Rational Tactical Return Fund (HRSTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HRSTX
HRSTX charges 1.99% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among HRSTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | HRSTX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | Feb 26, 2021 | HRSTX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | Feb 25, 2021 | HRSTX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | HRSTX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | HRSTX vs GTEYX |
Best Risk-Adjusted Alternatives to HRSTX
Among mutual funds in the Options Trading 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 | |
|---|---|---|---|---|
| Princeton Premium Fund | 88 | Nov 15, 2016 | HRSTX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 70 | Feb 8, 2017 | HRSTX vs EIVPX | |
| Calamos Hedged Equity Fund | 67 | Dec 30, 2014 | HRSTX vs CIHEX | |
| Catalyst Buffered Shield Fund | 61 | Apr 13, 2015 | HRSTX vs SHIIX | |
| Cavanal Hill Hedged Income Fund | 51 | Dec 27, 2020 | HRSTX vs APLIX |
Top Performing HRSTX Alternatives (YTD)
HRSTX alternatives from the Options Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 1.35% | Nov 15, 2016 | HRSTX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -0.47% | Apr 1, 2012 | HRSTX vs STTIX | |
| Easterly Hedged Equity Fund | -2.00% | Jul 30, 2015 | HRSTX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -2.03% | Feb 8, 2017 | HRSTX vs EIVPX | |
| Glenmede Secured Options Portfolio | -2.70% | Jun 29, 2010 | HRSTX vs GTSOX |
Lowest Volatility Alternatives to HRSTX
HRSTX alternatives from the Options Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 3.59% | Nov 15, 2016 | HRSTX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 4.10% | Apr 1, 2012 | HRSTX vs STTIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.76% | Feb 26, 2021 | HRSTX vs JHQDX | |
| Swan Defined Risk Fund | 8.63% | Jul 29, 2012 | HRSTX vs SDRIX | |
| Calamos Hedged Equity Fund | 9.19% | Dec 30, 2014 | HRSTX vs CIHEX |
Lowest Drawdown Alternatives to HRSTX
HRSTX alternatives from the Options Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North SquareTrilogy Alternative Return Fund | -2.68% | Apr 1, 2012 | HRSTX vs STTIX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | HRSTX vs PPFIX | |
| Swan Defined Risk Fund | -5.34% | Jul 29, 2012 | HRSTX vs SDRIX | |
| JPMorgan Hedged Equity 2 Fund Class I | -5.41% | Feb 26, 2021 | HRSTX vs JHQDX | |
| Calamos Hedged Equity Fund | -5.82% | Dec 30, 2014 | HRSTX vs CIHEX |
Other Mutual Funds from Rational Funds
Most popular Rational Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Rational/ReSolve Adaptive Asset Allocation Fund | Macro Trading | 37 | 2.69% | Sep 29, 2016 | HRSTX vs RDMIX | |
| Rational Special Situations Income Fund | Multisector Bonds | 97 | 1.01% | Jul 16, 2019 | HRSTX vs RFXIX | |
| Rational/Pier 88 Convertible Securities Fund | Convertible Bonds | 7 | -2.92% | Dec 5, 2019 | HRSTX vs PBXIX | |
| Rational Equity Armor Fund | Large Cap Value Equities | 59 | -2.29% | Feb 28, 2001 | HRSTX vs HDCTX |
Often Compared With HRSTX
What investors most often compare with HRSTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | Large Cap Blend Equities | 93 | -5.86% | Nov 12, 2001 | HRSTX vs VPMAX | |
| MAI Managed Volatility Fund | Options Trading | 42 | -2.75% | Sep 22, 2010 | HRSTX vs MAIPX | |
| Cboe Vest US Large Cap 10% Buffer Fund | Options Trading | 42 | -3.93% | Aug 22, 2016 | HRSTX vs BUIGX | |
| Horizon Defined Risk Fund | Options Trading | 47 | -2.97% | Dec 27, 2017 | HRSTX vs HNDRX | |
| IPS Strategic Capital Absolute Return Fund | Options Trading | 7 | -9.12% | Apr 14, 2016 | HRSTX vs IPSAX | |
| Gateway Fund | Options Trading | 26 | -4.72% | Dec 6, 1977 | HRSTX vs GATEX | |
| AlphaCentric Premium Opportunity Fund | Options Trading | 21 | -5.46% | Sep 29, 2016 | HRSTX vs HMXIX | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 50 | -3.57% | Apr 29, 2005 | HRSTX vs ETB | |
| JPMorgan Hedged Equity Fund | Options Trading | 26 | -5.70% | Dec 13, 2013 | HRSTX vs JHQAX |
Compare HRSTX with Any Fund or Stock
Compare HRSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.