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 October 31, 2018

Alternative Funds - 1 year

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
Highland Long/Short Healthcare AHHCAX33.6%5.13%6.71%5.46%—%105.50%2.62%
Nuveen Equity Long/Short ANELAX10.468.498.3255.753.36
Goldman Sachs Commodity Strategy AGSCAX9.80.22-10.59-6.49104.500.86
Balter Invenomic Fund Investor Class sharesBIVRX9.2521.00r2.86
Rydex Basic Commodities HRYMBX9.18-0.24-12.12-8.8410none1.65
Aberdeen Equity Long-Short AMLSAX8.325.3243.75.1335.751.62
Natixis ASG Tactical U.S. Market AUSMAX6.089.349.3545.751.24
AllianceBernstein Select U.S. Long/Short AASLAX4.495.724.8724.251.88
James Alpha Multi Strategy Alternative Income AJAAMX4.11.9635.75s3.51
FundX Tactical UpgraderTACTX46.514.984.342none1.35
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 October 31, 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 AUSMAX6.08%9.34%9.35%—%—%45.75%1.24%
Nuveen Equity Long/Short ANELAX10.468.498.3255.753.36
ICON Long/Short SIOLZX-5.168.356.178.289none1.25
Altegris/AACA Real Estate Long Short NRAANX-8.826.6691.00r2.57
Alger Dynamic Opportunities ASPEDX3.996.65.7555.252.51
FundX Tactical UpgraderTACTX46.514.984.342none1.35
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX1.96.374.756none3.38
Guggenheim Risk Managed Real Estate AGURAX0.215.9944.751.33
Invesco Long/Short Equity ALSQAX-2.495.7985.501.57
LoCorr Long/Short Equity ALEQAX-4.015.781.6865.753.35
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 October 31, 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
Natixis ASG Tactical U.S. Market AUSMAX6.08%9.34%9.35%—%—%45.75%1.24%
Nuveen Equity Long/Short ANELAX10.468.498.3255.753.36
Highland Long/Short Healthcare AHHCAX33.65.136.715.46105.502.62
Schwab Hedged EquitySWHEX1.755.586.517.372none1.64
ICON Long/Short SIOLZX-5.168.356.178.289none1.25
Alger Dynamic Opportunities ASPEDX3.996.65.7555.252.51
Logan Capital Long/Short Fund Investor ClassNWLGX-0.83.745.753none2.79
FundX Tactical UpgraderTACTX46.514.984.342none1.35
AllianceBernstein Select U.S. Long/Short AASLAX4.495.724.8724.251.88
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX1.96.374.756none3.38
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.

Data through October 31, 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-7.38%2.45%2.98%11.96%—%4none%3.05%
Weitz Partners III Opportunity InvestorWPOIX0.512.692.3111.774none2.14
Guggenheim Alpha Opportunity ASAOAX-5.182.813.6410.0424.752.17
ICON Long/Short SIOLZX-5.168.356.178.289none1.25
RMB Mendon Financial Long/Short ARMBFX-11.98-1.654.737.8195.002.01
Schwab Hedged EquitySWHEX1.755.586.517.372none1.64
Hancock Horizon Quantitative Long/Short InvHHQAX1.282.824.457.12none1.34
Diamond Hill Long Short ADIAMX0.534.064.456.3335.001.95
Highland Long/Short Healthcare AHHCAX33.65.136.715.46105.502.62
Highland Long/Short Equity AHEOAX-1.922.152.144.9735.502.81
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 October 31, 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 AMLSAX8.32%5.32%4%3.7%5.13%35.75%1.62%
Caldwell & Orkin Market OpportunityCOAGX-4.33-5.71-0.370.382.4822.00r1.85
Federated Prudent Bear A BEARX-14.07-13.2-13.09-14.4-535.501.94
ProFunds Bear InvestorBRPIX-6.94-11.46-11.95-15.38-7.544none1.59
Comstock Capital Val ADRCVX-5.98-13.98-14.41-17.04-9.7285.75s2.98
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.