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 a closer substitute for your current allocation.
Cheapest Alternatives to NAVFX
NAVFX charges 1.97% annually. There are 66 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 | NAVFX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | NAVFX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | NAVFX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | NAVFX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | NAVFX vs GPIFX |
Best Risk-Adjusted Alternatives to NAVFX
NAVFX has a PortfoliosLab risk / return rank of 34. There are 61 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | NAVFX vs ASTIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | NAVFX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | NAVFX vs MOJOX | |
| Donoghue Forlines Tactical Allocation Fund | 91 | — | Apr 2018 | NAVFX vs GTAIX | |
| AQR Diversifying Strategies Fund Class N | 91 | — | Jun 2020 | NAVFX vs QDSNX |
Top Performing NAVFX Alternatives (YTD)
NAVFX is at 8.52% YTD. There are 33 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 50.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 50.00% | — | Sep 2019 | NAVFX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 40.75% | — | Dec 2016 | NAVFX vs MOJOX | |
| Teberg Fund | 27.65% | — | Mar 2002 | NAVFX vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | NAVFX vs QSTFX | |
| Potomac Defensive Bull Fund | 22.18% | — | Jun 2020 | NAVFX vs CRDBX |
Lowest Volatility Alternatives to NAVFX
NAVFX has 12.70% 1-year volatility. There are 58 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | NAVFX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | NAVFX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.82% | — | Jul 2014 | NAVFX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.65% | — | Sep 2002 | NAVFX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | NAVFX vs SFHYX |
Lowest Drawdown Alternatives to NAVFX
NAVFX has a 1-year max drawdown of -10.14%. There are 67 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 | NAVFX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | NAVFX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | NAVFX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | NAVFX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | NAVFX vs ASTIX |
Often Compared With NAVFX
Investors most often compare NAVFX with XLSR, SCHG, SPY. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NAVFX with Any Fund or Stock
Compare NAVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NAVFX with funds that move differently
Sector Rotation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NAVFX.
Explore NAVFX Diversifiers