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, 2017

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
ICON Long/Short SIOLZX26.78%9.06%12.94%4.18%—%10none%1.25%
Natixis ASG Tactical U.S. Market AUSMAX25.378.1745.751.25
Altegris/AACA Real Estate Long Short NRAANX23.6911.4871.00r1.8
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX21.896.275.195none2
Toews Hedged Intl Developed MarketsTHIDX21.224.52.853none1.25
Toews Hedged Large-CapTHLGX20.330.176.884none1.22
Nuveen Equity Long/Short ANELAX197.5512.1865.751.62
Invesco Long/Short Equity ALSQAX18.629.3275.501.85
Hartford Long/Short Global Equity AHLOAX17.088.535.501.79
Alger Dynamic Opportunities ASPEDX16.95.97.835.251.8
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, 2017

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
Altegris/AACA Real Estate Long Short NRAANX23.69%11.48%—%—%—%71.00%r1.8%
Invesco Long/Short Equity ALSQAX18.629.3275.501.85
ICON Long/Short SIOLZX26.789.0612.944.1810none1.25
Hartford Long/Short Global Equity AHLOAX17.088.535.501.79
Natixis ASG Tactical U.S. Market AUSMAX25.378.1745.751.25
LoCorr Long/Short Equity ALEQAX2.388.0485.753.15
JPMorgan Opportunistic Equity Long/Short AJOELX15.497.7635.25
Nuveen Equity Long/Short ANELAX197.5512.1865.751.62
Guggenheim Risk Managed Real Estate AGURAX9.897.5564.751.3
Boston Partners Long/Short Equity Inv**BPLEX2.557.316.7911.454none2.64
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 December 31, 2017

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 SIOLZX26.78%9.06%12.94%4.18%—%10none%1.25%
Nuveen Equity Long/Short ANELAX197.5512.1865.751.62
RMB Mendon Financial Long/Short ARMBFX-3.076.7611.038.3795.00s1.75
Guggenheim Alpha Opportunity ASAOAX7.484.9810.847.0624.752
Schwab Hedged EquitySWHEX7.776.849.145.243none1.33
Logan Capital Long/Short Fund Investor ClassNWLGX16.26.98.634none1.99
Diamond Hill Long Short ADIAMX5.654.638.594.2445.001.39
Hancock Horizon Quantitative Long/Short InvHHQAX7.663.648.562none1.53
James Long-Short FundJAZZX13.483.328.224none1.5
Pimco EqS Long/Short D+PMHDX9.553.818.022none1.84
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, 2017

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**BPLEX2.55%7.31%6.79%11.45%—%4none%2.64%
RMB Mendon Financial Long/Short ARMBFX-3.076.7611.038.3795.00s1.75
Weitz Partners III Opportunity InvestorWPOIX4.990.857.27.614none2.29
Guggenheim Alpha Opportunity ASAOAX7.484.9810.847.0624.752
Schwab Hedged EquitySWHEX7.776.849.145.243none1.33
Diamond Hill Long Short ADIAMX5.654.638.594.2445.001.39
Highland Long/Short Equity AHEOAX13.353.826.074.2325.501.83
ICON Long/Short SIOLZX26.789.0612.944.1810none1.25
Wasatch Long/Short Fund InvFMLSX-2.11-1.012.423.4462.00r1.42
Aberdeen Equity Long-Short AMLSAX12.824.614.872.056.3125.751.59
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, 2017

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 AMLSAX12.82%4.61%4.87%2.05%6.31%25.75%1.59%
Caldwell & Orkin Market OpportunityCOAGX0.93-1.591.040.473.6322.00r1.4
Federated Prudent Bear A BEARX-15.76-11.34-15.53-11.46-5.3845.501.78
ProFunds Bear InvestorBRPIX-18.03-12.25-15.75-12.32-7.914none1.63
Comstock Capital Val ADRCVX-20.58-15.63-18.59-13.73-10.2485.75s1.89
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.