Rational Tactical Return Fund (HRSTX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HRSTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HRSTX
HRSTX charges 1.99% annually. There are 22 mutual funds in the Options Trading category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | HRSTX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | HRSTX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | HRSTX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | HRSTX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | HRSTX vs GTEYX |
Best Risk-Adjusted Alternatives to HRSTX
HRSTX has a PortfoliosLab risk / return rank of 80. There are 8 mutual funds in the Options Trading category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | HRSTX vs PPFIX | |
| MAI Managed Volatility Fund | 92 | — | Sep 2010 | HRSTX vs MAIPX | |
| Easterly Hedged Equity Fund | 89 | — | Jul 2015 | HRSTX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 89 | — | Feb 2017 | HRSTX vs EIVPX | |
| Glenmede Secured Options Portfolio | 85 | — | Jun 2010 | HRSTX vs GTSOX |
Top Performing HRSTX Alternatives (YTD)
HRSTX is at 5.82% YTD. There are 8 mutual funds in the Options Trading category with higher YTD returns, going as high as 9.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AlphaCentric Premium Opportunity Fund | 9.18% | — | Sep 2016 | HRSTX vs HMXIX | |
| Easterly Hedged Equity Fund | 8.28% | — | Jul 2015 | HRSTX vs JDIEX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 6.34% | — | Aug 2016 | HRSTX vs BUIGX | |
| Calamos Hedged Equity Fund | 6.25% | — | Dec 2014 | HRSTX vs CIHEX | |
| Swan Defined Risk Fund | 6.23% | — | Jul 2012 | HRSTX vs SDRIX |
Lowest Volatility Alternatives to HRSTX
HRSTX has 3.51% 1-year volatility. There is 1 mutual fund in the Options Trading category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.84% | — | Nov 2016 | HRSTX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.63% | — | Apr 2012 | HRSTX vs STTIX | |
| MAI Managed Volatility Fund | 4.70% | — | Sep 2010 | HRSTX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.14% | — | Oct 2017 | HRSTX vs BPRLX | |
| Catalyst Buffered Shield Fund | 5.26% | — | Apr 2015 | HRSTX vs SHIIX |
Lowest Drawdown Alternatives to HRSTX
HRSTX has a 1-year max drawdown of -2.42%. There is 1 mutual fund in the Options Trading category with a shallower 1-year drawdown, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | -0.25% | — | Nov 2016 | HRSTX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | HRSTX vs STTIX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | HRSTX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | HRSTX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -3.81% | — | Feb 2017 | HRSTX vs EIVPX |
Other Mutual Funds from Rational Funds
The 4 most viewed Rational Funds mutual funds shown here include RDMIX, RFXIX, PBXIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rational/ReSolve Adaptive Asset Allocation Fund | Macro Trading | 75 | 14.03% | — | Sep 2016 | HRSTX vs RDMIX | |
| Rational Special Situations Income Fund | Multisector Bonds | 97 | 1.67% | — | Jul 2019 | HRSTX vs RFXIX | |
| Rational/Pier 88 Convertible Securities Fund | Convertible Bonds | 39 | 8.66% | — | Dec 2019 | HRSTX vs PBXIX | |
| Rational Equity Armor Fund | Large Cap Value Equities | 55 | 10.89% | — | Feb 2001 | HRSTX vs HDCTX |
Often Compared With HRSTX
Investors most often compare HRSTX with VPMAX, SDAIX, IPSAX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | Large Cap Blend Equities | 94 | 25.69% | 82.00B | Nov 2001 | HRSTX vs VPMAX | |
| Swan Defined Risk Growth Fund | Options Trading | 48 | 6.16% | — | Dec 2018 | HRSTX vs SDAIX | |
| IPS Strategic Capital Absolute Return Fund | Options Trading | 14 | 3.27% | — | Apr 2016 | HRSTX vs IPSAX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 52 | 5.93% | — | Dec 2020 | HRSTX vs APLIX | |
| Gateway Fund | Options Trading | 70 | 4.55% | — | Dec 1977 | HRSTX vs GATEX | |
| XAI Madison Equity Premium Income Fund | Options Trading | 11 | 2.18% | — | Jan 2015 | HRSTX vs MCN | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 44 | 4.96% | — | Apr 2005 | HRSTX vs ETB | |
| JPMorgan Hedged Equity Fund | Options Trading | 13 | -1.98% | — | Dec 2013 | HRSTX vs JHQAX | |
| Horizon Defined Risk Fund | Options Trading | 65 | 4.83% | — | Dec 2017 | HRSTX vs HNDRX | |
| Ironclad Managed Risk Fund | Options Trading | 39 | 4.97% | — | Oct 2010 | HRSTX vs IRONX |
Compare HRSTX with Any Fund or Stock
Compare HRSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HRSTX with funds that move differently
Rational Tactical Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HRSTX.
Explore HRSTX Diversifiers