BNY Mellon Global Real Return Fund - Class I (DRRIX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DRRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRRIX
DRRIX charges 0.95% annually. There are 19 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | DRRIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | DRRIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | DRRIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | DRRIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | DRRIX vs GPIFX |
Best Risk-Adjusted Alternatives to DRRIX
DRRIX has a PortfoliosLab risk / return rank of 74. There are 19 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Potomac Defensive Bull Fund | 94 | — | Jun 2020 | DRRIX vs CRDBX | |
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | DRRIX vs ASTIX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | DRRIX vs GTAIX | |
| Teberg Fund | 91 | — | Mar 2002 | DRRIX vs TEBRX | |
| Donoghue Forlines Momentum Fund | 91 | — | Dec 2016 | DRRIX vs MOJOX |
Top Performing DRRIX Alternatives (YTD)
DRRIX is at 6.09% YTD. There are 54 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 51.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 51.74% | — | Sep 2019 | DRRIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 41.68% | — | Dec 2016 | DRRIX vs MOJOX | |
| Teberg Fund | 31.92% | — | Mar 2002 | DRRIX vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | DRRIX vs QSTFX | |
| Quantified Market Leaders Fund | 20.58% | — | Aug 2013 | DRRIX vs QMLFX |
Lowest Volatility Alternatives to DRRIX
DRRIX has 7.47% 1-year volatility. There are 21 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | DRRIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.67% | — | Apr 2012 | DRRIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | DRRIX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | DRRIX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.74% | — | — | DRRIX vs HFSAX |
Lowest Drawdown Alternatives to DRRIX
DRRIX has a 1-year max drawdown of -4.64%. There are 15 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | DRRIX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | DRRIX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | DRRIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | DRRIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | DRRIX vs HSTRX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, PEOPX, DAGVX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 36 | 7.56% | — | May 1951 | DRRIX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 63 | 9.95% | — | Jan 1990 | DRRIX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 82 | 15.01% | — | Sep 1995 | DRRIX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 66 | 10.09% | — | Sep 1993 | DRRIX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 83 | 15.16% | — | May 2001 | DRRIX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 59 | 17.88% | — | Oct 2003 | DRRIX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 66 | 19.49% | — | Jun 1997 | DRRIX vs DISSX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 15 | 12.06% | — | Jun 2013 | DRRIX vs DBMYX | |
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 52 | 12.91% | — | Jan 1985 | DRRIX vs DNLDX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 72 | 34.98% | — | Oct 1997 | DRRIX vs DTGRX |
Often Compared With DRRIX
Investors most often compare DRRIX with PGROX, DLQAX, DRMBX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare DRRIX with Any Fund or Stock
Compare DRRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRRIX with funds that move differently
BNY Mellon Global Real Return Fund - Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRRIX.
Explore DRRIX Diversifiers