OnTrack Core Fund (OTRFX) belongs to the Macro Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OTRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OTRFX
OTRFX charges 2.58% annually. There are 16 mutual funds in the Macro Trading category with lower expense ratios, going as low as 0.78%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 0.78% | — | Oct 1990 | OTRFX vs CGFIX | |
| Fulcrum Diversified Absolute Return Fund | 1.04% | — | Jul 2015 | OTRFX vs FARYX | |
| MFS Global Alternative Strategy Fund | 1.05% | — | Dec 2007 | OTRFX vs DVRIX | |
| BlackRock Tactical Opportunities Fund | 1.08% | — | Dec 1988 | OTRFX vs PCBAX | |
| AQR Macro Opportunities Fund | 1.20% | — | Apr 2014 | OTRFX vs QGMIX |
Best Risk-Adjusted Alternatives to OTRFX
OTRFX has a PortfoliosLab risk / return rank of 80. There are 3 mutual funds in the Macro Trading category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 98 | — | Dec 2012 | OTRFX vs EGRAX | |
| Catalyst/Millburn Hedge Strategy Fund | 91 | — | Dec 2015 | OTRFX vs MBXAX | |
| Standpoint Multi-Asset Fund Investor Class | 82 | — | Dec 2019 | OTRFX vs REMIX | |
| BlackRock Tactical Opportunities Fund | 79 | — | Dec 1988 | OTRFX vs PCBAX | |
| Rational/ReSolve Adaptive Asset Allocation Fund | 69 | — | Sep 2016 | OTRFX vs RDMIX |
Top Performing OTRFX Alternatives (YTD)
OTRFX is at 5.21% YTD. There are 9 mutual funds in the Macro Trading category with higher YTD returns, going as high as 14.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 14.91% | — | Dec 2015 | OTRFX vs MBXAX | |
| Rational/ReSolve Adaptive Asset Allocation Fund | 12.99% | — | Sep 2016 | OTRFX vs RDMIX | |
| Standpoint Multi-Asset Fund Investor Class | 12.75% | — | Dec 2019 | OTRFX vs REMIX | |
| JHancock Diversified Macro Fund | 10.58% | — | Jul 2019 | OTRFX vs JDJIX | |
| BlackRock Tactical Opportunities Fund | 9.60% | — | Dec 1988 | OTRFX vs PCBAX |
Lowest Volatility Alternatives to OTRFX
OTRFX has 4.16% 1-year volatility. There are 4 mutual funds in the Macro Trading category with lower 1-year volatility, going as low as 3.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 3.10% | — | Oct 1990 | OTRFX vs CGFIX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.59% | — | Dec 2012 | OTRFX vs EGRAX | |
| MFS Global Alternative Strategy Fund | 3.71% | — | Dec 2007 | OTRFX vs DVRIX | |
| Dunham Dynamic Macro Fund | 4.14% | — | Apr 2010 | OTRFX vs DNAVX | |
| BlackRock Tactical Opportunities Fund | 5.72% | — | Dec 1988 | OTRFX vs PCBAX |
Lowest Drawdown Alternatives to OTRFX
OTRFX has a 1-year max drawdown of -3.02%. There are 2 mutual funds in the Macro Trading category with shallower 1-year drawdowns, going as shallow as -2.73%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Dynamic Macro Fund | -2.73% | — | Apr 2010 | OTRFX vs DNAVX | |
| abrdn Global Absolute Return Strategies Fund | -2.78% | — | Oct 1990 | OTRFX vs CGFIX | |
| BlackRock Tactical Opportunities Fund | -3.04% | — | Dec 1988 | OTRFX vs PCBAX | |
| MFS Global Alternative Strategy Fund | -3.08% | — | Dec 2007 | OTRFX vs DVRIX | |
| Eaton Vance Global Macro Absolute Return Advantage... | -3.35% | — | Dec 2012 | OTRFX vs EGRAX |
Other Mutual Funds from Advisors Preferred
The 10 most viewed Advisors Preferred mutual funds shown here include SVARX, HFSAX, SFHYX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spectrum Low Volatility Fund | Nontraditional Bonds | 48 | 1.14% | — | Dec 2013 | OTRFX vs SVARX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 58 | 1.83% | — | — | OTRFX vs HFSAX | |
| Hundredfold Select Alternative Fund | Tactical Allocation | 46 | 1.30% | — | Aug 2004 | OTRFX vs SFHYX | |
| Spectrum Active Advantage Fund | Tactical Allocation | 14 | -2.08% | — | May 2015 | OTRFX vs SAPEX | |
| Quantified Evolution Plus Fund | Tactical Allocation | 80 | 52.24% | — | Sep 2019 | OTRFX vs QEVOX | |
| Quantified Managed Income Fund | Diversified Portfolio | 5 | -0.50% | — | Aug 2013 | OTRFX vs QBDSX | |
| Quantified Alternative Investment Fund | Macro Trading | 67 | 5.90% | — | Aug 2013 | OTRFX vs QALTX | |
| Kensington Managed Income Fund | Nontraditional Bonds | 60 | 1.82% | — | May 2019 | OTRFX vs KAMIX | |
| Quantified Pattern Recognition Fund | Diversified Portfolio | 18 | -6.57% | — | Aug 2019 | OTRFX vs QSPMX | |
| Quantified STF Fund | Tactical Allocation | 61 | 25.73% | — | Nov 2015 | OTRFX vs QSTFX |
Often Compared With OTRFX
Investors most often compare OTRFX with VOO, QMLFX, EBSAX. These 11 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 59 | 8.19% | 1.70T | Sep 2010 | OTRFX vs VOO | |
| Quantified Market Leaders Fund | Tactical Allocation | 52 | 20.58% | — | Aug 2013 | OTRFX vs QMLFX | |
| Campbell Systematic Macro Fund Class A Shares | Macro Trading | 9 | 8.66% | — | Mar 2013 | OTRFX vs EBSAX | |
| Quantified Tactical Fixed Income Fund | Nontraditional Bonds | 0 | -4.59% | — | Sep 2019 | OTRFX vs QFITX | |
| Quantified Common Ground Fund | Mid Cap Blend Equities | 53 | 16.84% | — | Dec 2019 | OTRFX vs QCGDX | |
| Grant Park Multi Alternative Strategies Fund | Macro Trading | 45 | 5.09% | — | Dec 2013 | OTRFX vs GPAIX | |
| Quantified Tactical Sectors Fund | Large Cap Blend Equities | 45 | 14.73% | — | Mar 2021 | OTRFX vs QTSSX | |
| Dynamic Alpha Macro Fund Institutional | Macro Trading | 25 | 4.32% | — | Jul 2023 | OTRFX vs DYMIX | |
| Campbell Systematic Macro Fund Class I Shares | Macro Trading | 11 | 8.65% | — | Mar 2013 | OTRFX vs EBSIX | |
| Spectrum Unconstrained Fund | Nontraditional Bonds | 37 | 1.57% | — | Apr 2021 | OTRFX vs SUNBX | |
| Quantified Rising Dividend Tactical Fund | Large Cap Blend Equities | 31 | 10.45% | — | Apr 2021 | OTRFX vs QRDTX |
Compare OTRFX with Any Fund or Stock
Compare OTRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OTRFX with funds that move differently
OnTrack Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OTRFX.
Explore OTRFX Diversifiers