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 August 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
Natixis ASG Tactical U.S. Market AUSMAX21.65%13.2%—%—%—%35.75%1.24%
Rydex Basic Commodities HRYMBX20.32-1.45-12.59-12.5210none1.65
Goldman Sachs Commodity Strategy AGSCAX19.69-1.01-10.81-10.89104.500.86
Alger Dynamic Opportunities ASPEDX18.4410.278.5545.252.51
Aberdeen Equity Long-Short AMLSAX17.798.325.893.55.6235.751.62
Nuveen Equity Long/Short ANELAX17.3511.5810.6975.753.36
Highland Long/Short Healthcare AHHCAX15.9-4.194.915.39105.502.72
Invesco Long/Short Equity ALSQAX15.4712.0285.501.57
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX15.469.927.537none3.38
ICON Long/Short SIOLZX14.8112.9410.846.6810none1.25
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 August 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
Natixis ASG Tactical U.S. Market AUSMAX21.65%13.2%—%—%—%35.75%1.24%
ICON Long/Short SIOLZX14.8112.9410.846.6810none1.25
Altegris/AACA Real Estate Long Short NRAANX9.1712.7781.00r2.57
Invesco Long/Short Equity ALSQAX15.4712.0285.501.57
Nuveen Equity Long/Short ANELAX17.3511.5810.6975.753.36
Alger Dynamic Opportunities ASPEDX18.4410.278.5545.252.51
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX15.469.927.537none3.38
Guggenheim Risk Managed Real Estate AGURAX2.719.2754.751.33
LoCorr Long/Short Equity ALEQAX0.178.434.5275.753.35
Schwab Hedged EquitySWHEX8.788.418.466.072none1.64
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 August 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 SIOLZX14.81%12.94%10.84%6.68%—%10none%1.25%
Nuveen Equity Long/Short ANELAX17.3511.5810.6975.753.36
RMB Mendon Financial Long/Short ARMBFX4.043.928.898.1995.002.01
Logan Capital Long/Short Fund Investor ClassNWLGX7.917.528.643none2.79
Alger Dynamic Opportunities ASPEDX18.4410.278.5545.252.51
Schwab Hedged EquitySWHEX8.788.418.466.072none1.64
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX15.469.927.537none3.38
AllianceBernstein Select U.S. Long/Short AASLAX12.778.296.8924.252.11
Hancock Horizon Quantitative Long/Short InvHHQAX11.555.536.82none1.34
Diamond Hill Long Short ADIAMX6.146.256.374.8835.001.95
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 August 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**BPLEX-1.65%5.61%4.25%10.3%—%5none%3.05%
Weitz Partners III Opportunity InvestorWPOIX33.944.499.974none2.14
RMB Mendon Financial Long/Short ARMBFX4.043.928.898.1995.002.01
Guggenheim Alpha Opportunity ASAOAX-2.453.255.586.8224.752.17
ICON Long/Short SIOLZX14.8112.9410.846.6810none1.25
Schwab Hedged EquitySWHEX8.788.418.466.072none1.64
Highland Long/Short Healthcare AHHCAX15.9-4.194.915.39105.502.72
Diamond Hill Long Short ADIAMX6.146.256.374.8835.001.95
Highland Long/Short Equity AHEOAX8.734.44.84.4925.502.64
Aberdeen Equity Long-Short AMLSAX17.798.325.893.55.6235.751.62
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 August 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 AMLSAX17.79%8.32%5.89%3.5%5.62%35.75%1.62%
Caldwell & Orkin Market OpportunityCOAGX3.45-2.941.221.292.7612.00r1.85
Federated Prudent Bear A BEARX-20.18-15.25-15.31-12.92-6.0245.501.94
ProFunds Bear InvestorBRPIX-16.41-15.17-14.48-14.16-8.514none1.63
Comstock Capital Val ADRCVX-19.34-18.96-17.7-15.15-10.9575.75s2.98
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.