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 a closer substitute for your current allocation.
Cheapest Alternatives to STTIX
STTIX charges 1.38% annually. There are 18 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 | STTIX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | STTIX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | STTIX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | STTIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | STTIX vs GTEYX |
Best Risk-Adjusted Alternatives to STTIX
STTIX has a PortfoliosLab risk / return rank of 20. There are 21 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 | STTIX vs PPFIX | |
| MAI Managed Volatility Fund | 93 | — | Sep 2010 | STTIX vs MAIPX | |
| Easterly Hedged Equity Fund | 91 | — | Jul 2015 | STTIX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 91 | — | Feb 2017 | STTIX vs EIVPX | |
| Glenmede Secured Options Portfolio | 87 | — | Jun 2010 | STTIX vs GTSOX |
Top Performing STTIX Alternatives (YTD)
STTIX is at 0.10% YTD. There are 22 mutual funds in the Options Trading category with higher YTD returns, going as high as 10.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AlphaCentric Premium Opportunity Fund | 10.28% | — | Sep 2016 | STTIX vs HMXIX | |
| Easterly Hedged Equity Fund | 8.68% | — | Jul 2015 | STTIX vs JDIEX | |
| Swan Defined Risk Growth Fund | 6.92% | — | Dec 2018 | STTIX vs SDAIX | |
| Swan Defined Risk Fund | 6.77% | — | Jul 2012 | STTIX vs SDRIX | |
| Calamos Hedged Equity Fund | 6.67% | — | Dec 2014 | STTIX vs CIHEX |
Lowest Volatility Alternatives to STTIX
STTIX has 3.65% 1-year volatility. There are 2 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.84% | — | Nov 2016 | STTIX vs PPFIX | |
| Rational Tactical Return Fund | 3.49% | — | Apr 2007 | STTIX vs HRSTX | |
| MAI Managed Volatility Fund | 4.70% | — | Sep 2010 | STTIX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.14% | — | Oct 2017 | STTIX vs BPRLX | |
| Catalyst Buffered Shield Fund | 5.26% | — | Apr 2015 | STTIX vs SHIIX |
Lowest Drawdown Alternatives to STTIX
STTIX has a 1-year max drawdown of -2.86%. There are 2 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 | STTIX vs PPFIX | |
| Rational Tactical Return Fund | -2.42% | — | Apr 2007 | STTIX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | STTIX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | STTIX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -3.81% | — | Feb 2017 | STTIX vs EIVPX |
Other Mutual Funds from Stadion Funds
The 2 most viewed Stadion Funds mutual funds shown here include ETFOX, ETFRX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Square Tactical Growth Fund | Tactical Allocation | 55 | 9.46% | — | Apr 2004 | STTIX vs ETFOX | |
| North Square Tactical Defensive Fund | Tactical Allocation | 52 | 7.91% | — | Sep 2006 | STTIX vs ETFRX |
Often Compared With STTIX
Investors most often compare STTIX with APLIX, HNDRX, BUIGX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cavanal Hill Hedged Income Fund | Options Trading | 55 | 6.46% | — | Dec 2020 | STTIX vs APLIX | |
| Horizon Defined Risk Fund | Options Trading | 68 | 4.88% | — | Dec 2017 | STTIX vs HNDRX | |
| Cboe Vest US Large Cap 10% Buffer Fund | Options Trading | 66 | 6.52% | — | Aug 2016 | STTIX vs BUIGX | |
| Gateway Fund | Options Trading | 75 | 4.80% | — | Dec 1977 | STTIX vs GATEX | |
| JPMorgan Hedged Equity Fund | Options Trading | 14 | -1.95% | — | Dec 2013 | STTIX vs JHQAX | |
| IPS Strategic Capital Absolute Return Fund | Options Trading | 15 | 3.87% | — | Apr 2016 | STTIX vs IPSAX | |
| Ironclad Managed Risk Fund | Options Trading | 43 | 5.42% | — | Oct 2010 | STTIX vs IRONX | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 43 | 5.02% | — | Apr 2005 | STTIX vs ETB | |
| XAI Madison Equity Premium Income Fund | Options Trading | 10 | 2.18% | — | Jan 2015 | STTIX vs MCN |
Compare STTIX with Any Fund or Stock
Compare STTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STTIX with funds that move differently
North SquareTrilogy Alternative Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STTIX.
Explore STTIX Diversifiers