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 a closer substitute for your current allocation.
Cheapest Alternatives to SHIIX
SHIIX charges 1.23% annually. There are 15 mutual funds in the Options Trading category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | SHIIX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | SHIIX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | SHIIX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | SHIIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | SHIIX vs GTEYX |
Best Risk-Adjusted Alternatives to SHIIX
SHIIX has a PortfoliosLab risk / return rank of 84. There are 7 mutual funds in the Options Trading category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | SHIIX vs PPFIX | |
| Glenmede Secured Options Portfolio | 92 | — | Jun 2010 | SHIIX vs GTSOX | |
| MAI Managed Volatility Fund | 91 | — | Sep 2010 | SHIIX vs MAIPX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 89 | — | Feb 2017 | SHIIX vs EIVPX | |
| Easterly Hedged Equity Fund | 87 | — | Jul 2015 | SHIIX vs JDIEX |
Top Performing SHIIX Alternatives (YTD)
SHIIX is at 5.15% YTD. There are 18 mutual funds in the Options Trading category with higher YTD returns, going as high as 11.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 11.14% | — | Jan 2007 | SHIIX vs QQQX | |
| AlphaCentric Premium Opportunity Fund | 8.77% | — | Sep 2016 | SHIIX vs HMXIX | |
| Easterly Hedged Equity Fund | 8.08% | — | Jul 2015 | SHIIX vs JDIEX | |
| Glenmede Secured Options Portfolio | 7.74% | — | Jun 2010 | SHIIX vs GTSOX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.11% | — | Feb 2021 | SHIIX vs JHQDX |
Lowest Volatility Alternatives to SHIIX
SHIIX has 5.36% 1-year volatility. There are 5 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.86% | — | Nov 2016 | SHIIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.61% | — | Apr 2012 | SHIIX vs STTIX | |
| MAI Managed Volatility Fund | 4.84% | — | Sep 2010 | SHIIX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.17% | — | Oct 2017 | SHIIX vs BPRLX | |
| Rational Tactical Return Fund | 5.21% | — | Apr 2007 | SHIIX vs HRSTX |
Lowest Drawdown Alternatives to SHIIX
SHIIX has a 1-year max drawdown of -4.27%. There are 7 mutual funds in the Options Trading category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | -0.25% | — | Nov 2016 | SHIIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | SHIIX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | SHIIX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | SHIIX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | SHIIX vs JDIEX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 92 | 14.54% | — | Dec 1996 | SHIIX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 11 | 0.46% | — | Jul 2014 | SHIIX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 28 | 12.40% | — | Dec 2013 | SHIIX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 91 | 14.38% | — | Dec 2015 | SHIIX vs MBXAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 81 | 4.04% | — | May 2008 | SHIIX vs HIIFX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 15 | 3.97% | — | May 2008 | SHIIX vs TRIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 63 | 1.06% | — | Dec 2012 | SHIIX vs CFRIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 12 | 16.74% | — | Jul 2011 | SHIIX vs INSAX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 23 | 33.17% | — | Dec 2014 | SHIIX vs MLXIX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 62 | 6.18% | — | Jul 2011 | SHIIX vs TRXAX |
Often Compared With SHIIX
Investors most often compare SHIIX with IPSAX, IRONX, CPEAX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SHIIX with Any Fund or Stock
Compare SHIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SHIIX with funds that move differently
Catalyst Buffered Shield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHIIX.
Explore SHIIX Diversifiers