BTS Tactical Fixed Income Fund (BTFAX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BTFAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BTFAX
BTFAX charges 1.65% annually. There are 65 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | BTFAX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | BTFAX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | BTFAX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | BTFAX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | BTFAX vs PUTIX |
Best Risk-Adjusted Alternatives to BTFAX
BTFAX has a PortfoliosLab risk / return rank of 10. There are 69 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | BTFAX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | Jun 2019 | BTFAX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | BTFAX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | BTFAX vs APFPX | |
| DoubleLine Flexible Income Fund | 98 | — | Apr 2014 | BTFAX vs DFLEX |
Top Performing BTFAX Alternatives (YTD)
BTFAX is at -1.05% YTD. There are 70 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 6.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 6.67% | — | Aug 2010 | BTFAX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 4.69% | — | Apr 2015 | BTFAX vs PMOTX | |
| Anchor Risk Managed Credit Strategies Fund | 4.38% | — | Sep 2015 | BTFAX vs ATCSX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.26% | — | Jun 2007 | BTFAX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.00% | — | Mar 2022 | BTFAX vs APFPX |
Lowest Volatility Alternatives to BTFAX
BTFAX has 3.64% 1-year volatility. There are 60 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.01% | — | Dec 2004 | BTFAX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.23% | — | Jan 2023 | BTFAX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.31% | — | Apr 2014 | BTFAX vs DFLEX | |
| GMO Opportunistic Income Fund | 1.35% | — | Oct 2011 | BTFAX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | BTFAX vs BGCIX |
Lowest Drawdown Alternatives to BTFAX
BTFAX has a 1-year max drawdown of -2.84%. There are 54 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | BTFAX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | BTFAX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | BTFAX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | BTFAX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.76% | — | Mar 2011 | BTFAX vs PADZX |
Other Mutual Funds from BTS
The 1 most viewed BTS mutual funds shown here include BTSIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BTS Managed Income Fund | Nontraditional Bonds | 46 | 1.61% | — | Dec 2018 | BTFAX vs BTSIX |
Often Compared With BTFAX
Investors most often compare BTFAX with BITO, AVUV, TUIFX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ProShares Bitcoin Strategy ETF | Cryptocurrency | 2 | -26.37% | 1.70B | Oct 2021 | BTFAX vs BITO | |
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 67 | 17.96% | 26.41B | Sep 2019 | BTFAX vs AVUV | |
| Toews Unconstrained Income Fund | Nontraditional Bonds | 49 | 0.38% | — | Aug 2013 | BTFAX vs TUIFX | |
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 94 | 1.42% | — | Jun 2013 | BTFAX vs AFLIX | |
| Templeton Global Total Return Fund | Nontraditional Bonds | 20 | 2.36% | — | Sep 2008 | BTFAX vs TTRZX | |
| T. Rowe Price Dynamic Credit Fund | Nontraditional Bonds | 76 | 0.16% | — | Jan 2019 | BTFAX vs RPIDX | |
| Wavelength Interest Rate Neutral Fund | Nontraditional Bonds | 80 | 3.43% | — | Sep 2013 | BTFAX vs WAVLX | |
| T. Rowe Price Dynamic Global Bond Fund | Nontraditional Bonds | 18 | 2.75% | — | Jan 2015 | BTFAX vs RPIEX |
Compare BTFAX with Any Fund or Stock
Compare BTFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BTFAX with funds that move differently
BTS Tactical Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BTFAX.
Explore BTFAX Diversifiers