680
22
37
Managed Futures
1.490
34
58
84
Multialternative
1.040
37
Multialternative
1.940
1
2
Multialternative
1.620
60
68
Multialternative
1.190
24
20
1
Multialternative
0.910
9
14
10
Options-based
1.240
Options-based
1.200
Options-based
1.990
Market Neutral
1.330
20
7
Long-Short Credit
1.080
57
81
Market Neutral
1.580
56
63
Options-based
0.850
75
45
1
Multialternative
0.970
8
8
Multialternative
1.160
22
26
7
Multialternative
0.560
88
Multialternative
2.380
77
65
Long-Short Equity
1.400
69
34
Long-Short Equity
1.650
91
91
Long-Short Equity
1.960
96
84
65
Long-Short Equity
1.380
92
88
57
Long-Short Credit
1.660
80
74
Options-based
0.950
28
42
78
Multialternative
1.170
94
92
Multialternative
1.410
88
Long-Short Equity
1.610
35
Options-based
0.920
13
7
Market Neutral
1.080
25
12
3
Long-Short Equity
1.440
76
Long-Short Equity
2.000
84
98
91
Multialternative
2.030
19
9
23
Managed Futures
1.750
17
36
Managed Futures
2.430
47
33
Multialternative
3.000
18
51
Options-based
1.240
17
6
Multialternative
2.270
53
Long-Short Equity
1.370
24
40
Market Neutral
1.460
31
58
Multialternative
0.910
96
96
Trading--Leveraged Equity
1.620
Bear Market
5.660
22
25
35
Long-Short Equity
1.320
54
22
1
Long-Short Equity
1.770

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