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 April 30, 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
Highland Long/Short Healthcare AHHCAX23.41%7.8%0.73%6.54%—%105.50%2.62%
Weitz Partners III Opportunity InvestorWPOIX18.1584.3112.186none2.14
Toews Hedged Large-CapTHLGX15.538.733.173none1.25
Guggenheim Risk Managed Real Estate AGURAX15.519.3710.2744.751.76
Aberdeen Equity Long-Short AMLSAX13.619.496.284.743.9455.751.32
Alger Dynamic Opportunities ASPEDX11.8311.297.5655.252.63
CBRE Clarion Long/Short Inv+VCRLX9.863.052.9635.754.97
Diamond Hill Long Short ADIAMX9.87.185.128.0135.001.72
AMG River Road Long-Short NARLSX9.337.164.43none3.12
Altegris/AACA Real Estate Long Short NRAANX9.0912.911.1101.00r3.02
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 April 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 SIOLZX5.08%15.05%8.34%10.79%—%10none%1.25%
Altegris/AACA Real Estate Long Short NRAANX9.0912.911.1101.00r3.02
Natixis ASG Tactical U.S. Market AUSMAX8.5112.328.7145.751.24
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX7.6711.95.655none3.48
Alger Dynamic Opportunities ASPEDX11.8311.297.5655.252.63
Nuveen Equity Long/Short ANELAX-2.659.796.6810.0445.752.63
Aberdeen Equity Long-Short AMLSAX13.619.496.284.743.9455.751.32
Guggenheim Risk Managed Real Estate AGURAX15.519.3710.2744.751.76
Toews Hedged Large-CapTHLGX15.538.733.173none1.25
AllianceBernstein Select U.S. Long/Short AASLAX8.28.115.3224.251.88
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 April 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
Altegris/AACA Real Estate Long Short NRAANX9.09%12.9%11.1%—%—%101.00%r3.02%
Guggenheim Risk Managed Real Estate AGURAX15.519.3710.2744.751.76
Natixis ASG Tactical U.S. Market AUSMAX8.5112.328.7145.751.24
ICON Long/Short SIOLZX5.0815.058.3410.7910none1.25
Alger Dynamic Opportunities ASPEDX11.8311.297.5655.252.63
Nuveen Equity Long/Short ANELAX-2.659.796.6810.0445.752.63
Aberdeen Equity Long-Short AMLSAX13.619.496.284.743.9455.751.32
Logan Capital Long/Short Fund Investor ClassNWLGX3.426.055.673none3
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX7.6711.95.655none3.48
FundX Tactical UpgraderTACTX2.37.855.414.91none1.35
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 April 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 InvestorWPOIX18.15%8%4.31%12.18%—%6none%2.14%
ICON Long/Short SIOLZX5.0815.058.3410.7910none1.25
Guggenheim Alpha Opportunity ASAOAX-6.480.871.910.7324.751.54
Boston Partners Long/Short Equity Inv**BPLEX-7.770.131.1510.649.654none3.26
Nuveen Equity Long/Short ANELAX-2.659.796.6810.0445.752.63
Hancock Horizon Quantitative Long/Short InvHHQAX0.234.64.058.432none1.35
Diamond Hill Long Short ADIAMX9.87.185.128.0135.001.72
Schwab Hedged EquitySWHEX-1.076.125.347.842none1.66
RMB Mendon Financial Long/Short ARMBFX-16.1-1.792.757.2895.001.73
Highland Long/Short Healthcare AHHCAX23.417.80.736.54105.502.62
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 April 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-7.77%0.13%1.15%10.64%9.65%4none%3.26%
Aberdeen Equity Long-Short AMLSAX13.619.496.284.743.9455.751.32
Caldwell & Orkin Market OpportunityCOAGX1.21-1.111.260.782.5552.00r1.85
Federated Prudent Bear A BEARX-17.72-15.68-13.25-15.16-3.6135.503.54
ProFunds Bear InvestorBRPIX-11.38-13.43-11.95-15.97-7.25none1.59
Comstock Capital Val ADRCVX-14.71-16.92-15.06-18.05-8.9485.75s2.98
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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