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 December 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
Balter Invenomic Fund Investor Class sharesBIVRX61.21%25.89%—%—%—%91.00%r3.08%
Aberdeen Equity Long-Short AMLSAX57.0438.8223.7712.967.8785.751.24
Guggenheim Risk Managed Real Estate AGURAX41.6921.6113.6134.751.38
Rydex Basic Commodities HRYMBX39.067.061.65-6.8310none1.61
Goldman Sachs Commodity Strategy AGSCAX33.035.910.93-6.2104.500.8
VanEck CM Commodity Index ACMCAX32.9613.366.58-1.2255.750.95
Columbia Commodity Strategy ACCSAX31.8611.713.9-2.8935.751.14
Boston Partners Long/Short Equity Inv**BPLEX31.7210.222.975.827.865none2.6
DoubleLine Strategic Commodity NDLCMX30.978.644.476none1.34
Eaton Vance Parametric Commodity Strategy InvEAPCX29.615.098.020.093none0.93
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 December 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
Aberdeen Equity Long-Short AMLSAX57.04%38.82%23.77%12.96%7.87%85.75%1.24%
Altegris/AACA Real Estate Long Short NRAANX8.6226.715.4761.00r2.22
ICON Long/Short SIOLZX26.7326.6516.5113.369none1.1
Balter Invenomic Fund Investor Class sharesBIVRX61.2125.8991.00r3.08
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX1.8423.4517.513none2
Guggenheim Risk Managed Real Estate AGURAX41.6921.6113.6134.751.38
Caldwell & Orkin Market OpportunityCOAGX27.1720.68.385.543.8102.00r3.56
Alger Dynamic Opportunities ASPEDX3.919.9514.5310.3835.252
Weitz Partners III Opportunity InvestorWPOIX11.817.549.949.334none2.09
Toews Hedged Large-CapTHLGX2.5916.9412.999.322none1.25
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 December 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
Aberdeen Equity Long-Short AMLSAX57.04%38.82%23.77%12.96%7.87%85.75%1.24%
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX1.8423.4517.513none2
ICON Long/Short SIOLZX26.7326.6516.5113.369none1.1
Altegris/AACA Real Estate Long Short NRAANX8.6226.715.4761.00r2.22
Alger Dynamic Opportunities ASPEDX3.919.9514.5310.3835.252
Guggenheim Risk Managed Real Estate AGURAX41.6921.6113.6134.751.38
Toews Hedged Large-CapTHLGX2.5916.9412.999.322none1.25
AllianceBernstein Select U.S. Long/Short AASLAX17.3914.6510.6714.251.86
JPMorgan Opportunistic Equity Long/Short AJOELX12.0913.1210.5925.252.66
Weitz Partners III Opportunity InvestorWPOIX11.817.549.949.334none2.09
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 December 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 SIOLZX26.73%26.65%16.51%13.36%—%9none%1.1%
Aberdeen Equity Long-Short AMLSAX57.0438.8223.7712.967.8785.751.24
Alger Dynamic Opportunities ASPEDX3.919.9514.5310.3835.252
Nuveen Equity Long/Short ANELAX29.2710.719.4910.0435.752.53
Weitz Partners III Opportunity InvestorWPOIX11.817.549.949.334none2.09
Toews Hedged Large-CapTHLGX2.5916.9412.999.322none1.25
Diamond Hill Long Short ADIAMX19.0313.267.318.236.964none1.81
Hancock Horizon Quantitative Long/Short InvQAMNX23.239.595.967.3425.501.61
Neuberger Berman Long Short ANLSAX8.6513.348.847.0315.752.15
Guggenheim Alpha Opportunity ASAOAX14.383.851.336.6124.751.76
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 December 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
Aberdeen Equity Long-Short AMLSAX57.04%38.82%23.77%12.96%7.87%85.75%1.24%
Boston Partners Long/Short Equity Inv**BPLEX31.7210.222.975.827.865none2.6
Diamond Hill Long Short ADIAMX19.0313.267.318.236.964none1.81
Caldwell & Orkin Market OpportunityCOAGX27.1720.68.385.543.8102.00r3.56
Forester Value NFVALX0.050.710.1-0.162.421none1.25
Hussman Strategic GrowthHSGFX-0.23-2.49-2.52-6.1-0.9721.50r1.15
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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