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, 2018

Alternative Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Rydex Basic Commodities HRYMBX27.62%-5.79%-10.74%-14.09%—%10none%1.65%
Goldman Sachs Commodity Strategy AGSCAX26.8-4.69-9.07-12.58104.500.86
DoubleLine Strategic Commodity NDLCMX21.763.446none1.35
ALPS | CoreCommodity Management CompleteCommodities Strategy AJCRAX17.25-0.16-3.2682.00r1.38
Nuveen Equity Long/Short ANELAX16.498.8910.0865.751.62
PCS Commodity Strategy APCYAX16.12-3.6295.50s1.35
Natixis ASG Tactical U.S. Market AUSMAX16.048.7445.751.24
Invesco Long/Short Equity ALSQAX15.749.5785.501.57
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX14.727.236.696none2
Alger Dynamic Opportunities ASPEDX14.526.267.9335.252.51
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, 2018

Alternative Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Altegris/AACA Real Estate Long Short NRAANX13.91%12.3%—%—%—%81.00%r1.72%
Invesco Long/Short Equity ALSQAX15.749.5785.501.57
ICON Long/Short SIOLZX13.769.3110.896.159none1.25
Nuveen Equity Long/Short ANELAX16.498.8910.0865.751.62
Natixis ASG Tactical U.S. Market AUSMAX16.048.7445.751.24
Guggenheim Risk Managed Real Estate AGURAX3.428.7354.751.3
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX14.727.236.696none2
FundX Tactical UpgraderTACTX10.086.955.460.864none1.35
Schwab Hedged EquitySWHEX6.646.577.945.782none
Prudential Long-Short Equity APLHAX6.546.3115.502.44
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, 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 SIOLZX13.76%9.31%10.89%6.15%—%9none%1.25%
Nuveen Equity Long/Short ANELAX16.498.8910.0865.751.62
RMB Mendon Financial Long/Short ARMBFX2.845.059.599.7785.001.58
Logan Capital Long/Short Fund Investor ClassNWLGX8.276.278.113none1.99
Schwab Hedged EquitySWHEX6.646.577.945.782none
Alger Dynamic Opportunities ASPEDX14.526.267.9335.252.51
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX14.727.236.696none2
Guggenheim Alpha Opportunity ASAOAX-2.592.966.416.4724.752
Hancock Horizon Quantitative Long/Short InvHHQAX6.743.536.332none1.34
AllianceBernstein Select U.S. Long/Short AASLAX10.15.866.2124.252.11
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, 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**BPLEX0.33%6.15%4.24%11.25%—%4none%2.64%
RMB Mendon Financial Long/Short ARMBFX2.845.059.599.7785.001.58
Weitz Partners III Opportunity InvestorWPOIX1.841.514.169.724none2.14
Guggenheim Alpha Opportunity ASAOAX-2.592.966.416.4724.752
ICON Long/Short SIOLZX13.769.3110.896.159none1.25
Schwab Hedged EquitySWHEX6.646.577.945.782none
Highland Long/Short Healthcare AHHCAX12.51-5.675.275.3695.502.01
Highland Long/Short Equity AHEOAX7.593.345.54.3825.501.83
Diamond Hill Long Short ADIAMX0.33.725.74.335.001.37
Wasatch Long/Short Fund InvFMLSX2.910.120.223.2862.00r1.42
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, 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 AMLSAX11.06%5.36%4.45%2.51%5.08%25.75%1.62%
Caldwell & Orkin Market OpportunityCOAGX2.62-2.10.420.562.9712.00r1.4
Federated Prudent Bear A BEARX-16.02-11.9-14.48-12.86-4.4945.501.78
ProFunds Bear InvestorBRPIX-12.85-12.4-13.79-13.68-7.434none1.63
Comstock Capital Val ADRCVX-13.82-14.78-17.23-14.89-9.7485.75s1.89
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.