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, 2017

Alternative Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
ICON Long/Short SIOLZX39.53%9.84%12.78%3.57%—%9none%1.28%
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX26.756.275.635none1.98
Invesco Long/Short Equity ALSQAX26.628.3275.501.85
Natixis ASG Tactical U.S. Market AUSMAX23.877.2445.751.25
Nuveen Equity Long/Short ANELAX22.417.7911.5965.751.62
Alger Dynamic Opportunities ASPEDX21.636.218.0935.251.8
Altegris/AACA Real Estate Long Short NRAANX20.469.9861.00r1.8
Toews Hedged Intl Developed MarketsTHIDX18.362.143.163none1.25
Logan Capital Long/Short Fund Investor ClassLGNMX18.075.437.7741.00r1.99
James Long-Short FundJAZZX17.472.498.053none1.5
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, 2017

Alternative Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Altegris/AACA Real Estate Long Short NRAANX20.46%9.98%—%—%—%61.00%r1.8%
ICON Long/Short SIOLZX39.539.8412.783.579none1.28
RMB Mendon Financial Long/Short ARMBFX12.058.5411.737.8485.00s1.75
Guggenheim Risk Managed Real Estate AGURAX12.118.3364.751.29
Invesco Long/Short Equity ALSQAX26.628.3275.501.85
Hartford Long/Short Global Equity AHLOAX16.557.8935.501.79
Nuveen Equity Long/Short ANELAX22.417.7911.5965.751.62
JPMorgan Opportunistic Equity Long/Short AJOELX13.647.7835.251.8
Natixis ASG Tactical U.S. Market AUSMAX23.877.2445.751.25
FundX Tactical UpgraderTACTX15.046.835.844none1.31
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, 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 SIOLZX39.53%9.84%12.78%3.57%—%9none%1.28%
RMB Mendon Financial Long/Short ARMBFX12.058.5411.737.8485.00s1.75
Nuveen Equity Long/Short ANELAX22.417.7911.5965.751.62
Guggenheim Alpha Opportunity ASAOAX8.994.819.946.2424.752.11
Schwab Hedged EquitySWHEX11.716.648.924.463none1.33
Hancock Horizon Quantitative Long/Short InvHHQAX10.454.118.662none1.53
Diamond Hill Long Short ADIAMX8.464.578.323.9335.001.39
Alger Dynamic Opportunities ASPEDX21.636.218.0935.251.8
James Long-Short FundJAZZX17.472.498.053none1.5
Weitz Partners III Opportunity InvestorWPOIX7.731.268.057.094none2.29
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, 2017

Alternative Funds - 10 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Boston Partners Long/Short Equity Inv**BPLEX8.24%5.8%6.49%10.79%—%4none%2.71%
RMB Mendon Financial Long/Short ARMBFX12.058.5411.737.8485.00s1.75
Weitz Partners III Opportunity InvestorWPOIX7.731.268.057.094none2.29
Guggenheim Alpha Opportunity ASAOAX8.994.819.946.2424.752.11
Schwab Hedged EquitySWHEX11.716.648.924.463none1.33
Diamond Hill Long Short ADIAMX8.464.578.323.9335.001.39
Highland Long/Short Equity AHEOAX14.193.935.713.5825.501.83
ICON Long/Short SIOLZX39.539.8412.783.579none1.28
Wasatch Long/Short Fund InvFMLSX-1.39-2.962.112.7362.00r1.42
Forester Value NFVALX-0.83-3.33-0.711.691none1.25
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 October 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
Caldwell & Orkin Market OpportunityCOAGX-1.16%-0.2%0.67%0.86%3.69%22.00%r1.4%
Federated Prudent Bear A BEARX-18.21-11.01-15.49-10.48-5.1345.501.76
Comstock Capital Val ADRCVX-23.49-14.88-18.38-12.93-10.4485.75s1.89
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.