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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 |
|---|
| DXQLX | Direxion Mthly NASDAQ-100 Bull 2X Inv | 20.87 | 125.85 | 143.08 | -22.64 | NA | | UOPIX | ProFunds UltraNASDAQ-100 Inv | 18.31 | 102.00 | 116.90 | -12.99 | -5.47 | | RYVLX | Rydex Dynamic NASDAQ-100 2X Strategy A | 18.15 | 102.07 | 117.93 | -12.91 | -5.42 | | RYVYX | Rydex Dynamic NASDAQ-100 2X Strategy H | 18.15 | 102.07 | 117.93 | -12.92 | -5.41 | | UOPSX | ProFunds UltraNASDAQ-100 Svc | 17.99 | 99.76 | 114.38 | -13.87 | -6.42 | | RYCCX | Rydex Dynamic NASDAQ-100 2X Strategy C | 17.92 | 100.62 | 116.10 | -13.60 | -6.16 | | SWLNX | Schwab Large-Cap Growth Inv | 17.39 | 18.44 | 11.79 | -4.82 | NA | | WLRGX | Wilmington Large Cap Growth A | 16.73 | 25.03 | -2.65 | -3.25 | NA | | PAPRX | Pioneer AmPac Growth A | 15.89 | 18.47 | -16.25 | -1.89 | 0.49 | | PRABX | Pioneer AmPac Growth B | 15.64 | 17.79 | -16.42 | -2.59 | -0.35 |
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 |
|---|
| RBCGX | Reynolds Blue Chip Growth | 8.51 | 36.70 | 36.75 | 11.59 | 7.05 | | PARWX | Parnassus Workplace | 8.70 | 56.40 | 66.92 | 4.42 | NA | | LOMMX | CGM Mutual | 9.18 | 16.48 | 27.95 | 4.38 | 6.99 | | TAGRX | JHancock Large Cap Equity A | 7.57 | 32.41 | 49.53 | 4.38 | 9.71 | | SPECX | Alger Spectra A | 10.49 | 50.07 | 64.37 | 4.00 | 9.98 | | JHLVX | JHancock Large Cap Equity C | 7.40 | 31.53 | 48.39 | 3.60 | 8.90 | | TSGWX | JHancock Large Cap Equity B | 7.35 | 31.45 | 48.39 | 3.60 | 8.90 | | JORDX | Jordan Opportunity | 5.16 | 42.73 | 52.52 | 3.47 | NA | | JAVLX | Janus Twenty J | 5.44 | 40.10 | 53.99 | 3.36 | 7.59 | | EOMYX | Evergreen Omega I | 11.68 | 38.39 | 52.16 | 3.30 | 4.56 |
* Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors. |