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 December 31, 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
Altegris/AACA Real Estate Long Short NRAANX46.09%13.82%10.55%—%—%101.00%r3.02%
ICON Long/Short SIOLZX38.2113.458.369.5910none1.25
Aberdeen Equity Long-Short AMLSAX34.5713.478.195.561.4455.751.32
Weitz Partners III Opportunity InvestorWPOIX33.489.75.2210.897none2.13
Catalyst Intelligent Alternative IATRFX29.261.9415none1.77
Guggenheim Risk Managed Real Estate AGURAX25.179.618.3134.751.88
Caldwell & Orkin Market OpportunityCOAGX24.21.921.783.0482.00r3.19
Natixis ASG Tactical U.S. Market AUSMAX22.94148.3965.751.24
Diamond Hill Long Short ADIAMX22.746.335.446.745.001.72
AMG River Road Long-Short NARLSX22.258.165.762none3.12
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 December 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
Natixis ASG Tactical U.S. Market AUSMAX22.94%14%8.39%—%—%65.75%1.24%
Altegris/AACA Real Estate Long Short NRAANX46.0913.8210.55101.00r3.02
Aberdeen Equity Long-Short AMLSAX34.5713.478.195.561.4455.751.32
ICON Long/Short SIOLZX38.2113.458.369.5910none1.25
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX19.7112.547.023none2.38
Toews Hedged Large-CapTHLGX19.511.232.823none1.25
Highland Long/Short Healthcare AHHCAX10.9610.521.355.78105.502.24
Weitz Partners III Opportunity InvestorWPOIX33.489.75.2210.897none2.13
Guggenheim Risk Managed Real Estate AGURAX25.179.618.3134.751.88
Alger Dynamic Opportunities ASPEDX12.88.85.525.9655.252.17
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 December 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
Altegris/AACA Real Estate Long Short NRAANX46.09%13.82%10.55%—%—%101.00%r3.02%
Natixis ASG Tactical U.S. Market AUSMAX22.94148.3965.751.24
ICON Long/Short SIOLZX38.2113.458.369.5910none1.25
Guggenheim Risk Managed Real Estate AGURAX25.179.618.3134.751.88
Aberdeen Equity Long-Short AMLSAX34.5713.478.195.561.4455.751.32
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX19.7112.547.023none2.38
AllianceBernstein Select U.S. Long/Short AASLAX16.898.795.9124.251.91
AMG River Road Long-Short NARLSX22.258.165.762none3.12
Alger Dynamic Opportunities ASPEDX12.88.85.525.9655.252.17
Diamond Hill Long Short ADIAMX22.746.335.446.745.001.72
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 December 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 InvestorWPOIX33.48%9.7%5.22%10.89%—%7none%2.13%
ICON Long/Short SIOLZX38.2113.458.369.5910none1.25
Nuveen Equity Long/Short ANELAX6.077.145.167.9735.752.64
Guggenheim Alpha Opportunity ASAOAX-2.26-2.310.077.8224.751.64
Hancock Horizon Quantitative Long/Short InvHHQAX11.264.143.157.362none1.35
Diamond Hill Long Short ADIAMX22.746.335.446.745.001.72
Boston Partners Long/Short Equity Inv**BPLEX8.85-2.012.546.6610.513none2.92
Schwab Hedged EquitySWHEX8.912.934.36.242none1.66
Alger Dynamic Opportunities ASPEDX12.88.85.525.9655.252.17
Highland Long/Short Healthcare AHHCAX10.9610.521.355.78105.502.24
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 December 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**BPLEX8.85%-2.01%2.54%6.66%10.51%3none%2.92%
Caldwell & Orkin Market OpportunityCOAGX24.21.921.783.0482.00r3.19
Forester Value NFVALX1.70.02-1.980.232.841none1.25
Aberdeen Equity Long-Short AMLSAX34.5713.478.195.561.4455.751.32
Federated Prudent Bear A BEARX-19.96-14.09-12.11-14.22-3.4745.502.84
ProFunds Bear InvestorBRPIX-23.19-13.15-11.6-14.32-7.345none1.77
Comstock Capital Val ADRCVX-25.76-14.03-13.64-16.14-8.6595.75s3.38
Direxion Monthly Small Cap Bear 2X Fund DXRSX-39.7-18.91-20.56-28.02-23.8710none1.39
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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