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 June 30, 2020

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
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX32.58%17.5%11.76%—%—%2none%2.38%
Toews Hedged Large-CapTHLGX17.9311.975.466.881none1.25
Alger Dynamic Opportunities ASPEDX17.1812.618.398.3835.252.17
Altegris/AACA Real Estate Long Short NRAANX15.9110.9111.1571.00r2.17
Nuance Concentrated Value Long-Short Fund InvNCLIX13.065.921none3.6
Aberdeen Equity Long-Short AMLSAX12.3711.677.955.91.5245.751.25
Toews Hedged Small & Mid CapTHSMX12.066.440.713.892none1.25
Highland Long/Short Healthcare AHHCAX9.6510.280.015.6785.502.24
Neuberger Berman Long Short ANLSAX8.125.434.4415.752.13
Hussman Strategic GrowthHSGFX6.17-1.73-5.98-6.811.50r1.14
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 June 30, 2020

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+RLSFX32.58%17.5%11.76%—%—%2none%2.38%
Alger Dynamic Opportunities ASPEDX17.1812.618.398.3835.252.17
Toews Hedged Large-CapTHLGX17.9311.975.466.881none1.25
Aberdeen Equity Long-Short AMLSAX12.3711.677.955.91.5245.751.25
Altegris/AACA Real Estate Long Short NRAANX15.9110.9111.1571.00r2.17
Highland Long/Short Healthcare AHHCAX9.6510.280.015.6785.502.24
Toews Hedged Small & Mid CapTHSMX12.066.440.713.892none1.25
AllianceBernstein Select U.S. Long/Short AASLAX3.116.345.3214.251.91
Salient Broadmark Tactical Plus ASBTAX3.765.985.3615.501.65
Nuance Concentrated Value Long-Short Fund InvNCLIX13.065.921none3.6
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 June 30, 2020

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+RLSFX32.58%17.5%11.76%—%—%2none%2.38%
Altegris/AACA Real Estate Long Short NRAANX15.9110.9111.1571.00r2.17
Alger Dynamic Opportunities ASPEDX17.1812.618.398.3835.252.17
Aberdeen Equity Long-Short AMLSAX12.3711.677.955.91.5245.751.25
Guggenheim Risk Managed Real Estate AGURAX-4.923.996.9224.751.88
Toews Hedged Large-CapTHLGX17.9311.975.466.881none1.25
Salient Broadmark Tactical Plus ASBTAX3.765.985.3615.501.65
ICON Long/Short SIOLZX-1.514.115.329.319none1.25
AllianceBernstein Select U.S. Long/Short AASLAX3.116.345.3214.251.91
Natixis ASG Tactical U.S. Market AUSMAX-5.264.774.9755.751.24
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 June 30, 2020

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 SIOLZX-1.51%4.11%5.32%9.31%—%9none%1.25%
Weitz Partners III Opportunity InvestorWPOIX0.585.213.659.185none2.04
Guggenheim Alpha Opportunity ASAOAX-3.18-3.93-0.138.3814.751.64
Alger Dynamic Opportunities ASPEDX17.1812.618.398.3835.252.17
Nuveen Equity Long/Short ANELAX-2.692.693.718.1225.752.64
Toews Hedged Large-CapTHLGX17.9311.975.466.881none1.25
Hancock Horizon Quantitative Long/Short InvHHQAX-6.99-0.730.346.792none1.5
Diamond Hill Long Short ADIAMX-8.310.312.346.275.7545.001.85
Aberdeen Equity Long-Short AMLSAX12.3711.677.955.91.5245.751.25
Highland Long/Short Healthcare AHHCAX9.6510.280.015.6785.502.24
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 June 30, 2020

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-9.19%-5.21%0.31%5.29%8.73%3none%2.92%
Diamond Hill Long Short ADIAMX-8.310.312.346.275.7545.001.85
Forester Value NFVALX1.141.22-0.960.672.791none1.25
Aberdeen Equity Long-Short AMLSAX12.3711.677.955.91.5245.751.25
Caldwell & Orkin Market OpportunityCOAGX-16.85-5.64-5.14-0.491.492.00r3.19
Federated Prudent Bear A BEARX-10.08-12.77-11.58-14.78-3.7935.502.84
ProFunds Bear InvestorBRPIX-16.07-12.67-12.47-15.3-7.834none1.77
Comstock Capital Val ADRCVX-12.09-11.75-13.17-16.81-8.3245.75s6.05
Grizzly Short FundGRZZX-20.9-17.39-14.1-16.07-8.989none2.61
Direxion Monthly Small Cap Bear 2X Fund DXRSX-8.31-14.48-17.7-27.28-23.2610none1.39
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.
Advertisement