Skip to Content

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
1.820
68
68
33
Multistrategy
1.330
97
Relative Value Arbitrage
1.280
6
8
1
Multistrategy
1.440
Equity Market Neutral
1.230
89
96
Macro Trading
1.230
91
79
Systematic Trend
1.510
87
92
59
Systematic Trend
1.670
90
95
Multistrategy
1.530
92
94
Macro Trading
1.930
46
25
Systematic Trend
1.870
38
23
Systematic Trend
1.960
99
99
97
Equity Market Neutral
1.460
37
34
Event Driven
1.500
85
88
Systematic Trend
1.790
24
38
Multistrategy
1.790
4
Relative Value Arbitrage
1.210
83
Multistrategy
1.710
100
100
100
Multistrategy
0.650
Options Trading
2.070
3
7
Multistrategy
1.670
Multistrategy
1.260
81
73
56
Systematic Trend
1.460
16
20
11
Systematic Trend
1.640
76
66
25
Systematic Trend
1.540
39
12
Relative Value Arbitrage
1.580
39
47
Event Driven
1.630
78
69
97
Options Trading
0.670
68
80
Systematic Trend
1.810
59
56
82
Multistrategy
1.680
26
20
Macro Trading
2.000
6
10
Multistrategy
1.630
16
21
Options Trading
1.200
40
Options Trading
1.990
100
Event Driven
1.320
48
32
10
Equity Market Neutral
1.340
44
25
Multistrategy
0.560
84
69
Options Trading
0.960
60
54
56
Multistrategy
1.400
69
55
Macro Trading
1.780
48
46
Options Trading
0.970
35
18
Relative Value Arbitrage
1.080
95
72
78
Event Driven
2.000
3
3
6
Macro Trading
1.750
25
42
Options Trading
1.290
16
8
Multistrategy
2.430
1
1
Options Trading
2.200
95
98
Systematic Trend
1.300
69
79
Multistrategy
1.500
19
Systematic Trend
0.740
Event Driven
1.500
9
9
Macro Trading
1.790
23
33
39
Event Driven
1.790
82
90
73
Systematic Trend
2.070
34
34
49
Options Trading
1.330
60
43
Multistrategy
2.070
7
7
Multistrategy
2.130
13
Options Trading
1.300
Systematic Trend
1.400
50
Multistrategy
1.500
53
Equity Market Neutral
1.110
47
48
Macro Trading
1.100
34
39
Multistrategy
0.850
Macro Trading
1.010
85
85
71
Event Driven
0.730
65
73
48
Options Trading
0.680
12
4
Options Trading
0.940
64
55
62
Options Trading
1.030
42
41
Options Trading
0.880
26
35
1
Multistrategy
0.720
24
15
16
Systematic Trend
1.230
45
25
Multistrategy
1.810
29
59
Equity Market Neutral
1.500
59
60
Systematic Trend
1.810
61
48
64
Equity Market Neutral
1.400
13
4
Systematic Trend
1.290
9
18
Multistrategy
1.150
80
Multistrategy
0.500
12
11
8
Options Trading
1.040
49
Options Trading
1.740
46
29
Options Trading
0.160
1
Multistrategy
1.380
77
82
52

Sponsor Center