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 a closer substitute for your current allocation.
Cheapest Alternatives to HSTRX
HSTRX charges 0.75% annually. There are 8 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 | HSTRX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | HSTRX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | HSTRX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | HSTRX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | HSTRX vs GPIFX |
Best Risk-Adjusted Alternatives to HSTRX
HSTRX has a PortfoliosLab risk / return rank of 93. There are 3 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 | HSTRX vs ASTIX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | HSTRX vs PAAIX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | HSTRX vs PASAX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | — | Apr 2012 | HSTRX vs SIOAX | |
| Invesco Balanced-Risk Allocation Fund | 93 | — | Jun 2009 | HSTRX vs ABRYX |
Top Performing HSTRX Alternatives (YTD)
HSTRX is at 2.61% YTD. There are 68 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | HSTRX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.48% | — | Dec 2016 | HSTRX vs MOJOX | |
| Teberg Fund | 22.02% | — | Mar 2002 | HSTRX vs TEBRX | |
| Potomac Defensive Bull Fund | 19.70% | — | Jun 2020 | HSTRX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 19.06% | — | Feb 2019 | HSTRX vs PDX |
Lowest Volatility Alternatives to HSTRX
HSTRX has 4.28% 1-year volatility. There are 4 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | HSTRX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | HSTRX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.85% | — | Apr 2012 | HSTRX vs SIOAX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | HSTRX vs OTRFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.75% | — | — | HSTRX vs HFSAX |
Lowest Drawdown Alternatives to HSTRX
HSTRX has a 1-year max drawdown of -2.54%. There are 3 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 | HSTRX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | HSTRX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | HSTRX vs SIOAX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | HSTRX vs ASTIX | |
| BlackRock Tactical Opportunities Fund Institutiona... | -2.99% | — | Jun 1993 | HSTRX vs PBAIX |
Other Mutual Funds from Hussman Funds
The 2 most viewed Hussman Funds mutual funds shown here include HSGFX, HSAFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hussman Strategic Growth Fund | Long-Short | 1 | -5.27% | — | Jul 2000 | HSTRX vs HSGFX | |
| Hussman Strategic Allocation Fund | Tactical Allocation | 15 | 1.59% | — | Aug 2019 | HSTRX vs HSAFX |
Often Compared With HSTRX
Investors most often compare HSTRX with LSYIX, LCORX, PRPFX. These 18 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare HSTRX with Any Fund or Stock
Compare HSTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HSTRX with funds that move differently
Hussman Strategic Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HSTRX.
Explore HSTRX Diversifiers