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 July 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
Weitz Partners III Opportunity InvestorWPOIX19.32%9.98%5.72%11.98%—%7none%2.13%
Guggenheim Risk Managed Real Estate AGURAX14.876.629.8934.751.76
Toews Hedged Large-CapTHLGX14.169.63.173none1.25
Altegris/AACA Real Estate Long Short NRAANX10.659.6710.5191.00r3.02
Aberdeen Equity Long-Short AMLSAX10.0310.886.544.843.5645.751.32
AMG River Road Long-Short NARLSX9.47.093.852none3.12
Highland Long/Short Healthcare AHHCAX9.46.340.386.34105.502.62
Alger Dynamic Opportunities ASPEDX8.410.86.8645.252.63
Diamond Hill Long Short ADIAMX7.677.575.147.2735.001.72
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX6.8812.656.163none3.48
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 July 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
ICON Long/Short SIOLZX-1.61%13.45%8.22%9.47%—%10none%1.25%
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX6.8812.656.163none3.48
Natixis ASG Tactical U.S. Market AUSMAX210.978.1455.751.24
Aberdeen Equity Long-Short AMLSAX10.0310.886.544.843.5645.751.32
Alger Dynamic Opportunities ASPEDX8.410.86.8645.252.63
Weitz Partners III Opportunity InvestorWPOIX19.329.985.7211.987none2.13
Altegris/AACA Real Estate Long Short NRAANX10.659.6710.5191.00r3.02
Toews Hedged Large-CapTHLGX14.169.63.173none1.25
Nuveen Equity Long/Short ANELAX-3.619.086.238.7745.752.63
Diamond Hill Long Short ADIAMX7.677.575.147.2735.001.72
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 July 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 NRAANX10.65%9.67%10.51%—%—%91.00%r3.02%
Guggenheim Risk Managed Real Estate AGURAX14.876.629.8934.751.76
ICON Long/Short SIOLZX-1.6113.458.229.4710none1.25
Natixis ASG Tactical U.S. Market AUSMAX210.978.1455.751.24
Alger Dynamic Opportunities ASPEDX8.410.86.8645.252.63
Aberdeen Equity Long-Short AMLSAX10.0310.886.544.843.5645.751.32
Nuveen Equity Long/Short ANELAX-3.619.086.238.7745.752.63
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX6.8812.656.163none3.48
Weitz Partners III Opportunity InvestorWPOIX19.329.985.7211.987none2.13
FundX Tactical UpgraderTACTX1.917.275.365.351none1.35
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 July 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 InvestorWPOIX19.32%9.98%5.72%11.98%—%7none%2.13%
ICON Long/Short SIOLZX-1.6113.458.229.4710none1.25
Guggenheim Alpha Opportunity ASAOAX-8.93-0.430.778.9424.751.54
Nuveen Equity Long/Short ANELAX-3.619.086.238.7745.752.63
Boston Partners Long/Short Equity Inv**BPLEX-7.64-0.190.557.789.634none3.26
Hancock Horizon Quantitative Long/Short InvHHQAX-2.373.553.597.742none1.35
Diamond Hill Long Short ADIAMX7.677.575.147.2735.001.72
Schwab Hedged EquitySWHEX-4.94.54.626.962none1.66
Highland Long/Short Healthcare AHHCAX9.46.340.386.34105.502.62
RMB Mendon Financial Long/Short ARMBFX-13.4-0.842.685.5995.001.73
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 July 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-7.64%-0.19%0.55%7.78%9.63%4none%3.26%
Aberdeen Equity Long-Short AMLSAX10.0310.886.544.843.5645.751.32
Caldwell & Orkin Market OpportunityCOAGX-0.99-0.290.720.972.5662.00r3.19
Federated Prudent Bear A BEARX-9.82-14.48-12.68-14.6-3.5135.503.54
ProFunds Bear InvestorBRPIX-6.83-11.94-11.55-14.84-7.335none1.59
Comstock Capital Val ADRCVX-6.61-14.9-13.98-16.9-8.9895.75s3.38
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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