Tool

Top-Performing Mutual Funds by Category

Alternative Funds

In the tables below, see the ten top-performing for the past 1-, 3-, 5-, 10- and 20-year periods. Click on any fund's symbol for a daily market snapshot of the fund.

The Kiplinger 25: Our Favorite No-Load Mutual Funds | Read All Fund Watch Columns

Data through August 31, 2016

Alternative Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
LoCorr Long/Short Equity ALEQAX17.87%4.87%—%—%—%95.75%s3.15%
Guggenheim Risk Managed Real Estate AGURAX17.4584.751.3
Boston Partners Long/Short Equity Inv**BPLEX15.076.358.1910.43none2.72
Altegris/AACA Real Estate Long Short NRAANX14.6817.0214.4771.00r1.8
CBRE Clarion Long/Short Inv+CLSVX8.645.973.193.7932.00r1.7
PIMCO RAE Worldwide Long/Short PLUS DPWLDX8.443none1.59
Wasatch Long/Short Fund InvFMLSX8.40.0744.2252.00r1.3
FundX Tactical UpgraderTACTX7.564.074.343none1.24
BlackRock Commodity Strategies Portfolio Inv ABCSAX6.29-8.8395.251.5
Invesco Long/Short Equity ALSQAX5.9235.501.85
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2016

Alternative Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Altegris/AACA Real Estate Long Short NRAANX14.68%17.02%14.47%—%—%71.00%r1.8%
Burnham Financial Long/Short ARMBFX2.1611.714.278.1155.00s1.85
Logan Capital Long/Short Fund Investor ClassLGNMX4.448.3331.00r2.14
Schwab Hedged EquitySWHEX5.87.618.483.9622.00r1.33
Guggenheim Alpha Opportunity ASAOAX3.477.2511.347.9924.752.11
Boston Partners Long/Short Equity Inv**BPLEX15.076.358.1910.43none2.72
Boston Partners Long/Short Research Inv**BPRRX3.886.298.842none1.64
Nuveen Equity Long/Short ANELAX6.158.9845.752.36
CBRE Clarion Long/Short Inv+CLSVX8.645.973.193.7932.00r1.7
Hancock Horizon Quantitative Long/Short AHHQAX0.675.978.971none1.63
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2016

Alternative Funds - 5 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Altegris/AACA Real Estate Long Short NRAANX14.68%17.02%14.47%—%—%71.00%r1.8%
Burnham Financial Long/Short ARMBFX2.1611.714.278.1155.00s1.85
Guggenheim Alpha Opportunity ASAOAX3.477.2511.347.9924.752.11
Nuveen Equity Long/Short ANELAX6.158.9845.752.36
Hancock Horizon Quantitative Long/Short AHHQAX0.675.978.971none1.63
Boston Partners Long/Short Research Inv**BPRRX3.886.298.842none1.64
Diamond Hill Long Short ADIAMX4.265.788.594.1635.001.39
ICON Long/Short SIOLZX-1.874.468.582.119none1.28
Schwab Hedged EquitySWHEX5.87.618.483.9622.00r1.33
Boston Partners Long/Short Equity Inv**BPLEX15.076.358.1910.43none2.72
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2016

Alternative Funds - 10 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Boston Partners Long/Short Equity Inv**BPLEX15.07%6.35%8.19%10.4%—%3none%2.72%
Burnham Financial Long/Short ARMBFX2.1611.714.278.1155.00s1.85
Guggenheim Alpha Opportunity ASAOAX3.477.2511.347.9924.752.11
Pimco EqS Long/Short D+PMHDX1.534.424.957.722none1.85
Wasatch Long/Short Fund InvFMLSX8.40.0744.2252.00r1.3
Diamond Hill Long Short ADIAMX4.265.788.594.1635.001.39
Caldwell & Orkin Market OpportunityCOAGX-8.532.073.414.055.5422.00r1.37
Schwab Hedged EquitySWHEX5.87.618.483.9622.00r1.33
CBRE Clarion Long/Short Inv+CLSVX8.645.973.193.7932.00r1.7
Guggenheim U.S. Long Short Momentum Fund Class HRYSRX-0.573.334.332.842none2.5
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2016

Alternative Funds - 20 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Caldwell & Orkin Market OpportunityCOAGX-8.53%2.07%3.41%4.05%5.54%22.00%r1.37%
Federated Prudent Bear A BEARX-10.46-13.78-16-8.54-4.9135.501.76
Comstock Capital Val ADRCVX-18.47-16.68-18.36-11.33-10.5885.75s1.88
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.