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
- 31
- Avg. Expense Ratio
- 1.79%
- Avg. Yield
- 2.58%
- Avg. 1 Year Return
- 24.72%
- Median Risk/Return Score
- 68 / 100
The Best Systematic Trend Mutual Funds
30 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 (95).
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 | 95 | — | Dec 2021 | |
| AQR Managed Futures Strategy Fund | 90 | — | Jan 2010 | |
| AQR Managed Futures Strategy Fund Class N | 89 | — | Jan 2010 | |
| American Beacon AHL Managed Futures Strategy Fund ... | 88 | — | Aug 2014 |
Best-Performing Systematic Trend Mutual funds Over 5 Years
The top Systematic Trend Mutual funds is QMHIX (16.28%).
Across the lineup, Systematic Trend Mutual funds show an average 1-year return of 24.72% and an average 5-year return of 5.78%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| AQR Managed Futures Strategy HV Fund | 16.28% | — | Jul 2013 | |
| AQR Managed Futures Strategy HV Fund Class N | 15.99% | — | Jul 2013 | |
| AQR Managed Futures Strategy Fund | 12.73% | — | Jan 2010 | |
| AQR Managed Futures Strategy Fund Class N | 12.45% | — | Jan 2010 | |
| Arrow Managed Futures Strategy Fund Institutional ... | 10.61% | — | Apr 2010 |
Lowest-Cost Systematic Trend Mutual funds
The top Systematic Trend Mutual funds is AQMIX (1.25%).
With an average expense ratio of 1.79%, 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 | |
| Redwood Systematic Macro Trend ("SMarT") Fund | 1.30% | — | Nov 2017 | |
| Credit Suisse Managed Futures Strategy Fund | 1.30% | — | Sep 2012 | |
| 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 (9.38%).
Across the lineup, Systematic Trend Mutual funds show an average dividend yield of 2.58%, 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 | 9.38% | — | Oct 2011 | |
| American Beacon AHL Managed Futures Strategy Fund ... | 7.33% | — | Aug 2014 | |
| American Beacon AHL Managed Futures Strategy Fund | 7.19% | — | Aug 2014 | |
| AQR CVX Fusion Fund Class R6 | 6.63% | — | Jun 2025 | |
| AQR CVX Fusion Fund Class I | 6.61% | — | Jun 2025 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 433 Mutual fundsLarge Cap Blend Equities · 411 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 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. AUEIXASFYX vs. DBMFASFYX vs. FNCMXASFYX vs. DBCASFYX vs. JEPIASFYX vs. GLDMQNZNX vs. QLENXQNZNX vs. QRPIXQNZNX vs. QMNNXQNZNX vs. QLEIXQNZNX vs. QSPIXQMHIX vs. DBMFQMHIX vs. QSPIXQMHIX vs. LONGXQMHIX vs. CTAQMHIX vs. SPYLCSIX vs. JHEQXLCSIX vs. BICSXLCSIX vs. PGTYXLCSIX vs. COMM.LLCSIX vs. FSMSXMFTNX vs. AHLTMFTNX vs. DBMFMFTNX vs. SPYMFTNX vs. VOOMFTNX vs. GFIRXABYIX vs. DBMFABYIX vs. RWLABYIX vs. EQCHXABYIX vs. CSAAXABYIX vs. RWSIXAMFAX vs. EBSIXAMFAX vs. MBXIXAMFAX vs. DBMFAMFAX vs. MAFIXAMFAX vs. JEPIXMFTFX vs. DBMFMFTFX vs. KMLMMFTFX vs. VIGAXMFTFX vs. CTAMFTFX vs. SPYQCFNX vs. QDSNXQCFNX vs. QSPNXQCFNX vs. QLFNXQCFNX vs. QCFIXQCFNX vs. QHFIX