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 | 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 | |
| Altegris Futures Evolution Strategy Fund | 1.34% | — | Oct 2011 | RWSIX vs EVOIX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | 1.47% | — | Jul 2010 | RWSIX vs ASFYX |
Best Risk-Adjusted Alternatives to RWSIX
RWSIX has a PortfoliosLab risk / return rank of 25. There are 22 mutual funds in the Systematic Trend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Market Trend Fund | 94 | — | Jun 2014 | RWSIX vs LOTIX | |
| AQR Trend Total Return Fund | 93 | — | Dec 2021 | RWSIX vs QNZNX | |
| AQR Managed Futures Strategy Fund | 91 | — | Jan 2010 | RWSIX vs AQMIX | |
| AQR Managed Futures Strategy Fund Class N | 91 | — | Jan 2010 | RWSIX vs AQMNX | |
| American Beacon AHL Managed Futures Strategy Fund ... | 88 | — | Aug 2014 | RWSIX vs AHLIX |
Top Performing RWSIX Alternatives (YTD)
RWSIX is at 8.59% YTD. There are 15 mutual funds in the Systematic Trend category with higher YTD returns, going as high as 22.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Market Trend Fund | 22.25% | — | Jun 2014 | RWSIX vs LOTIX | |
| AQR CVX Fusion Fund Class R6 | 15.48% | — | Jun 2025 | RWSIX vs QCFRX | |
| AQR CVX Fusion Fund Class I | 15.41% | — | Jun 2025 | RWSIX vs QCFIX | |
| AQR CVX Fusion Fund Class N | 15.24% | — | Jun 2025 | RWSIX vs QCFNX | |
| AQR Trend Total Return Fund | 14.04% | — | Dec 2021 | RWSIX vs QNZNX |
Lowest Volatility Alternatives to RWSIX
RWSIX has 11.09% 1-year volatility. There are 14 mutual funds in the Systematic Trend category with lower 1-year volatility, going as low as 5.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Macro Strategies Fund | 5.70% | — | Mar 2011 | RWSIX vs LFMAX | |
| LoCorr Long/Short Commodity Strategies Fund | 5.94% | — | Dec 2011 | RWSIX vs LCSIX | |
| Abbey Capital Futures Strategy Fund Class A | 7.86% | — | Aug 2014 | RWSIX vs ABYAX | |
| Abbey Capital Futures Strategy Fund Class I | 7.87% | — | Jul 2014 | RWSIX vs ABYIX | |
| Goldman Sachs Managed Futures Strategy Fund Class ... | 8.18% | — | Feb 2012 | RWSIX vs GMSAX |
Lowest Drawdown Alternatives to RWSIX
RWSIX has a 1-year max drawdown of -8.37%. There are 21 mutual funds in the Systematic Trend category with shallower 1-year drawdowns, going as shallow as -2.53%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Macro Strategies Fund | -2.53% | — | Mar 2011 | RWSIX vs LFMAX | |
| Abbey Capital Futures Strategy Fund Class I | -3.33% | — | Jul 2014 | RWSIX vs ABYIX | |
| Abbey Capital Futures Strategy Fund Class A | -3.36% | — | Aug 2014 | RWSIX vs ABYAX | |
| PIMCO TRENDS Managed Futures Strategy Fund Institu... | -4.63% | — | Jan 2014 | RWSIX vs PQTIX | |
| PIMCO TRENDS Managed Futures Strategy Fund Class A | -4.66% | — | Dec 2013 | RWSIX vs PQTAX |
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 | 3.60% | — | Jun 2023 | RWSIX vs CREMX | |
| Redwood AlphaFactor Tactical International Fund | Foreign Large Cap Equities | 36 | 7.02% | — | Nov 2017 | RWSIX vs RWIIX | |
| Redwood Managed Volatility Fund | Nontraditional Bonds | 77 | 1.43% | — | Dec 2013 | RWSIX vs RWDIX | |
| Redwood Managed Municipal Income Fund | High Yield Muni | 35 | 0.25% | — | Mar 2017 | RWSIX vs RWMIX |
Often Compared With RWSIX
Investors most often compare RWSIX with QMHNX, PQTPX, QNZIX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy HV Fund Class N | Systematic Trend | 85 | 12.11% | — | Jul 2013 | RWSIX vs QMHNX | |
| PIMCO TRENDS Managed Futures Strategy Fund | Systematic Trend | 66 | 4.15% | — | Dec 2013 | RWSIX vs PQTPX | |
| AQR Trend Total Return Fund Class I | Systematic Trend | 93 | 14.13% | — | Dec 2021 | RWSIX vs QNZIX | |
| Arrow Managed Futures Stragegy Fund | Systematic Trend | 71 | 10.62% | — | Apr 2010 | RWSIX vs MFTFX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 85 | 12.18% | — | Jul 2013 | RWSIX vs QMHIX | |
| Arrow Managed Futures Strategy Fund Institutional ... | Systematic Trend | 71 | 10.86% | — | Apr 2010 | RWSIX vs MFTNX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 54 | 6.76% | — | Mar 2007 | RWSIX vs RYMTX | |
| American Beacon AHL Managed Futures Strategy Fund | Systematic Trend | 88 | 10.73% | — | Aug 2014 | RWSIX vs AHLPX | |
| Manteio Managed Futures Fund A | Systematic Trend | 17 | 2.56% | — | Sep 2012 | RWSIX vs CSAAX | |
| AlphaSimplex Managed Futures Strategy Fund Class A | Systematic Trend | 50 | 9.32% | — | Jul 2010 | RWSIX vs AMFAX |
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