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 March 31, 2019

Alternative Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Highland Long/Short Healthcare AHHCAX23.34%10.39%0.91%6.71%—%105.50%2.62%
Guggenheim Risk Managed Real Estate AGURAX15.668.1810.6944.751.76
Alger Dynamic Opportunities ASPEDX11.1910.546.955.252.63
Aberdeen Equity Long-Short AMLSAX11.138.525.524.444.2145.751.32
Weitz Partners III Opportunity InvestorWPOIX10.636.953.5113.46none2.14
CBRE Clarion Long/Short Inv+VCRLX10.133.033.0835.754.97
Toews Hedged Large-CapTHLGX9.187.042.183none1.25
James Alpha Multi Strategy Alternative Income AJAAMX8.666.5635.753.63
Balter Invenomic Fund Investor Class sharesBIVRX6.3431.00r3.02
Altegris/AACA Real Estate Long Short NRAANX6.1111.4710.5101.00r3.02
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 March 31, 2019

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
ICON Long/Short SIOLZX-2.59%13.33%6.79%10.89%—%10none%1.25%
Altegris/AACA Real Estate Long Short NRAANX6.1111.4710.5101.00r3.02
Natixis ASG Tactical U.S. Market AUSMAX5.1111.018.145.751.24
Alger Dynamic Opportunities ASPEDX11.1910.546.955.252.63
Highland Long/Short Healthcare AHHCAX23.3410.390.916.71105.502.62
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX5.1410.244.745none3.48
Aberdeen Equity Long-Short AMLSAX11.138.525.524.444.2145.751.32
Guggenheim Risk Managed Real Estate AGURAX15.668.1810.6944.751.76
Nuveen Equity Long/Short ANELAX-4.297.975.9710.6745.752.63
FundX Tactical UpgraderTACTX3.087.935.015.241none1.35
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 March 31, 2019

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
Guggenheim Risk Managed Real Estate AGURAX15.66%8.18%10.69%—%—%44.75%1.76%
Altegris/AACA Real Estate Long Short NRAANX6.1111.4710.5101.00r3.02
Natixis ASG Tactical U.S. Market AUSMAX5.1111.018.145.751.24
Alger Dynamic Opportunities ASPEDX11.1910.546.955.252.63
ICON Long/Short SIOLZX-2.5913.336.7910.8910none1.25
Nuveen Equity Long/Short ANELAX-4.297.975.9710.6745.752.63
Aberdeen Equity Long-Short AMLSAX11.138.525.524.444.2145.751.32
Logan Capital Long/Short Fund Investor ClassNWLGX-0.445.365.253none3
FundX Tactical UpgraderTACTX3.087.935.015.241none1.35
Schwab Hedged EquitySWHEX-1.765.674.978.012none1.66
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 March 31, 2019

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
Weitz Partners III Opportunity InvestorWPOIX10.63%6.95%3.51%13.4%—%6none%2.14%
Boston Partners Long/Short Equity Inv**BPLEX-7.60.451.9812.589.764none3.26
Guggenheim Alpha Opportunity ASAOAX-6.910.232.1811.7724.751.54
ICON Long/Short SIOLZX-2.5913.336.7910.8910none1.25
Nuveen Equity Long/Short ANELAX-4.297.975.9710.6745.752.63
Hancock Horizon Quantitative Long/Short InvHHQAX-2.143.263.298.772none1.34
Diamond Hill Long Short ADIAMX3.045.394.038.1835.001.72
Schwab Hedged EquitySWHEX-1.765.674.978.012none1.66
RMB Mendon Financial Long/Short ARMBFX-19.88-2.21.177.7195.001.73
Guggenheim Long Short Equity ARYAMX-5.312.611.816.7434.752.25
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 March 31, 2019

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-7.6%0.45%1.98%12.58%9.76%4none%3.26%
Aberdeen Equity Long-Short AMLSAX11.138.525.524.444.2145.751.32
Caldwell & Orkin Market OpportunityCOAGX-4.02-3.35-0.310.212.1452.00r1.85
Federated Prudent Bear A BEARX-15.52-14.41-12.44-15.44-3.6435.503.54
ProFunds Bear InvestorBRPIX-8.44-12.51-11.45-16.51-7.185none1.59
Comstock Capital Val ADRCVX-11.83-15.81-14.18-18.41-9.0385.75s2.98
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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