Hussman Strategic Allocation Fund (HSAFX) 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 HSAFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HSAFX
HSAFX charges 1.25% annually. There are 34 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 | HSAFX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | HSAFX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | HSAFX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | HSAFX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | HSAFX vs GPIFX |
Best Risk-Adjusted Alternatives to HSAFX
HSAFX has a PortfoliosLab risk / return rank of 15. There are 75 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | HSAFX vs ASTIX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | HSAFX vs PAAIX | |
| AQR Diversifying Strategies Fund Class N | 94 | — | Jun 2020 | HSAFX vs QDSNX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | HSAFX vs PASAX | |
| Donoghue Forlines Dividend Fund | 94 | — | Nov 2013 | HSAFX vs PWDIX |
Top Performing HSAFX Alternatives (YTD)
HSAFX is at 2.00% YTD. There are 73 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 45.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 45.02% | — | Sep 2019 | HSAFX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 35.64% | — | Dec 2016 | HSAFX vs MOJOX | |
| Teberg Fund | 23.20% | — | Mar 2002 | HSAFX vs TEBRX | |
| Potomac Defensive Bull Fund | 22.60% | — | Jun 2020 | HSAFX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 20.34% | — | Feb 2019 | HSAFX vs PDX |
Lowest Volatility Alternatives to HSAFX
HSAFX has 5.95% 1-year volatility. There are 15 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.55% | — | Aug 2012 | HSAFX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | HSAFX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.85% | — | Apr 2012 | HSAFX vs SIOAX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | HSAFX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.22% | — | Sep 2002 | HSAFX vs HSTRX |
Lowest Drawdown Alternatives to HSAFX
HSAFX has a 1-year max drawdown of -5.34%. There are 23 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 | HSAFX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | HSAFX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | HSAFX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.54% | — | Sep 2002 | HSAFX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | HSAFX vs ASTIX |
Other Mutual Funds from Hussman Funds
The 1 most viewed Hussman Funds mutual funds shown here include HSGFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hussman Strategic Growth Fund | Long-Short | 1 | -4.92% | — | Jul 2000 | HSAFX vs HSGFX |
Often Compared With HSAFX
Investors most often compare HSAFX with HFSAX, BOXX, ABRZX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare HSAFX with Any Fund or Stock
Compare HSAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HSAFX with funds that move differently
Hussman Strategic Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HSAFX.
Explore HSAFX Diversifiers