North SquareTrilogy Alternative Return Fund (STTIX) Alternatives
North SquareTrilogy Alternative Return Fund (STTIX) 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 STTIX. 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 STTIX
STTIX charges 1.38% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among STTIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | STTIX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | Feb 26, 2021 | STTIX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | Feb 25, 2021 | STTIX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | STTIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | STTIX vs GTEYX |
Best Risk-Adjusted Alternatives to STTIX
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 | 92 | Nov 15, 2016 | STTIX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 75 | Feb 8, 2017 | STTIX vs EIVPX | |
| Calamos Hedged Equity Fund | 73 | Dec 30, 2014 | STTIX vs CIHEX | |
| Catalyst Buffered Shield Fund | 68 | Apr 13, 2015 | STTIX vs SHIIX | |
| Easterly Hedged Equity Fund | 58 | Jul 30, 2015 | STTIX vs JDIEX |
Top Performing STTIX Alternatives (YTD)
STTIX 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 | STTIX vs PPFIX | |
| Easterly Hedged Equity Fund | 0.00% | Jul 30, 2015 | STTIX vs JDIEX | |
| Glenmede Secured Options Portfolio | -0.07% | Jun 29, 2010 | STTIX vs GTSOX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -0.30% | Feb 8, 2017 | STTIX vs EIVPX | |
| Rational Tactical Return Fund | -0.55% | Apr 30, 2007 | STTIX vs HRSTX |
Lowest Volatility Alternatives to STTIX
STTIX alternatives from the Options Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | 2.68% | Apr 30, 2007 | STTIX vs HRSTX | |
| Princeton Premium Fund | 3.58% | Nov 15, 2016 | STTIX vs PPFIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.82% | Feb 26, 2021 | STTIX vs JHQDX | |
| Swan Defined Risk Fund | 8.74% | Jul 29, 2012 | STTIX vs SDRIX | |
| Calamos Hedged Equity Fund | 9.28% | Dec 30, 2014 | STTIX vs CIHEX |
Lowest Drawdown Alternatives to STTIX
STTIX 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 | STTIX vs HRSTX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | STTIX vs PPFIX | |
| Swan Defined Risk Fund | -5.34% | Jul 29, 2012 | STTIX vs SDRIX | |
| JPMorgan Hedged Equity 2 Fund Class I | -5.41% | Feb 26, 2021 | STTIX vs JHQDX | |
| Calamos Hedged Equity Fund | -5.82% | Dec 30, 2014 | STTIX vs CIHEX |
Other Mutual Funds from Stadion Funds
Most popular Stadion Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| North Square Tactical Growth Fund | Tactical Allocation | 54 | -3.21% | Apr 29, 2004 | STTIX vs ETFOX | |
| North Square Tactical Defensive Fund | Tactical Allocation | 32 | -1.57% | Sep 14, 2006 | STTIX vs ETFRX |
Often Compared With STTIX
What investors most often compare with STTIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cboe Vest US Large Cap 10% Buffer Fund | Options Trading | 53 | -2.01% | Aug 22, 2016 | STTIX vs BUIGX | |
| Gateway Fund | Options Trading | 37 | -3.07% | Dec 6, 1977 | STTIX vs GATEX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 53 | -3.76% | Dec 27, 2020 | STTIX vs APLIX | |
| Horizon Defined Risk Fund | Options Trading | 52 | -1.60% | Dec 27, 2017 | STTIX vs HNDRX | |
| AlphaCentric Premium Opportunity Fund | Options Trading | 25 | -3.62% | Sep 29, 2016 | STTIX vs HMXIX | |
| IPS Strategic Capital Absolute Return Fund | Options Trading | 7 | -8.03% | Apr 14, 2016 | STTIX vs IPSAX | |
| MAI Managed Volatility Fund | Options Trading | 49 | -0.99% | Sep 22, 2010 | STTIX vs MAIPX | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 49 | -1.63% | Apr 29, 2005 | STTIX vs ETB | |
| JPMorgan Hedged Equity Fund | Options Trading | 31 | -4.99% | Dec 13, 2013 | STTIX vs JHQAX | |
| Swan Defined Risk Growth Fund | Options Trading | 51 | -4.78% | Dec 26, 2018 | STTIX vs SDAIX | |
| Ironclad Managed Risk Fund | Options Trading | 33 | -3.04% | Oct 14, 2010 | STTIX vs IRONX |
Compare STTIX with Any Fund or Stock
Compare STTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.