Sector Rotation Fund (NAVFX) Alternatives
Sector Rotation Fund (NAVFX) 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 NAVFX. 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 NAVFX
NAVFX charges 1.97% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among NAVFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | NAVFX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | NAVFX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | NAVFX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | NAVFX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | NAVFX vs GPIFX |
Best Risk-Adjusted Alternatives to NAVFX
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 | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | NAVFX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | NAVFX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | NAVFX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | NAVFX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | NAVFX vs MOJOX |
Top Performing NAVFX Alternatives (YTD)
NAVFX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | NAVFX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | NAVFX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | NAVFX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | NAVFX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | NAVFX vs ABRZX |
Lowest Volatility Alternatives to NAVFX
NAVFX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | NAVFX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | NAVFX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | NAVFX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | NAVFX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | NAVFX vs SFHYX |
Lowest Drawdown Alternatives to NAVFX
NAVFX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | NAVFX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | NAVFX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | NAVFX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | NAVFX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | NAVFX vs HFSAX |
Often Compared With NAVFX
What investors most often compare with NAVFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | NAVFX vs SCHG | |
| SPDR SSGA US Sector Rotation ETF | Large Cap Growth Equities, Actively Managed | 47 | -7.22% | Apr 2, 2019 | NAVFX vs XLSR | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | NAVFX vs SPY |
Compare NAVFX with Any Fund or Stock
Compare NAVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.