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Short term: Funds with the best performance in their category for the last 3 months * | Symbol | Company | 3-month | YTD | 1-year | 3-year | 5-year |
|---|
| SWTIX | Schwab Total Stock Market Index Inv | 17.73 | 22.25 | -8.82 | -4.13 | 1.70 | | SNXSX | Schwab 1000 Index Sel | 17.25 | 21.71 | -8.76 | -4.35 | 1.46 | | DXSLX | Direxion Mthly S&P 500 Bull 2X Inv | 17.13 | 44.29 | 60.14 | -32.21 | NA | | ULPIX | ProFunds UltraBull Inv | 15.83 | 40.77 | 54.70 | -22.02 | -9.11 | | RYTNX | Rydex S&P 500 2x Strategy H | 15.68 | 43.64 | 58.61 | -22.15 | -9.09 | | RYTTX | Rydex S&P 500 2x Strategy A | 15.68 | 43.64 | 58.50 | -22.16 | -9.08 | | ULPSX | ProFunds UltraBull Svc | 15.60 | 39.60 | 53.26 | -22.78 | -9.99 | | RYCTX | Rydex S&P 500 2x Strategy C | 15.42 | 42.53 | 57.28 | -22.76 | -9.79 | | SWPNX | Schwab Premier Equity Investor | 14.86 | 17.47 | -14.81 | -7.90 | NA | | CUBCX | Credit Suisse Trust Blue Chip | 13.99 | 21.30 | 1.31 | -3.56 | 2.12 |
Long term: Funds with the best performance in their category for the last 3 years * | Symbol | Company | 3-month | YTD | 1-year | 3-year | 5-year |
|---|
| IXSAX | ING Index Plus LargeCap Equity IX A | 7.91 | 17.41 | 12.51 | 5.34 | 4.16 | | IAIIX | ING Index Plus LargeCap Equity VIII A | 8.13 | 11.79 | 11.37 | 4.93 | 3.80 | | IXSCX | ING Index Plus LargeCap Equity IX C | 7.55 | 16.90 | 11.70 | 4.57 | 3.40 | | IXSBX | ING Index Plus LargeCap Equity IX B | 7.62 | 16.95 | 11.80 | 4.55 | 3.40 | | ICIIX | ING Index Plus LargeCap Equity VIII C | 7.92 | 11.29 | 10.68 | 4.16 | 3.02 | | IBIIX | ING Index Plus LargeCap Equity VIII B | 7.77 | 11.16 | 10.51 | 4.12 | 3.00 | | PRBLX | Parnassus Equity Income - Inv | 9.60 | 25.34 | 34.30 | 3.20 | 6.00 | | FAIRX | Fairholme | 3.96 | 33.56 | 52.79 | 2.17 | 7.97 | | BBTEX | BBH Core Select N | 9.06 | 20.38 | 30.70 | 2.13 | 5.78 | | FEVAX | First Eagle US Value A | 7.05 | 23.49 | 30.57 | 1.51 | 4.77 |
* Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors. | 
