Catalyst Buffered Shield Fund (SHIIX) Alternatives
Catalyst Buffered Shield Fund (SHIIX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SHIIX. 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 SHIIX
SHIIX charges 1.23% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among SHIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | SHIIX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | Feb 26, 2021 | SHIIX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | Feb 25, 2021 | SHIIX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | SHIIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | SHIIX vs GTEYX |
Best Risk-Adjusted Alternatives to SHIIX
Among mutual funds in the Options 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 | |
|---|---|---|---|---|
| Princeton Premium Fund | 88 | Nov 15, 2016 | SHIIX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 70 | Feb 8, 2017 | SHIIX vs EIVPX | |
| Calamos Hedged Equity Fund | 67 | Dec 30, 2014 | SHIIX vs CIHEX | |
| Cavanal Hill Hedged Income Fund | 51 | Dec 27, 2020 | SHIIX vs APLIX | |
| Swan Defined Risk Fund | 49 | Jul 29, 2012 | SHIIX vs SDRIX |
Top Performing SHIIX Alternatives (YTD)
SHIIX alternatives from the Options Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 1.35% | Nov 15, 2016 | SHIIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -0.47% | Apr 1, 2012 | SHIIX vs STTIX | |
| Rational Tactical Return Fund | -1.80% | Apr 30, 2007 | SHIIX vs HRSTX | |
| Easterly Hedged Equity Fund | -2.00% | Jul 30, 2015 | SHIIX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -2.03% | Feb 8, 2017 | SHIIX vs EIVPX |
Lowest Volatility Alternatives to SHIIX
SHIIX alternatives from the Options Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | 2.37% | Apr 30, 2007 | SHIIX vs HRSTX | |
| Princeton Premium Fund | 3.59% | Nov 15, 2016 | SHIIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 4.10% | Apr 1, 2012 | SHIIX vs STTIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.76% | Feb 26, 2021 | SHIIX vs JHQDX | |
| Swan Defined Risk Fund | 8.63% | Jul 29, 2012 | SHIIX vs SDRIX |
Lowest Drawdown Alternatives to SHIIX
SHIIX alternatives from the Options Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | -2.42% | Apr 30, 2007 | SHIIX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.68% | Apr 1, 2012 | SHIIX vs STTIX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | SHIIX vs PPFIX | |
| Swan Defined Risk Fund | -5.34% | Jul 29, 2012 | SHIIX vs SDRIX | |
| JPMorgan Hedged Equity 2 Fund Class I | -5.41% | Feb 26, 2021 | SHIIX vs JHQDX |
Other Mutual Funds from Catalyst Mutual Funds
Most popular Catalyst Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 69 | 8.00% | Dec 31, 1996 | SHIIX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 3 | -17.98% | Jul 31, 2014 | SHIIX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 38 | -7.05% | Dec 30, 2013 | SHIIX vs CLPAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 85 | -3.01% | May 21, 2008 | SHIIX vs HIIFX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 67 | 7.93% | Dec 27, 2015 | SHIIX vs MBXAX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 6 | -15.16% | Jul 29, 2011 | SHIIX vs INSAX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 14 | -2.98% | May 20, 2008 | SHIIX vs TRIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 84 | -1.54% | Dec 30, 2012 | SHIIX vs CFRIX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 40 | 35.24% | Dec 21, 2014 | SHIIX vs MLXIX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 32 | -5.75% | Dec 22, 2011 | SHIIX vs CPEAX |
Often Compared With SHIIX
What investors most often compare with SHIIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cboe Vest US Large Cap 10% Buffer Fund | Options Trading | 42 | -3.93% | Aug 22, 2016 | SHIIX vs BUIGX | |
| IPS Strategic Capital Absolute Return Fund | Options Trading | 7 | -9.12% | Apr 14, 2016 | SHIIX vs IPSAX | |
| MAI Managed Volatility Fund | Options Trading | 42 | -2.75% | Sep 22, 2010 | SHIIX vs MAIPX | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 50 | -3.57% | Apr 29, 2005 | SHIIX vs ETB | |
| AlphaCentric Premium Opportunity Fund | Options Trading | 21 | -5.46% | Sep 29, 2016 | SHIIX vs HMXIX | |
| Glenmede Secured Options Portfolio | Options Trading | 34 | -2.70% | Jun 29, 2010 | SHIIX vs GTSOX | |
| JPMorgan Hedged Equity Fund | Options Trading | 26 | -5.70% | Dec 13, 2013 | SHIIX vs JHQAX |
Compare SHIIX with Any Fund or Stock
Compare SHIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.