Back to Fund Categories
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 |
|---|
| SWHIX | Schwab Hedged Equity Investor | 12.36 | 11.44 | -3.24 | -3.81 | NA | | RTAAX | Threadneedle Global Extended Alpha A | 10.57 | 35.77 | 48.43 | NA | NA | | RTACX | Threadneedle Global Extended Alpha C | 10.36 | 34.89 | 47.29 | NA | NA | | JPSAX | JPMorgan Intrepid Plus A | 9.40 | 28.96 | 39.10 | -6.34 | NA | | JPSCX | JPMorgan Intrepid Plus C | 9.40 | 28.37 | 38.47 | -6.79 | NA | | IOLIX | ICON Long/Short I | 8.54 | 16.25 | 24.69 | -8.36 | -1.40 | | ISTAX | ICON Long/Short A | 8.49 | 16.34 | 24.71 | -8.46 | NA | | IOLCX | ICON Long/Short C | 8.30 | 15.47 | 23.75 | -9.12 | -2.21 | | JLSTX | Janus Long/Short T | 7.75 | NA | NA | NA | NA | | DSFAX | Natixis ASG Diversifying Strategies A | 7.05 | NA | NA | NA | NA |
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 |
|---|
| WAGFX | Wegener Adaptive Growth | 6.32 | 37.08 | 51.89 | 11.58 | NA | | BPLEX | Robeco Long/Short Eq Inv | 6.25 | 77.19 | 103.29 | 11.13 | 13.32 | | COAGX | Caldwell & Orkin Market Opportunity | -3.71 | -3.15 | -3.65 | 7.98 | 5.42 | | TFSMX | TFS Market Neutral | 0.93 | 15.79 | 24.04 | 7.91 | 9.47 | | JMNAX | JPMorgan Market Neutral A | 0.71 | 9.99 | 10.94 | 5.47 | 4.46 | | ARBFX | Arbitrage R | 1.74 | 9.14 | 10.85 | 5.34 | 4.69 | | MGAAX | Managers AMG FQ Global Alternatives A | 2.48 | 0.71 | -2.38 | 4.20 | NA | | MGACX | Managers AMG FQ Global Alternatives C | 2.21 | -0.10 | -3.17 | 3.41 | NA | | MERFX | Merger | 1.71 | 7.82 | 4.90 | 3.25 | 4.37 | | AARFX | Akros Absolute Return | -3.56 | 12.86 | 19.32 | 3.22 | NA |
* Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors. | 
