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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 |
|---|
| SWHIX | Schwab Hedged Equity Investor | 12.36 | 11.44 | -3.24 | -3.81 | NA | | RTAAX | Threadneedle Global Extended Alpha A | 11.36 | 34.27 | 61.88 | NA | NA | | RTACX | Threadneedle Global Extended Alpha C | 11.15 | 33.38 | 60.66 | NA | NA | | JPSAX | JPMorgan Intrepid Plus A | 10.09 | 27.21 | 54.91 | -6.72 | NA | | JPSCX | JPMorgan Intrepid Plus C | 9.92 | 26.60 | 54.26 | -7.18 | NA | | JLSTX | Janus Long/Short T | 9.17 | NA | NA | NA | NA | | DSFAX | Natixis ASG Diversifying Strategies A | 8.52 | NA | NA | NA | NA | | DSFYX | Natixis ASG Diversifying Strategies Y | 8.52 | NA | NA | NA | NA | | IOLIX | ICON Long/Short I | 8.36 | 15.03 | 34.54 | -8.63 | -1.06 | | JRLSX | Janus Long/Short R | 8.36 | 4.19 | 17.16 | -3.61 | 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 | 6.54 | 35.38 | 60.65 | 11.72 | NA | | BPLEX | Robeco Long/Short Eq Inv | 7.68 | 76.86 | 122.77 | 11.20 | 13.33 | | COAGX | Caldwell & Orkin Market Opportunity | -3.14 | -2.72 | -2.91 | 8.38 | 5.71 | | TFSMX | TFS Market Neutral | 1.87 | 15.57 | 27.88 | 7.87 | 9.53 | | JMNAX | JPMorgan Market Neutral A | 0.91 | 9.92 | 11.34 | 5.47 | 4.35 | | ARBFX | Arbitrage R | 1.50 | 8.97 | 17.74 | 5.26 | 4.73 | | MGAAX | Managers AMG FQ Global Alternatives A | 2.36 | 1.12 | -2.79 | 4.41 | NA | | MGACX | Managers AMG FQ Global Alternatives C | 2.19 | 0.41 | -3.49 | 3.62 | NA | | AARFX | Akros Absolute Return | -3.06 | 13.21 | 27.94 | 3.44 | NA | | MERFX | Merger | 1.65 | 7.82 | 5.95 | 3.29 | 4.43 |
* Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors. | 
