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The Best Tactical Allocation Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 80 Tactical Allocation mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Year-to-Date Return

< 0.0%
—
> 10.0%

10-Year Annualized Return

< 0.0%
—
> 10.0%

Sharpe Ratio

< 0.0
—
> 0.1

Omega ratio

< 0.0
—
> 0.1

Sortino ratio

< 0.0
—
> 0.1

Calmar ratio

< 0.0
—
> 0.1

Ulcer Index

< 0.0%
—
> 10.0%

10Y Volatility

< 0.0%
—
> 10.0%

Maximum Drawdown

< 0.0%
—
> 10.0%

Dividend Yield

< 0.0%
—
> 10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AAANXHorizon Active Asset Allocation FundTactical AllocationJan 30, 20121.14%11.9%6.5%1.0%-34.2%0.8
AAMCXAbsolute Capital Asset Allocator FundTactical AllocationDec 17, 20152.70%9.5%N/A0.0%-22.7%0.8
ABRFXAmericaFirst Monthly Risk-On Risk-Off FundTactical AllocationFeb 25, 20103.27%7.0%1.2%0.0%-28.4%0.4
ABRYXInvesco Balanced-Risk Allocation FundTactical AllocationJun 1, 20091.06%2.3%3.4%0.0%-34.1%-0.0
ACMDXAbsolute Capital Defender FundTactical AllocationDec 17, 20152.70%6.6%N/A0.0%-17.6%0.8
AFQSXAlpha Fiduciary Quantitative Strategy FundTactical AllocationDec 30, 20191.70%0.1%N/A0.0%-46.2%0.3
AHTPXAmerican Beacon AHL TargetRisk FundTactical AllocationDec 30, 20181.41%8.1%N/A4.7%-19.2%0.6
AQRIXAQR Multi-Asset FundTactical AllocationSep 29, 20100.80%7.5%5.2%6.4%-17.7%0.4
ASPGXAstor Sector Allocation FundTactical AllocationNov 29, 20111.62%6.6%5.8%5.4%-27.7%1.1
ASTIXAstor Dynamic Allocation FundTactical AllocationOct 18, 20091.15%7.3%5.0%4.7%-22.5%1.6
ATACXATAC Rotation FundTactical AllocationSep 9, 20121.74%-7.0%2.7%0.0%-51.3%-0.7
ATVIXAthena Behavioral Tactical FundTactical AllocationMay 14, 20151.25%-0.4%N/A0.2%-50.7%-0.0
BHTAXBeech Hill Total Return FundTactical AllocationJan 23, 20111.75%14.7%5.7%36.0%-30.9%0.7
CABNXAB Global Risk Allocation FundTactical AllocationJun 7, 19321.29%1.8%4.1%1.5%-43.8%0.0
CAPTXCanterbury Portfolio Thermostat FundTactical AllocationAug 1, 20161.98%-0.3%N/A0.6%-28.3%-0.1
CFNDXCargile FundTactical AllocationJul 8, 20181.52%5.8%N/A0.0%-20.5%1.2
CGHIXTimber Point Global Allocations FundTactical AllocationApr 9, 20131.55%6.2%1.0%1.0%-28.3%0.2
CLTAXCatalyst/Lyons Tactical Allocation FundTactical AllocationJul 1, 20121.53%6.7%5.5%11.7%-28.9%0.3
COTZXColumbia Thermostat FundTactical AllocationSep 24, 20020.24%8.1%5.8%2.3%-47.5%0.9
CRAZXColumbia Adaptive Risk Allocation FundTactical AllocationJun 18, 20120.74%4.7%4.9%7.8%-18.2%0.1

1–20 of 80

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.
0%Annualized Volatility0%Annualized Return

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