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 February 29, 2020

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
Altegris/AACA Real Estate Long Short NRAANX24.51%10.42%9.13%—%—%91.00%r3.02%
Catalyst Intelligent Alternative IATRFX19.821.660.445none1.77
Aberdeen Equity Long-Short AMLSAX14.56117.015.140.4955.751.25
Weitz Partners III Opportunity InvestorWPOIX14.56.793.559.66none2.13
Toews Hedged Large-CapTHLGX12.948.832.622none1.25
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX12.8311.087.313none2.38
Guggenheim Risk Managed Real Estate AGURAX11.847.967.1334.751.88
Neuberger Berman Long Short ANLSAX10.185.613.5825.752.13
Catalyst Hedged Commodity Strategy ICFHIX8.043.472none2.01
Direxion Monthly Small Cap Bear 2X Fund DXRSX7.42-11.15-15.78-26.18-22.7310none1.39
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 February 29, 2020

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+RLSFX12.83%11.08%7.31%—%—%3none%2.38%
Aberdeen Equity Long-Short AMLSAX14.56117.015.140.4955.751.25
Altegris/AACA Real Estate Long Short NRAANX24.5110.429.1391.00r3.02
Toews Hedged Large-CapTHLGX12.948.832.622none1.25
Alger Dynamic Opportunities ASPEDX4.358.615.916.4545.252.17
Highland Long/Short Healthcare AHHCAX-5.288.42-1.384.74105.502.24
Guggenheim Risk Managed Real Estate AGURAX11.847.967.1334.751.88
Natixis ASG Tactical U.S. Market AUSMAX3.677.475.3775.751.24
Weitz Partners III Opportunity InvestorWPOIX14.56.793.559.66none2.13
AllianceBernstein Select U.S. Long/Short AASLAX5.346.094.4224.251.91
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 February 29, 2020

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 NRAANX24.51%10.42%9.13%—%—%91.00%r3.02%
RiverPark Long/Short Opportunity Fund Retail Class+RLSFX12.8311.087.313none2.38
Guggenheim Risk Managed Real Estate AGURAX11.847.967.1334.751.88
Aberdeen Equity Long-Short AMLSAX14.56117.015.140.4955.751.25
Alger Dynamic Opportunities ASPEDX4.358.615.916.4545.252.17
ICON Long/Short SIOLZX3.336.075.528.4610none1.25
Natixis ASG Tactical U.S. Market AUSMAX3.677.475.3775.751.24
Salient Broadmark Tactical Plus ASBTAX4.374.74.4625.501.65
AllianceBernstein Select U.S. Long/Short AASLAX5.346.094.4224.251.91
AMG River Road Long-Short NARLSX5.744.983.752none2.41
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 February 29, 2020

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 InvestorWPOIX14.5%6.79%3.55%9.6%—%6none%2.13%
ICON Long/Short SIOLZX3.336.075.528.4610none1.25
Nuveen Equity Long/Short ANELAX-6.71.192.676.9735.752.64
Guggenheim Alpha Opportunity ASAOAX-11.68-6.22-1.776.8724.751.64
Hancock Horizon Quantitative Long/Short InvHHQAX-2.680.831.136.553none1.35
Alger Dynamic Opportunities ASPEDX4.358.615.916.4545.252.17
Diamond Hill Long Short ADIAMX2.161.673.295.7235.001.85
Schwab Hedged EquitySWHEX-4.55-0.052.385.383none
Boston Partners Long/Short Equity Inv**BPLEX-5.87-5.881.245.23103none2.92
Aberdeen Equity Long-Short AMLSAX14.56117.015.140.4955.751.25
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 February 29, 2020

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-5.87%-5.88%1.24%5.23%10%3none%2.92%
Forester Value NFVALX0.150.77-1.50.452.891none1.25
Caldwell & Orkin Market OpportunityCOAGX-9.57-4.37-3.820.232.0682.00r3.19
Aberdeen Equity Long-Short AMLSAX14.56117.015.140.4955.751.25
Federated Prudent Bear A BEARX-3.37-9.86-9.6-13.24-3.2145.502.84
ProFunds Bear InvestorBRPIX-6.99-8.92-9.58-13.6-7.346none1.77
Comstock Capital Val ADRCVX-18.68-13.72-13.88-16.44-8.8895.75s3.38
Direxion Monthly Small Cap Bear 2X Fund DXRSX7.42-11.15-15.78-26.18-22.7310none1.39
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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