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 January 31, 2019

Alternative Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Highland Long/Short Healthcare AHHCAX19.88%7.05%1.05%5.32%—%105.50%2.62%
Balter Invenomic Fund Investor Class sharesBIVRX6.931.00r3.02
Guggenheim Risk Managed Real Estate AGURAX5.839.3854.751.76
Nuance Concentrated Value Long-Short Fund InvNCLIX5.617.272none2.84
Hussman Strategic GrowthHSGFX5.22-8.14-7.51-5.4821.50r1.12
FundX Tactical UpgraderTACTX4.139.945.455.931none1.35
Catalyst Hedged Commodity Strategy ICFHIX2.666.233none1.99
Alger Dynamic Opportunities ASPEDX2.69.615.8855.252.63
Direxion Monthly S&P 500 Bear 2X Fund Investor Class DXSSX1.97-24.67-21.52-31.0810none1.35
Forester Value NFVALX1.73-1.2-0.652.81none1.25
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 January 31, 2019

Alternative Funds - 3 years

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
ICON Long/Short SIOLZX-9.86%14.44%6.45%9.95%—%10none%1.25%
Altegris/AACA Real Estate Long Short NRAANX-8.6610.979.73101.00r2.57
Nuveen Equity Long/Short ANELAX-5.8210.597.0410.2445.752.63
Natixis ASG Tactical U.S. Market AUSMAX-6.6610.098.8345.751.24
FundX Tactical UpgraderTACTX4.139.945.455.931none1.35
Alger Dynamic Opportunities ASPEDX2.69.615.8855.252.63
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX-2.289.573.745none3.48
Guggenheim Risk Managed Real Estate AGURAX5.839.3854.751.76
LoCorr Long/Short Equity ALEQAX-7.069.241.8745.753.35
Schwab Hedged EquitySWHEX-4.667.666.217.692none1.66
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 January 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 NRAANX-8.66%10.97%9.73%—%—%101.00%r2.57%
Natixis ASG Tactical U.S. Market AUSMAX-6.6610.098.8345.751.24
Nuveen Equity Long/Short ANELAX-5.8210.597.0410.2445.752.63
ICON Long/Short SIOLZX-9.8614.446.459.9510none1.25
Schwab Hedged EquitySWHEX-4.667.666.217.692none1.66
Alger Dynamic Opportunities ASPEDX2.69.615.8855.252.63
Logan Capital Long/Short Fund Investor ClassNWLGX-5.825.525.713none3
FundX Tactical UpgraderTACTX4.139.945.455.931none1.35
Invesco Long/Short Equity ALSQAX-20.274.185.1975.501.56
Aberdeen Equity Long-Short AMLSAX-1.557.264.453.974.2745.751.32
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 January 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 InvestorWPOIX-0.3%7.12%2.71%13.11%—%5none%2.14%
Boston Partners Long/Short Equity Inv**BPLEX-13.482.633.2412.869.774none3.26
Guggenheim Alpha Opportunity ASAOAX-11.693.163.9611.8724.751.54
Nuveen Equity Long/Short ANELAX-5.8210.597.0410.2445.752.63
ICON Long/Short SIOLZX-9.8614.446.459.9510none1.25
RMB Mendon Financial Long/Short ARMBFX-16.19-0.752.928.6585.002.01
Hancock Horizon Quantitative Long/Short InvHHQAX-5.423.693.837.942none1.34
Schwab Hedged EquitySWHEX-4.667.666.217.692none1.66
Diamond Hill Long Short ADIAMX-2.646.854.457.6335.001.95
Guggenheim Long Short Equity ARYAMX-12.733.362.076.334.752.25
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 January 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-13.48%2.63%3.24%12.86%9.77%4none%3.26%
Aberdeen Equity Long-Short AMLSAX-1.557.264.453.974.2745.751.32
Caldwell & Orkin Market OpportunityCOAGX-6.94-5.74-0.310.512.1642.00r1.85
Federated Prudent Bear A BEARX-9.61-15.53-12.83-15.12-3.5835.503.54
ProFunds Bear InvestorBRPIX1.69-13.22-11.64-16.16-6.945none1.59
Comstock Capital Val ADRCVX1.06-16.72-14.14-17.75-9.1185.75s2.98
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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