OnTrack Core Fund (OTRFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OTRFX
OTRFX charges 2.58% annually. Among mutual funds in the Macro Trading category, these options have the lowest expense ratios among OTRFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 0.78% | Oct 31, 1990 | OTRFX vs CGFIX | |
| Fulcrum Diversified Absolute Return Fund | 1.04% | Jul 30, 2015 | OTRFX vs FARYX | |
| MFS Global Alternative Strategy Fund | 1.05% | Dec 19, 2007 | OTRFX vs DVRIX | |
| BlackRock Tactical Opportunities Fund | 1.08% | Dec 28, 1988 | OTRFX vs PCBAX | |
| AQR Macro Opportunities Fund | 1.20% | Apr 7, 2014 | OTRFX vs QGMIX |
Best Risk-Adjusted Alternatives to OTRFX
Among mutual funds in the Macro Trading 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 | |
|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 99 | Dec 28, 2012 | OTRFX vs EGRAX | |
| Fulcrum Diversified Absolute Return Fund | 97 | Jul 30, 2015 | OTRFX vs FARYX | |
| Dunham Dynamic Macro Fund | 92 | Apr 28, 2010 | OTRFX vs DNAVX | |
| Quantified Alternative Investment Fund | 90 | Aug 8, 2013 | OTRFX vs QALTX | |
| Dynamic Alpha Macro Fund Institutional | 81 | Jul 31, 2023 | OTRFX vs DYMIX |
Top Performing OTRFX Alternatives (YTD)
OTRFX alternatives from the Macro Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 7.93% | Dec 27, 2015 | OTRFX vs MBXAX | |
| Campbell Systematic Macro Fund Class I Shares | 7.80% | Mar 4, 2013 | OTRFX vs EBSIX | |
| Campbell Systematic Macro Fund Class A Shares | 7.79% | Mar 4, 2013 | OTRFX vs EBSAX | |
| Standpoint Multi-Asset Fund Investor Class | 6.45% | Dec 30, 2019 | OTRFX vs REMIX | |
| Fulcrum Diversified Absolute Return Fund | 6.28% | Jul 30, 2015 | OTRFX vs FARYX |
Lowest Volatility Alternatives to OTRFX
OTRFX alternatives from the Macro Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 3.48% | Oct 31, 1990 | OTRFX vs CGFIX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.73% | Dec 28, 2012 | OTRFX vs EGRAX | |
| Dunham Dynamic Macro Fund | 4.40% | Apr 28, 2010 | OTRFX vs DNAVX | |
| MFS Global Alternative Strategy Fund | 4.76% | Dec 19, 2007 | OTRFX vs DVRIX | |
| BlackRock Tactical Opportunities Fund | 6.77% | Dec 28, 1988 | OTRFX vs PCBAX |
Lowest Drawdown Alternatives to OTRFX
OTRFX alternatives from the Macro Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dunham Dynamic Macro Fund | -2.13% | Apr 28, 2010 | OTRFX vs DNAVX | |
| abrdn Global Absolute Return Strategies Fund | -2.78% | Oct 31, 1990 | OTRFX vs CGFIX | |
| Eaton Vance Global Macro Absolute Return Advantage... | -3.02% | Dec 28, 2012 | OTRFX vs EGRAX | |
| Fulcrum Diversified Absolute Return Fund | -3.26% | Jul 30, 2015 | OTRFX vs FARYX | |
| MFS Global Alternative Strategy Fund | -3.45% | Dec 19, 2007 | OTRFX vs DVRIX |
Other Mutual Funds from Advisors Preferred
Most popular Advisors Preferred mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Spectrum Low Volatility Fund | Nontraditional Bonds | 89 | 0.21% | Dec 15, 2013 | OTRFX vs SVARX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 93 | -0.92% | — | OTRFX vs HFSAX | |
| Spectrum Active Advantage Fund | Tactical Allocation | 48 | -5.79% | May 31, 2015 | OTRFX vs SAPEX | |
| Kensington Managed Income Fund | Nontraditional Bonds | 39 | -1.31% | May 30, 2019 | OTRFX vs KAMIX | |
| Quantified Pattern Recognition Fund | Diversified Portfolio | 60 | -9.64% | Aug 29, 2019 | OTRFX vs QSPMX | |
| Hundredfold Select Alternative Fund | Tactical Allocation | 90 | -1.16% | Aug 31, 2004 | OTRFX vs SFHYX | |
| Quantified STF Fund | Tactical Allocation | 23 | -12.01% | Nov 12, 2015 | OTRFX vs QSTFX | |
| Quantified Evolution Plus Fund | Tactical Allocation | 56 | 38.56% | Sep 29, 2019 | OTRFX vs QEVOX | |
| Quantified Market Leaders Fund | Tactical Allocation | 18 | -3.62% | Aug 8, 2013 | OTRFX vs QMLFX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | OTRFX vs QBDSX |
Often Compared With OTRFX
What investors most often compare with OTRFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | OTRFX vs VOO | |
| Quantified Common Ground Fund | Mid Cap Blend Equities | 21 | 2.93% | Dec 26, 2019 | OTRFX vs QCGDX | |
| Quantified Tactical Fixed Income Fund | Nontraditional Bonds | 0 | -3.93% | Sep 12, 2019 | OTRFX vs QFITX | |
| Grant Park Multi Alternative Strategies Fund | Macro Trading | 80 | 1.93% | Dec 30, 2013 | OTRFX vs GPAIX | |
| Rational/ReSolve Adaptive Asset Allocation Fund | Macro Trading | 37 | 2.69% | Sep 29, 2016 | OTRFX vs RDMIX |
Compare OTRFX with Any Fund or Stock
Compare OTRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.