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 September 30, 2019

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
Guggenheim Risk Managed Real Estate AGURAX21.12%10.18%11.26%—%—%34.75%1.76%
Altegris/AACA Real Estate Long Short NRAANX19.0712.611.8491.00r3.02
Weitz Partners III Opportunity InvestorWPOIX11.888.394.8510.67none2.13
Otter Creek Long/Short Opportunity Fund InvOTCRX11.071.272.7321.00r2.53
Catalyst Hedged Commodity Strategy ICFHIX10.611.662none2.01
Balter Invenomic Fund Investor Class sharesBIVRX9.2491.00r3.02
AMG River Road Long-Short NARLSX8.617.094.162none3.12
Toews Hedged Large-CapTHLGX8.178.542.133none1.25
Direxion Monthly Small Cap Bear 2X Fund DXRSX7.39-19.9-20.89-27.5410none1.35
Nuance Concentrated Value Long-Short Fund InvNCLIX7.022.071none3.6
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 September 30, 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 SIOLZX0.56%13.39%8.17%8.93%—%10none%1.25%
Altegris/AACA Real Estate Long Short NRAANX19.0712.611.8491.00r3.02
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX0.511.186.053none3.48
Natixis ASG Tactical U.S. Market AUSMAX-2.8710.987.455.751.24
Aberdeen Equity Long-Short AMLSAX6.8710.436.484.783.3645.751.32
Guggenheim Risk Managed Real Estate AGURAX21.1210.1811.2634.751.76
Toews Hedged Large-CapTHLGX8.178.542.133none1.25
Alger Dynamic Opportunities ASPEDX-5.48.45.5755.252.63
Weitz Partners III Opportunity InvestorWPOIX11.888.394.8510.67none2.13
Nuveen Equity Long/Short ANELAX-8.048.365.928.2735.752.63
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 September 30, 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
Altegris/AACA Real Estate Long Short NRAANX19.07%12.6%11.84%—%—%91.00%r3.02%
Guggenheim Risk Managed Real Estate AGURAX21.1210.1811.2634.751.76
ICON Long/Short SIOLZX0.5613.398.178.9310none1.25
Natixis ASG Tactical U.S. Market AUSMAX-2.8710.987.455.751.24
Aberdeen Equity Long-Short AMLSAX6.8710.436.484.783.3645.751.32
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX0.511.186.053none3.48
Nuveen Equity Long/Short ANELAX-8.048.365.928.2735.752.63
Alger Dynamic Opportunities ASPEDX-5.48.45.5755.252.63
JPMorgan Opportunistic Equity Long/Short AJOELX-4.352.795.3225.252.55
Diamond Hill Long Short ADIAMX5.226.725.156.8935.001.72
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 September 30, 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 InvestorWPOIX11.88%8.39%4.85%10.6%—%7none%2.13%
ICON Long/Short SIOLZX0.5613.398.178.9310none1.25
Nuveen Equity Long/Short ANELAX-8.048.365.928.2735.752.63
Guggenheim Alpha Opportunity ASAOAX-7.97-0.360.998.2324.751.54
Hancock Horizon Quantitative Long/Short InvHHQAX-3.943.713.537.222none1.35
Diamond Hill Long Short ADIAMX5.226.725.156.8935.001.72
Boston Partners Long/Short Equity Inv**BPLEX-3.94-0.431.446.69.654none3.26
Schwab Hedged EquitySWHEX-6.993.633.946.142none1.66
Highland Long/Short Healthcare AHHCAX-14.742.59-0.86.0995.502.24
RMB Mendon Financial Long/Short ARMBFX-11.79-2.32.334.8295.001.73
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 September 30, 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-3.94%-0.43%1.44%6.6%9.65%4none%3.26%
Aberdeen Equity Long-Short AMLSAX6.8710.436.484.783.3645.751.32
Forester Value NFVALX-2.72-0.78-1.580.572.831none1.25
Caldwell & Orkin Market OpportunityCOAGX-1.05-0.16-0.080.922.5172.00r3.19
Federated Prudent Bear A BEARX-5.2-13.61-12.05-14.08-3.9345.503.54
ProFunds Bear InvestorBRPIX-3.91-11.91-11.11-14.19-7.535none1.59
Comstock Capital Val ADRCVX-3.64-14.02-13.39-16.12-8.9895.75s3.38
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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