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 May 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
Guggenheim Risk Managed Real Estate AGURAX16%8.79%9.87%—%—%44.75%1.76%
CBRE Clarion Long/Short Inv+VCRLX13.813.552.5735.754.97
Toews Hedged Large-CapTHLGX13.268.12.653none1.25
Highland Long/Short Healthcare AHHCAX10.056.150.076.34105.502.62
Weitz Partners III Opportunity InvestorWPOIX9.366.192.8211.376none2.13
Direxion Monthly Small Cap Bear 2X Fund DXRSX8.96-22.54-19.39-30.9710none1.35
Aberdeen Equity Long-Short AMLSAX7.577.585.14.173.7345.751.32
AMG River Road Long-Short NARLSX6.915.513.612none3.12
Nuance Concentrated Value Long-Short Fund InvNCLIX6.423.441none2.84
MFS Managed Wealth AMNWAX5.594.2515.750.75
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 May 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
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX2.5%10.82%5.33%—%—%4none%3.48%
ICON Long/Short SIOLZX-8.3410.746.279.2610none1.25
Altegris/AACA Real Estate Long Short NRAANX2.9910.469.6791.00r3.02
Alger Dynamic Opportunities ASPEDX4.9710.316.6455.252.63
Natixis ASG Tactical U.S. Market AUSMAX-1.469.256.6355.751.24
Guggenheim Risk Managed Real Estate AGURAX168.799.8744.751.76
Toews Hedged Large-CapTHLGX13.268.12.653none1.25
Aberdeen Equity Long-Short AMLSAX7.577.585.14.173.7345.751.32
Nuveen Equity Long/Short ANELAX-9.17.555.058.845.752.63
FundX Tactical UpgraderTACTX0.217.014.984.731none1.35
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 May 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
Guggenheim Risk Managed Real Estate AGURAX16%8.79%9.87%—%—%44.75%1.76%
Altegris/AACA Real Estate Long Short NRAANX2.9910.469.6791.00r3.02
Alger Dynamic Opportunities ASPEDX4.9710.316.6455.252.63
Natixis ASG Tactical U.S. Market AUSMAX-1.469.256.6355.751.24
ICON Long/Short SIOLZX-8.3410.746.279.2610none1.25
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX2.510.825.334none3.48
Aberdeen Equity Long-Short AMLSAX7.577.585.14.173.7345.751.32
Nuveen Equity Long/Short ANELAX-9.17.555.058.845.752.63
FundX Tactical UpgraderTACTX0.217.014.984.731none1.35
Logan Capital Long/Short Fund Investor ClassNWLGX-3.083.794.333none3
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 May 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 InvestorWPOIX9.36%6.19%2.82%11.37%—%6none%2.13%
Guggenheim Alpha Opportunity ASAOAX-10.27-1.350.059.2924.751.54
ICON Long/Short SIOLZX-8.3410.746.279.2610none1.25
Boston Partners Long/Short Equity Inv**BPLEX-12.53-1.89-0.219.019.244none3.26
Nuveen Equity Long/Short ANELAX-9.17.555.058.845.752.63
Hancock Horizon Quantitative Long/Short InvHHQAX-7.662.182.457.692none1.35
Diamond Hill Long Short ADIAMX4.245.023.926.8535.001.72
Schwab Hedged EquitySWHEX-8.353.653.746.822none1.66
Highland Long/Short Healthcare AHHCAX10.056.150.076.34105.502.62
RMB Mendon Financial Long/Short ARMBFX-23.61-3.721.45.8195.001.73
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 May 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**BPLEX-12.53%-1.89%-0.21%9.01%9.24%4none%3.26%
Aberdeen Equity Long-Short AMLSAX7.577.585.14.173.7345.751.32
Caldwell & Orkin Market OpportunityCOAGX-7.14-3.46-0.75-0.292.1562.00r1.85
Federated Prudent Bear A BEARX-10.51-13.11-11.84-14.57-3.3435.503.54
ProFunds Bear InvestorBRPIX-3.12-10.93-10.33-14.89-75none1.59
Comstock Capital Val ADRCVX-4.11-13.48-13.06-17-8.6195.75s2.98
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.
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