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 June 30, 2019

Alternative Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Toews Hedged Large-CapTHLGX15.39%9.61%2.71%—%—%3none%1.25%
Guggenheim Risk Managed Real Estate AGURAX14.357.489.8134.751.76
Weitz Partners III Opportunity InvestorWPOIX13.688.783.7612.086none2.13
AMG River Road Long-Short NARLSX11.587.834.022none3.12
Aberdeen Equity Long-Short AMLSAX11.579.945.974.83.5145.751.32
Diamond Hill Long Short ADIAMX9.768.354.617.5835.001.72
Highland Long/Short Healthcare AHHCAX8.797.220.566.5495.502.62
Balter Invenomic Fund Investor Class sharesBIVRX7.9241.00r3.02
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX6.6614.135.913none3.48
Alger Dynamic Opportunities ASPEDX6.4111.316.4945.252.63
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 June 30, 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
ICON Long/Short SIOLZX0.7%15.48%7.26%9.99%—%10none%1.25%
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX6.6614.135.913none3.48
Natixis ASG Tactical U.S. Market AUSMAX4.6211.447.4955.751.24
Alger Dynamic Opportunities ASPEDX6.4111.316.4945.252.63
Nuveen Equity Long/Short ANELAX-4.4810.126.129.1345.752.63
Aberdeen Equity Long-Short AMLSAX11.579.945.974.83.5145.751.32
Altegris/AACA Real Estate Long Short NRAANX3.349.699.7591.00r3.02
Toews Hedged Large-CapTHLGX15.399.612.713none1.25
Calamos Phineus Long/Short ACPLSX-18.8924.752.28
Weitz Partners III Opportunity InvestorWPOIX13.688.783.7612.086none2.13
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 June 30, 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 AGURAX14.35%7.48%9.81%—%—%34.75%1.76%
Altegris/AACA Real Estate Long Short NRAANX3.349.699.7591.00r3.02
Natixis ASG Tactical U.S. Market AUSMAX4.6211.447.4955.751.24
ICON Long/Short SIOLZX0.715.487.269.9910none1.25
Alger Dynamic Opportunities ASPEDX6.4111.316.4945.252.63
Nuveen Equity Long/Short ANELAX-4.4810.126.129.1345.752.63
Aberdeen Equity Long-Short AMLSAX11.579.945.974.83.5145.751.32
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX6.6614.135.913none3.48
FundX Tactical UpgraderTACTX1.917.275.365.351none1.35
AllianceBernstein Select U.S. Long/Short AASLAX5.937.94.9524.251.88
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 June 30, 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 InvestorWPOIX13.68%8.78%3.76%12.08%—%6none%2.13%
ICON Long/Short SIOLZX0.715.487.269.9910none1.25
Guggenheim Alpha Opportunity ASAOAX-5.990.050.539.8124.751.54
Nuveen Equity Long/Short ANELAX-4.4810.126.129.1345.752.63
Boston Partners Long/Short Equity Inv**BPLEX-6.510.270.838.999.714none3.26
Hancock Horizon Quantitative Long/Short InvHHQAX-1.453.83.198.342none1.35
Diamond Hill Long Short ADIAMX9.768.354.617.5835.001.72
Schwab Hedged EquitySWHEX-3.475.494.287.322none1.66
Highland Long/Short Healthcare AHHCAX8.797.220.566.5495.502.62
RMB Mendon Financial Long/Short ARMBFX-18.83-1.321.685.8795.001.73
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 June 30, 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-6.51%0.27%0.83%8.99%9.71%4none%3.26%
Aberdeen Equity Long-Short AMLSAX11.579.945.974.83.5145.751.32
Caldwell & Orkin Market OpportunityCOAGX-1.54-1.860.070.492.5262.00r2.41
Federated Prudent Bear A BEARX-12.12-15.03-12.5-14.89-3.1735.503.54
ProFunds Bear InvestorBRPIX-8.94-12.7-11.13-15.4-7.15none1.59
Comstock Capital Val ADRCVX-9.28-16.02-13.73-17.52-8.7295.75s2.98
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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