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, 2017

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
ICON Long/Short SIOLZX27.87%8.2%10.91%3.52%—%9none%1.28%
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX19.924.184.155none1.98
Nuveen Equity Long/Short ANELAX18.376.859.8865.751.62
Calamos Phineus Long/Short ACPLSX16.2934.752.01
Invesco Long/Short Equity ALSQAX14.932.6975.501.85
Altegris/AACA Real Estate Long Short NRAANX14.7910.6871.00r1.8
Natixis ASG Tactical U.S. Market AUSMAX14.765.635.751.25
Alger Dynamic Opportunities ASPEDX14.494.657.1735.251.8
Hartford Long/Short Global Equity AHLOAX14.485.935.501.79
Toews Hedged Intl Developed MarketsTHIDX13.651.193.363none1.25
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, 2017

Alternative Funds - 3 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 NRAANX14.79%10.68%—%—%—%71.00%r1.8%
Guggenheim Risk Managed Real Estate AGURAX8.1610.2174.751.29
JPMorgan Opportunistic Equity Long/Short AJOELX7.078.3235.251.8
ICON Long/Short SIOLZX27.878.210.913.529none1.28
RMB Mendon Financial Long/Short ARMBFX5.68.0512.077.5785.00s1.75
Nuveen Equity Long/Short ANELAX18.376.859.8865.751.62
Prudential Long-Short Equity APLHAX8.466.6525.501.58
FundX Tactical UpgraderTACTX116.334.664none1.31
Hartford Long/Short Global Equity AHLOAX14.485.935.501.79
Schwab Hedged EquitySWHEX10.725.888.524.433none1.33
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, 2017

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
RMB Mendon Financial Long/Short ARMBFX5.6%8.05%12.07%7.57%—%85.00%s1.75%
ICON Long/Short SIOLZX27.878.210.913.529none1.28
Nuveen Equity Long/Short ANELAX18.376.859.8865.751.62
Guggenheim Alpha Opportunity ASAOAX9.044.199.857.0824.752.11
Weitz Partners III Opportunity InvestorWPOIX10.992.699.197.084none2.29
Schwab Hedged EquitySWHEX10.725.888.524.433none1.33
Diamond Hill Long Short ADIAMX8.393.858.514.2135.001.39
Hancock Horizon Quantitative Long/Short InvHHQAX4.673.037.862none1.53
Boston Partners Long/Short Research Inv**BPRRX6.63.947.572none1.66
James Long-Short FundJAZZX8.170.747.223none1.5
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, 2017

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**BPLEX4.09%3.05%6.29%10.59%—%4none%2.71%
RMB Mendon Financial Long/Short ARMBFX5.68.0512.077.5785.00s1.75
Weitz Partners III Opportunity InvestorWPOIX10.992.699.197.084none2.29
Guggenheim Alpha Opportunity ASAOAX9.044.199.857.0824.752.11
Schwab Hedged EquitySWHEX10.725.888.524.433none1.33
Diamond Hill Long Short ADIAMX8.393.858.514.2135.001.39
Highland Long/Short Equity AHEOAX7.262.094.723.6225.501.8
ICON Long/Short SIOLZX27.878.210.913.529none1.28
Wasatch Long/Short Fund InvFMLSX-2.88-4.731.973.1562.00r1.42
Aberdeen Equity Long-Short AMLSAX6.92.353.841.9225.751.59
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, 2017

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-3.38%-0.54%1.29%1.47%4.07%22.00%r1.4%
Federated Prudent Bear A BEARX-14.84-11.01-15.25-10.03-4.7745.501.76
Comstock Capital Val ADRCVX-19.08-14.21-17.95-12.84-10.3885.75s1.89
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.