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 April 30, 2018

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
Credit Suisse Commodity Access Strategy Fund Class ACRCAX21.08%-3.68%-7.23%—%—%104.75%1.15%
Rydex Basic Commodities HRYMBX20.92-7.35-11.48-12.8210none1.65
Goldman Sachs Commodity Strategy AGSCAX19.72-6.11-9.73-11.2104.500.86
DoubleLine Strategic Commodity NDLCMX19.074none1.35
Invesco Long/Short Equity ALSQAX15.6510.7885.501.57
Nuveen Equity Long/Short ANELAX14.859.2510.4965.751.62
Natixis ASG Tactical U.S. Market AUSMAX14.727.2445.751.24
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX14.26.525.96none2
ALPS | CoreCommodity Management CompleteCommodities Strategy AJCRAX13.99-0.78-4.4182.00r1.38
ICON Long/Short SIOLZX13.778.5710.765.1110none1.25
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 April 30, 2018

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
Invesco Long/Short Equity ALSQAX15.65%10.78%—%—%—%85.50%1.57%
Nuveen Equity Long/Short ANELAX14.859.2510.4965.751.62
Altegris/AACA Real Estate Long Short NRAANX5.848.6881.00r1.72
ICON Long/Short SIOLZX13.778.5710.765.1110none1.25
Natixis ASG Tactical U.S. Market AUSMAX14.727.2445.751.24
Schwab Hedged EquitySWHEX6.266.767.825.652none
FundX Tactical UpgraderTACTX9.216.645.580.44none1.35
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX14.26.525.96none2
JPMorgan Opportunistic Equity Long/Short AJOELX7.396.3935.251.83
Boston Partners Long/Short Equity Inv**BPLEX2.146.294.8811.254none2.64
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 April 30, 2018

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
ICON Long/Short SIOLZX13.77%8.57%10.76%5.11%—%10none%1.25%
Nuveen Equity Long/Short ANELAX14.859.2510.4965.751.62
RMB Mendon Financial Long/Short ARMBFX0.736.110.128.5985.00s1.58
Schwab Hedged EquitySWHEX6.266.767.825.652none
Logan Capital Long/Short Fund Investor ClassNWLGX7.815.347.323none1.99
Alger Dynamic Opportunities ASPEDX12.165.577.0535.252.51
Guggenheim Alpha Opportunity ASAOAX-1.463.016.926.624.752
Hancock Horizon Quantitative Long/Short InvHHQAX5.974.026.531none1.34
Boston Partners Long/Short Research Inv**BPRRX5.733.836.292none1.63
Diamond Hill Long Short ADIAMX-0.033.296.083.6935.001.37
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 April 30, 2018

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**BPLEX2.14%6.29%4.88%11.25%—%4none%2.64%
RMB Mendon Financial Long/Short ARMBFX0.736.110.128.5985.00s1.58
Weitz Partners III Opportunity InvestorWPOIX-2.85-0.764.228.314none2.29
Guggenheim Alpha Opportunity ASAOAX-1.463.016.926.624.752
Schwab Hedged EquitySWHEX6.266.767.825.652none
ICON Long/Short SIOLZX13.778.5710.765.1110none1.25
Highland Long/Short Equity AHEOAX9.482.835.494.2125.501.83
Diamond Hill Long Short ADIAMX-0.033.296.083.6935.001.37
Wasatch Long/Short Fund InvFMLSX-0.31-2.230.23.0472.00r1.42
Aberdeen Equity Long-Short AMLSAX11.284.974.12.525.1125.751.62
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 April 30, 2018

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 AMLSAX11.28%4.97%4.1%2.52%5.11%25.75%1.62%
Caldwell & Orkin Market OpportunityCOAGX-0.53-1.7-0.421.123.412.00r1.4
Federated Prudent Bear A BEARX-12.34-10.2-13.61-11.57-4.2435.501.78
ProFunds Bear InvestorBRPIX-12.11-11.51-13.57-12.78-7.344none1.63
Comstock Capital Val ADRCVX-10.02-13.16-16.38-13.62-9.685.75s1.89
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.