Alternatives Mutual Funds List

Number of Funds: 133
Avg. Expense Ratio: 2.04%
Avg. Yield: 4.07%
Avg. 1 Year Return: 15.56%
Median Risk/Return Score: 72 / 100

129 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
QMHIX	AQR Managed Futures Strategy HV Fund	Systematic Trend	Jul 15, 2013	1.65%	17.97%	5.80%	1.74%	84
QMHNX	AQR Managed Futures Strategy HV Fund Class N	Systematic Trend	Jul 16, 2013	4.12%	17.86%	5.54%	1.60%	83
QRPIX	AQR Alternative Risk Premia Fund	Multistrategy	Sep 18, 2017	1.40%	18.92%	—	1.22%	97
QRPRX	AQR Alternative Risk Premia R6	Multistrategy	Sep 19, 2017	4.94%	18.99%	—	1.27%	97
QSPIX	AQR Style Premia Alternative Fund	Multistrategy	Oct 29, 2013	1.49%	13.06%	7.48%	2.27%	57
QSPRX	AQR Style Premia Alternative R6	Multistrategy	Sep 2, 2014	5.79%	13.09%	7.58%	2.33%	58
QVOPX	Invesco Fundamental Alternatives Fund	Multistrategy	Jan 2, 1989	1.33%	0.36%	1.20%	0.74%	7
RMDFX	Aspiriant Defensive Allocation Fund	Multistrategy	Dec 13, 2015	0.18%	7.41%	5.39%	4.32%	95
RWSIX	Redwood Systematic Macro Trend ("SMarT") Fund	Systematic Trend	Nov 1, 2017	1.30%	9.29%	—	4.13%	32
RYMQX	Guggenheim Series Multi-Hedge Strategies Fund	Multistrategy	Sep 18, 2005	1.76%	5.25%	2.19%	9.63%	72
RYMTX	Guggenheim Managed Futures Strategy Fund	Systematic Trend	Mar 1, 2007	1.75%	8.74%	3.71%	5.55%	55
SDAIX	Swan Defined Risk Growth Fund	Options Trading	Dec 26, 2018	1.40%	6.60%	—	0.00%	51
SDRIX	Swan Defined Risk Fund	Options Trading	Jul 29, 2012	1.18%	6.43%	5.77%	9.91%	69
SHIIX	Catalyst Buffered Shield Fund	Options Trading	Apr 13, 2015	1.23%	4.69%	7.39%	2.88%	83
SHRIX	Stone Ridge High Yield Reinsurance Risk Premium Fu...	Multistrategy	Feb 1, 2013	1.76%	1.46%	—	10.77%	98
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	Mar 30, 2010	1.35%	7.13%	4.77%	4.74%	90
SPATX	Symmetry Panoramic Alternatives Fund	Multistrategy	Nov 11, 2018	0.50%	8.37%	—	2.81%	98
SRDAX	Stone Ridge Diversified Alternatives Fund	Multistrategy	Apr 29, 2020	1.27%	5.17%	—	8.11%	89
SRRIX	Stone Ridge Reinsurance Risk Premium Interval Fund	Multistrategy	Dec 9, 2013	2.35%	8.61%	8.82%	18.54%	100
STTIX	North SquareTrilogy Alternative Return Fund	Options Trading	Apr 1, 2012	1.38%	-0.01%	1.71%	4.69%	16

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

Loading charts...

Time Period

Best Alternatives Mutual funds by Risk/Return Score

The top Alternatives Mutual funds by PortfoliosLab Risk/Return Score are SRRIX (100) and PPFIX (100). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
SRRIX	Stone Ridge Reinsurance Risk Premium Interval Fund	100	—	Dec 2013
PPFIX	Princeton Premium Fund	100	—	Nov 2016
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	100	—	Aug 2017
MMNIX	Miller Market Neutral Income Fund Class I	99	—	Dec 2023
FSLTX	Strategic Advisers Alternatives Fund	99	—	Jul 2022

Best-Performing Alternatives Mutual funds Over 5 Years

The top Alternatives Mutual funds is MLPLX (26.54%). Across the lineup, Alternatives Mutual funds show an average 1-year return of 15.56% and an average 5-year return of 6.87%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
MLPLX	Invesco SteelPath MLP Alpha Plus Fund Class A	26.54%	—	Feb 2012
SRRIX	Stone Ridge Reinsurance Risk Premium Interval Fund	21.89%	—	Dec 2013
MLPAX	Invesco SteelPath MLP Alpha Fund Class A	21.27%	—	Mar 2010
MLPFX	Invesco SteelPath MLP Select 40 Fund Class A	20.96%	—	Mar 2010
QRPRX	AQR Alternative Risk Premia R6	19.65%	—	Sep 2017

Lowest-Cost Alternatives Mutual funds

The top Alternatives Mutual funds is RMDFX (0.18%). With an average expense ratio of 2.04%, Alternatives Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
RMDFX	Aspiriant Defensive Allocation Fund	0.18%	—	Dec 2015
EIVPX	Parametric Volatility Risk Premium - Defensive Fun...	0.47%	—	Feb 2017
SPATX	Symmetry Panoramic Alternatives Fund	0.50%	—	Nov 2018
JHEQX	JPMorgan Hedged Equity Fund Class I	0.58%	—	Dec 2013
TALTX	Morgan Stanley Pathway Funds Alternative Strategie...	0.59%	—	Feb 2018

Highest-Yield Alternatives Mutual funds

The top Alternatives Mutual funds is SRRIX (18.54%). Across the lineup, Alternatives Mutual funds show an average dividend yield of 4.07%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
SRRIX	Stone Ridge Reinsurance Risk Premium Interval Fund	18.54%	—	Dec 2013
DEVDX	Driehaus Event Driven Fund	16.48%	—	Aug 2013
IPSAX	IPS Strategic Capital Absolute Return Fund	14.31%	—	Apr 2016
BPRLX	Beacon Planned Return Strategy Fund	11.92%	—	Oct 2017
WCEIX	Virtus Westchester Event-Driven Fund	11.19%	—	Jan 2014

Top Mutual funds Asset Classes

Equity · 3,627 Mutual funds Bond · 1,987 Mutual funds Multi-Asset · 1,523 Mutual funds Real Estate · 115 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.