Redwood Systematic Macro Trend ("SMarT") Fund (RWSIX) belongs to the Systematic Trend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RWSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RWSIX
RWSIX charges 1.30% annually. There is 1 mutual fund in the Systematic Trend category with a lower expense ratio, going as low as 1.25%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund - Class I | 1.25% | — | Jan 2010 | RWSIX vs AQMIX | |
| Credit Suisse Managed Futures Strategy Fund | 1.30% | — | Sep 2012 | RWSIX vs CSAIX | |
| Goldman Sachs Managed Futures Strategy Fund | 1.33% | — | Feb 2012 | RWSIX vs GFIRX | |
| Winton Managed Futures Trend Fund | 1.34% | — | Oct 2011 | RWSIX vs EVOIX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | 1.45% | — | Jul 2010 | RWSIX vs ASFYX |
Best Risk-Adjusted Alternatives to RWSIX
RWSIX has a PortfoliosLab risk / return rank of 48. There are 24 mutual funds in the Systematic Trend category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Market Trend Fund | 97 | — | Jun 2014 | RWSIX vs LOTIX | |
| American Beacon AHL Managed Futures Strategy Fund ... | 94 | — | Aug 2014 | RWSIX vs AHLIX | |
| American Beacon AHL Managed Futures Strategy Fund | 93 | — | Aug 2014 | RWSIX vs AHLPX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 92 | — | Dec 1996 | RWSIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | 92 | — | Dec 2015 | RWSIX vs MBXAX |
Top Performing RWSIX Alternatives (YTD)
RWSIX is at 9.41% YTD. There are 15 mutual funds in the Systematic Trend category with higher YTD returns, going as high as 23.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Market Trend Fund | 23.96% | — | Jun 2014 | RWSIX vs LOTIX | |
| AQR CVX Fusion Fund Class R6 | 14.04% | — | Jun 2025 | RWSIX vs QCFRX | |
| AQR CVX Fusion Fund Class I | 13.96% | — | Jun 2025 | RWSIX vs QCFIX | |
| AQR CVX Fusion Fund Class N | 13.80% | — | Jun 2025 | RWSIX vs QCFNX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 13.75% | — | Dec 1996 | RWSIX vs MBXIX |
Lowest Volatility Alternatives to RWSIX
RWSIX has 11.05% 1-year volatility. There are 16 mutual funds in the Systematic Trend category with lower 1-year volatility, going as low as 5.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Macro Strategies Fund | 5.80% | — | Mar 2011 | RWSIX vs LFMAX | |
| LoCorr Long/Short Commodity Strategies Fund | 6.05% | — | Dec 2011 | RWSIX vs LCSIX | |
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | RWSIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | RWSIX vs MBXIX | |
| Abbey Capital Futures Strategy Fund Class I | 7.94% | — | Jul 2014 | RWSIX vs ABYIX |
Lowest Drawdown Alternatives to RWSIX
RWSIX has a 1-year max drawdown of -8.37%. There are 23 mutual funds in the Systematic Trend category with shallower 1-year drawdowns, going as shallow as -3.50%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon AHL Managed Futures Strategy Fund | -3.50% | — | Aug 2014 | RWSIX vs AHLPX | |
| American Beacon AHL Managed Futures Strategy Fund ... | -3.52% | — | Aug 2014 | RWSIX vs AHLIX | |
| LoCorr Macro Strategies Fund | -3.56% | — | Mar 2011 | RWSIX vs LFMAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | RWSIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | RWSIX vs MBXAX |
Other Mutual Funds from Redwood
The 4 most viewed Redwood mutual funds shown here include CREMX, RWIIX, RWDIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | REIT | 100 | 4.02% | — | Jun 2023 | RWSIX vs CREMX | |
| Redwood AlphaFactor Tactical International Fund | Foreign Large Cap Equities | 59 | 7.94% | — | Nov 2017 | RWSIX vs RWIIX | |
| Redwood Managed Volatility Fund | Nontraditional Bonds | 64 | 0.87% | — | Dec 2013 | RWSIX vs RWDIX | |
| Redwood Managed Municipal Income Fund | High Yield Muni | 12 | -1.16% | — | Mar 2017 | RWSIX vs RWMIX |
Often Compared With RWSIX
Investors most often compare RWSIX with AQMNX, QMHNX, ABYAX. These 15 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare RWSIX with Any Fund or Stock
Compare RWSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RWSIX with funds that move differently
Redwood Systematic Macro Trend ("SMarT") Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RWSIX.
Explore RWSIX Diversifiers