Top-Performing Mutual Funds by Category
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 January 31, 2021

Alternative Funds - 1 year

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
Alger Dynamic Opportunities ASPEDX41.06%16.45%15.18%9.31%—%25.25%2.01%
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX40.9217.9717.192none2
Toews Hedged Small & Mid CapTHSMX39.7611.019.494.393none1.25
Hussman Strategic GrowthHSGFX29.724.23-3.56-4.590.4621.50r1.15
Navigator Equity Hedged INAVIX27.996.699.384.042none1.07
Highland Long/Short Healthcare AHHCAX25.9815.059.276.3975.502.72
Toews Hedged Large-CapTHLGX25.8111.812.366.82none1.25
Aberdeen Equity Long-Short AMLSAX24.031614.377.673.8855.751.24
JPMorgan Opportunistic Equity Long/Short AJOELX22.756.188.6315.252.28
Altegris/AACA Real Estate Long Short NRAANX21.3713.7117.0871.00r2.17
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 January 31, 2021

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
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX40.92%17.97%17.19%—%—%2none%2%
Alger Dynamic Opportunities ASPEDX41.0616.4515.189.3125.252.01
Aberdeen Equity Long-Short AMLSAX24.031614.377.673.8855.751.24
Highland Long/Short Healthcare AHHCAX25.9815.059.276.3975.502.72
Altegris/AACA Real Estate Long Short NRAANX21.3713.7117.0871.00r2.17
Toews Hedged Large-CapTHLGX25.8111.812.366.82none1.25
Toews Hedged Small & Mid CapTHSMX39.7611.019.494.393none1.25
ICON Long/Short SIOLZX18.638.6416.3510.749none1.22
Weitz Partners III Opportunity InvestorWPOIX6.438.549.538.424none2.04
Balter Invenomic Fund Investor Class sharesBIVRX20.998.2431.00r3.08
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 January 31, 2021

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
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX40.92%17.97%17.19%—%—%2none%2%
Altegris/AACA Real Estate Long Short NRAANX21.3713.7117.0871.00r2.17
ICON Long/Short SIOLZX18.638.6416.3510.749none1.22
Alger Dynamic Opportunities ASPEDX41.0616.4515.189.3125.252.01
Aberdeen Equity Long-Short AMLSAX24.031614.377.673.8855.751.24
Toews Hedged Large-CapTHLGX25.8111.812.366.82none1.25
Weitz Partners III Opportunity InvestorWPOIX6.438.549.538.424none2.04
Toews Hedged Small & Mid CapTHSMX39.7611.019.494.393none1.25
Navigator Equity Hedged INAVIX27.996.699.384.042none1.07
Highland Long/Short Healthcare AHHCAX25.9815.059.276.3975.502.72
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 January 31, 2021

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
ICON Long/Short SIOLZX18.63%8.64%16.35%10.74%—%9none%1.22%
Alger Dynamic Opportunities ASPEDX41.0616.4515.189.3125.252.01
Weitz Partners III Opportunity InvestorWPOIX6.438.549.538.424none2.04
Aberdeen Equity Long-Short AMLSAX24.031614.377.673.8855.751.24
Toews Hedged Large-CapTHLGX25.8111.812.366.82none1.25
Nuveen Equity Long/Short ANELAX4.35-1.156.766.7125.752.98
Highland Long/Short Healthcare AHHCAX25.9815.059.276.3975.502.72
Diamond Hill Long Short ADIAMX0.432.426.126.185.6745.001.85
Guggenheim Alpha Opportunity ASAOAX7.79-4.861.375.6514.751.69
Hancock Horizon Quantitative Long/Short InvHHQAX-3.12-1.072.6852none1.5
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 January 31, 2021

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
Boston Partners Long/Short Equity Inv**BPLEX-9.17%-8.12%-0.63%2.51%7.1%2none%2.57%
Diamond Hill Long Short ADIAMX0.432.426.126.185.6745.001.85
Aberdeen Equity Long-Short AMLSAX24.031614.377.673.8855.751.24
Caldwell & Orkin Market OpportunityCOAGX19.484.990.823.192.82102.00r3.6
Forester Value NFVALX4.10.59-0.72-0.192.621none1.25
Hussman Strategic GrowthHSGFX29.724.23-3.56-4.590.4621.50r1.15
Federated Prudent Bear A BEARX-23.58-15.74-16.79-14.93-5.5635.502.85
Comstock Capital Val ADRCVX-7.73-14.8-14.39-8.9935.75s6.05
ProFunds Bear InvestorBRPIX-25.16-14.17-16.48-14.95-9.234none1.86
Grizzly Short FundGRZZX-43.75-24.91-23.72-17.22-11.529none2.84
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.
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