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 19 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 3 Fund | 0.60% | — | Feb 2021 | STTIX vs JHQTX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | STTIX vs JHQDX | |
| 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 14. There are 22 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 | |
| Easterly Hedged Equity Fund | 89 | — | Jul 2015 | STTIX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 87 | — | Feb 2017 | STTIX vs EIVPX | |
| MAI Managed Volatility Fund | 87 | — | Sep 2010 | STTIX vs MAIPX | |
| Glenmede Secured Options Portfolio | 86 | — | Jun 2010 | STTIX vs GTSOX |
Top Performing STTIX Alternatives (YTD)
STTIX is at -0.12% YTD. There are 23 mutual funds in the Options Trading category with higher YTD returns, going as high as 7.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AlphaCentric Premium Opportunity Fund | 7.82% | — | Sep 2016 | STTIX vs HMXIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 7.43% | — | Jan 2007 | STTIX vs QQQX | |
| Easterly Hedged Equity Fund | 7.41% | — | Jul 2015 | STTIX vs JDIEX | |
| Glenmede Secured Options Portfolio | 6.35% | — | Jun 2010 | STTIX vs GTSOX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 6.26% | — | Aug 2016 | STTIX vs BUIGX |
Lowest Volatility Alternatives to STTIX
STTIX has 3.56% 1-year volatility. There is 1 mutual fund in the Options Trading category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.85% | — | Nov 2016 | STTIX vs PPFIX | |
| MAI Managed Volatility Fund | 4.82% | — | Sep 2010 | STTIX vs MAIPX | |
| Rational Tactical Return Fund | 4.89% | — | Apr 2007 | STTIX vs HRSTX | |
| Beacon Planned Return Strategy Fund | 5.21% | — | Oct 2017 | STTIX vs BPRLX | |
| Catalyst Buffered Shield Fund | 5.39% | — | Apr 2015 | STTIX vs SHIIX |
Lowest Drawdown Alternatives to STTIX
STTIX has a 1-year max drawdown of -2.86%. There is 1 mutual fund in the Options Trading category with a shallower 1-year drawdown, 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 | -3.09% | — | 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 | 54 | 8.52% | — | Apr 2004 | STTIX vs ETFOX | |
| North Square Tactical Defensive Fund | Tactical Allocation | 50 | 7.02% | — | Sep 2006 | STTIX vs ETFRX |
Often Compared With STTIX
Investors most often compare STTIX with SDRIX, APLIX, HNDRX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Swan Defined Risk Fund | Options Trading | 59 | 5.55% | — | Jul 2012 | STTIX vs SDRIX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 50 | 5.40% | — | Dec 2020 | STTIX vs APLIX | |
| Horizon Defined Risk Fund | Options Trading | 67 | 4.79% | — | Dec 2017 | STTIX vs HNDRX | |
| Gateway Fund | Options Trading | 68 | 4.39% | — | Dec 1977 | STTIX vs GATEX | |
| Swan Defined Risk Growth Fund | Options Trading | 44 | 5.35% | — | Dec 2018 | STTIX vs SDAIX | |
| Calamos Hedged Equity Fund | Options Trading | 71 | 5.21% | — | Dec 2014 | STTIX vs CIHEX | |
| IPS Strategic Capital Absolute Return Fund | Options Trading | 9 | 0.30% | — | Apr 2016 | STTIX vs IPSAX | |
| JPMorgan Hedged Equity Fund | Options Trading | 12 | -1.81% | — | Dec 2013 | STTIX vs JHQAX | |
| Ironclad Managed Risk Fund | Options Trading | 36 | 4.01% | — | Oct 2010 | STTIX vs IRONX | |
| XAI Madison Equity Premium Income Fund | Options Trading | 4 | -2.76% | — | Jan 2015 | STTIX vs MCN | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 35 | 3.78% | — | Apr 2005 | STTIX vs ETB |
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