The Best Systematic Trend Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Systematic Trend mutual funds.
- Number of Funds
- 30
- Avg. Expense Ratio
- 1.78%
- Avg. Yield
- 2.84%
- Avg. 1 Year Return
- 21.31%
- Median Risk/Return Score
- 72 / 100
The Best Systematic Trend Mutual Funds
29 results
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.
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5 Years
Best Systematic Trend Mutual funds by Risk/Return Score
The top Systematic Trend Mutual funds by PortfoliosLab Risk/Return Score are LOTIX (95) and QNZNX (93).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| LoCorr Market Trend Fund | 95 | — | Jun 2014 | |
| AQR Trend Total Return Fund | 93 | — | Dec 2021 | |
| AQR Managed Futures Strategy Fund | 92 | — | Jan 2010 | |
| AQR Managed Futures Strategy Fund Class N | 91 | — | Jan 2010 | |
| American Beacon AHL Managed Futures Strategy Fund ... | 90 | — | Aug 2014 |
Best-Performing Systematic Trend Mutual funds Over 5 Years
The top Systematic Trend Mutual funds is QMHIX (17.81%).
Across the lineup, Systematic Trend Mutual funds show an average 1-year return of 21.31% and an average 5-year return of 6.15%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| AQR Managed Futures Strategy HV Fund | 17.81% | — | Jul 2013 | |
| AQR Managed Futures Strategy HV Fund Class N | 17.51% | — | Jul 2013 | |
| AQR Managed Futures Strategy Fund | 13.80% | — | Jan 2010 | |
| AQR Managed Futures Strategy Fund Class N | 13.53% | — | Jan 2010 | |
| Arrow Managed Futures Strategy Fund Institutional ... | 11.32% | — | Apr 2010 |
Lowest-Cost Systematic Trend Mutual funds
The top Systematic Trend Mutual funds is AQMIX (1.25%).
With an average expense ratio of 1.78%, Systematic Trend 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 |
|---|---|---|---|---|
| AQR Managed Futures Strategy Fund | 1.25% | — | Jan 2010 | |
| Credit Suisse Managed Futures Strategy Fund | 1.30% | — | Sep 2012 | |
| Redwood Systematic Macro Trend ("SMarT") Fund | 1.30% | — | Nov 2017 | |
| Goldman Sachs Managed Futures Strategy Fund | 1.33% | — | Feb 2012 | |
| Altegris Futures Evolution Strategy Fund | 1.34% | — | Oct 2011 |
Highest-Yield Systematic Trend Mutual funds
The top Systematic Trend Mutual funds is EVOIX (9.12%).
Across the lineup, Systematic Trend Mutual funds show an average dividend yield of 2.84%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Altegris Futures Evolution Strategy Fund | 9.12% | — | Oct 2011 | |
| American Beacon AHL Managed Futures Strategy Fund ... | 7.40% | — | Aug 2014 | |
| American Beacon AHL Managed Futures Strategy Fund | 7.25% | — | Aug 2014 | |
| AQR CVX Fusion Fund Class R6 | 6.79% | — | Jun 2025 | |
| AQR CVX Fusion Fund Class I | 6.78% | — | Jun 2025 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 558 Mutual fundsMunicipal Bonds · 501 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 428 Mutual fundsLarge Cap Blend Equities · 416 Mutual fundsLarge Cap Value Equities · 332 Mutual fundsGlobal Equities · 260 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 135 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 105 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 95 Mutual fundsEnergy Equities · 89 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 80 Mutual fundsNontraditional Bonds · 76 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
AQMIX vs. DBMFAQMIX vs. QSPIXAQMIX vs. AHLPXAQMIX vs. CTAAQMIX vs. CRSOXASFYX vs. DBMFASFYX vs. FNCMXASFYX vs. DBCASFYX vs. JEPIASFYX vs. GLDMQNZNX vs. QLENXQNZNX vs. QRPIXQNZNX vs. QMNNXQNZNX vs. QSPIXQNZNX vs. QLEIXQMHIX vs. DBMFQMHIX vs. QSPIXQMHIX vs. LONGXQMHIX vs. CTAQMHIX vs. KMLMMFTNX vs. AHLTMFTNX vs. DBMFMFTNX vs. SPYMFTNX vs. GFIRXMFTNX vs. VOOLCSIX vs. JHEQXLCSIX vs. BICSXLCSIX vs. PGTYXLCSIX vs. FSMSXLCSIX vs. COMM.LABYIX vs. DBMFABYIX vs. RWLABYIX vs. QCFNXABYIX vs. CSAAXABYIX vs. RWSIXAMFAX vs. EBSIXAMFAX vs. MBXIXAMFAX vs. DBMFAMFAX vs. MAFIXAMFAX vs. JEPIXMFTFX vs. DBMFMFTFX vs. KMLMMFTFX vs. VIGAXMFTFX vs. CTAMFTFX vs. FBALXAQMNX vs. SPYAQMNX vs. DBMFAQMNX vs. RWSIXAQMNX vs. CTAAQMNX vs. CSAAX