BTS Tactical Fixed Income Fund (BTFAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BTFAX
BTFAX charges 1.65% annually. Among mutual funds in the Nontraditional Bonds category, these options have the lowest expense ratios among BTFAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | Oct 2, 2011 | BTFAX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | Apr 6, 2015 | BTFAX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | Sep 28, 2011 | BTFAX vs SUBFX | |
| PIMCO Strategic Bond Fund | 0.51% | Jan 29, 2009 | BTFAX vs PUTIX | |
| FPA Flexible Fixed Income Fund | 0.51% | Dec 30, 2018 | BTFAX vs FPFIX |
Best Risk-Adjusted Alternatives to BTFAX
Among mutual funds in the Nontraditional Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | Jan 27, 2023 | BTFAX vs CBYYX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | Jun 26, 2007 | BTFAX vs EIGMX | |
| PGIM Securitized Credit Fund | 99 | Jun 30, 2019 | BTFAX vs SCFZX | |
| Artisan Global Unconstrained Fund | 99 | Mar 30, 2022 | BTFAX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 99 | Aug 30, 2010 | BTFAX vs EGRIX |
Top Performing BTFAX Alternatives (YTD)
BTFAX alternatives from the Nontraditional Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Artisan Global Unconstrained Fund | 4.02% | Mar 30, 2022 | BTFAX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.42% | Aug 30, 2010 | BTFAX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 2.63% | Apr 6, 2015 | BTFAX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 2.31% | Jun 26, 2007 | BTFAX vs EIGMX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | BTFAX vs CBYYX |
Lowest Volatility Alternatives to BTFAX
BTFAX alternatives from the Nontraditional Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | BTFAX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.40% | Apr 6, 2014 | BTFAX vs DFLEX | |
| Dunham Long/Short Credit Fund | 1.45% | Dec 9, 2004 | BTFAX vs DCAIX | |
| Anfield Universal Fixed Income Fund | 1.58% | Jun 27, 2013 | BTFAX vs AFLIX | |
| GMO Opportunistic Income Fund | 1.64% | Oct 2, 2011 | BTFAX vs GMODX |
Lowest Drawdown Alternatives to BTFAX
BTFAX alternatives from the Nontraditional Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.18% | Jan 27, 2023 | BTFAX vs CBYYX | |
| Dunham Long/Short Credit Fund | -0.84% | Dec 9, 2004 | BTFAX vs DCAIX | |
| Toews Unconstrained Income Fund | -0.87% | Aug 27, 2013 | BTFAX vs TUIFX | |
| PGIM Absolute Return Bond Fund | -0.87% | Mar 29, 2011 | BTFAX vs PADZX | |
| PGIM Securitized Credit Fund | -0.93% | Jun 30, 2019 | BTFAX vs SCFZX |
Other Mutual Funds from BTS
Most popular BTS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BTS Managed Income Fund | Nontraditional Bonds | 42 | -0.81% | Dec 30, 2018 | BTFAX vs BTSIX |
Often Compared With BTFAX
What investors most often compare with BTFAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ProShares Bitcoin Strategy ETF | Cryptocurrency, Actively Managed | 5 | -22.79% | Oct 19, 2021 | BTFAX vs BITO | |
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 69 | 8.80% | Sep 24, 2019 | BTFAX vs AVUV |
Compare BTFAX with Any Fund or Stock
Compare BTFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.