Hussman Strategic Total Return Fund (HSTRX) Alternatives

Hussman Strategic Total Return Fund (HSTRX) 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 HSTRX. 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 HSTRX

HSTRX charges 0.75% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among HSTRX alternatives.

Symbol	Name	Expense Ratio	Inception
GIPIX	Goldman Sachs Balanced Strategy Portfolio	0.19%	Jan 1, 1998	HSTRX vs GIPIX
GOIIX	Goldman Sachs Growth and Income Strategy Portfolio	0.19%	Jan 1, 1998	HSTRX vs GOIIX
PAUIX	PIMCO All Asset All Authority Fund	0.21%	Oct 30, 2003	HSTRX vs PAUIX
COTZX	Columbia Thermostat Fund	0.24%	Sep 24, 2002	HSTRX vs COTZX
GPIFX	GuidePath Flexible Income Allocation Fund	0.50%	Aug 30, 2012	HSTRX vs GPIFX

Best Risk-Adjusted Alternatives to HSTRX

Among mutual funds in the Tactical Allocation 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
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	93	Apr 8, 2012	HSTRX vs SIOAX
HFSAX	Hundredfold Select Alternative Fund Investor Class	93	—	HSTRX vs HFSAX
CRDBX	Conquer Risk Defensive Bull Fund	92	Jun 30, 2020	HSTRX vs CRDBX
MOJOX	Donoghue Forlines Momentum Fund	92	Dec 22, 2016	HSTRX vs MOJOX
ABRYX	Invesco Balanced-Risk Allocation Fund	92	Jun 1, 2009	HSTRX vs ABRYX

Top Performing HSTRX Alternatives (YTD)

HSTRX alternatives from the Tactical Allocation category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
QEVOX	Quantified Evolution Plus Fund	38.56%	Sep 29, 2019	HSTRX vs QEVOX
PDX	PIMCO Dynamic Income Strategy Fund	19.83%	Feb 1, 2019	HSTRX vs PDX
MOJOX	Donoghue Forlines Momentum Fund	11.81%	Dec 22, 2016	HSTRX vs MOJOX
ABRYX	Invesco Balanced-Risk Allocation Fund	11.77%	Jun 1, 2009	HSTRX vs ABRYX
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	11.64%	Jun 2, 2009	HSTRX vs ABRZX

Lowest Volatility Alternatives to HSTRX

HSTRX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	2.73%	Aug 30, 2012	HSTRX vs GPIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	3.36%	Apr 8, 2012	HSTRX vs SIOAX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	4.39%	Jul 30, 2014	HSTRX vs TTIFX
HFSAX	Hundredfold Select Alternative Fund Investor Class	4.41%	—	HSTRX vs HFSAX
SFHYX	Hundredfold Select Alternative Fund	4.41%	Aug 31, 2004	HSTRX vs SFHYX

Lowest Drawdown Alternatives to HSTRX

HSTRX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
TTIFX	Goldman Sachs TacticalTiltOverlayFund	-2.66%	Jul 30, 2014	HSTRX vs TTIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	-3.20%	Apr 8, 2012	HSTRX vs SIOAX
GPIFX	GuidePath Flexible Income Allocation Fund	-3.50%	Aug 30, 2012	HSTRX vs GPIFX
HFSAX	Hundredfold Select Alternative Fund Investor Class	-3.68%	—	HSTRX vs HFSAX
HSAFX	Hussman Strategic Allocation Fund	-3.74%	Aug 26, 2019	HSTRX vs HSAFX

Other Mutual Funds from Hussman Funds

Most popular Hussman Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
HSGFX	Hussman Strategic Growth Fund	Long-Short	7	5.80%	Jul 24, 2000	HSTRX vs HSGFX

Often Compared With HSTRX

What investors most often compare with HSTRX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
LSYIX	Lord Abbett Short Duration High Yield Fund	High Yield Bonds	73	-1.69%	Apr 30, 2020	HSTRX vs LSYIX
LCORX	Leuthold Core Investment Fund	Tactical Allocation	80	-1.25%	Nov 19, 1995	HSTRX vs LCORX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	HSTRX vs QQQ
PRPFX	Permanent Portfolio Permanent Portfolio	Diversified Portfolio	91	2.72%	Nov 30, 1982	HSTRX vs PRPFX
VWIAX	Vanguard Wellesley Income Fund Admiral Shares	Diversified Portfolio	68	-0.44%	May 14, 2001	HSTRX vs VWIAX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	HSTRX vs VOO
MINT	PIMCO Enhanced Short Maturity Active ETF	Ultrashort Bond	100	0.91%	Nov 16, 2009	HSTRX vs MINT
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	46	-7.06%	Nov 13, 2000	HSTRX vs VFIAX
HABDX	Harbor Core Plus Fund	Intermediate Core-Plus Bond	60	-0.23%	Dec 29, 1987	HSTRX vs HABDX
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Diversified	93	6.79%	Aug 30, 2012	HSTRX vs CEMFX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	HSTRX vs SPY
QMNNX	AQR Equity Market Neutral Fund N	Equity Market Neutral	80	-3.36%	Oct 7, 2014	HSTRX vs QMNNX
MOOD	Relative Sentiment Tactical Allocation ETF	Tactical Allocation	93	6.71%	May 18, 2022	HSTRX vs MOOD
FCVSX	Fidelity Convertible Securities Fund	Preferred Stock/Convertible Bonds	35	1.37%	Jan 5, 1987	HSTRX vs FCVSX
DWTFX	Arrow DWA Tactical: Macro Fund	Tactical Allocation	63	-2.19%	May 29, 2008	HSTRX vs DWTFX
SAPEX	Spectrum Active Advantage Fund	Tactical Allocation	48	-5.79%	May 31, 2015	HSTRX vs SAPEX
TEBRX	Teberg Fund	Tactical Allocation	60	-4.10%	Mar 31, 2002	HSTRX vs TEBRX
CGSD	Capital Group Short Duration Income ETF	Short-Term Bond	97	0.13%	Oct 25, 2022	HSTRX vs CGSD

Compare HSTRX with Any Fund or Stock

Compare HSTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Hussman Strategic Total Return Fund

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