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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 |
|---|
| BMPIX | ProFunds Basic Materials UltraSector Inv | 21.23 | 90.87 | 119.57 | -7.57 | -0.34 | | BMPSX | ProFunds Basic Materials UltraSector Svc | 20.91 | 89.17 | 117.51 | -8.49 | -1.32 | | RYCVX | Rydex Dow 2x Strategy H | 20.58 | 38.53 | 48.05 | -16.86 | -5.91 | | RYLDX | Rydex Dow 2x Strategy A | 20.58 | 38.64 | 48.30 | -16.84 | -5.92 | | RYCYX | Rydex Dow 2x Strategy C | 20.37 | 37.81 | 47.14 | -17.47 | -6.60 | | UDPIX | ProFunds Ultra Dow 30 Inv | 20.31 | 37.26 | 44.78 | -16.75 | -5.86 | | UDPSX | ProFunds Ultra Dow 30 Svc | 20.02 | 36.12 | 43.41 | -17.57 | -6.78 | | WLRVX | Wilmington Large Cap Value A | 19.12 | 12.70 | -10.44 | -3.78 | NA | | SWDIX | Schwab Dividend Equity Investor | 18.62 | 11.05 | 4.88 | -5.45 | 1.41 | | FALDX | Federated American Leaders A | 15.23 | 7.55 | -11.90 | -11.13 | -3.33 |
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 |
|---|
| YAFFX | Yacktman Focused | 10.10 | 59.58 | 76.61 | 8.40 | 8.87 | | YACKX | Yacktman | 9.79 | 56.40 | 69.62 | 6.54 | 7.55 | | FVALX | Forester Value | 5.61 | 17.27 | 26.51 | 4.06 | 3.58 | | VAFGX | Valley Forge | 8.96 | 27.91 | 32.61 | 2.22 | 3.43 | | AMANX | Amana Trust Income | 7.33 | 21.64 | 26.48 | 2.19 | 8.05 | | IFCSX | American Indep Stock A | 4.30 | 27.66 | 35.26 | 1.72 | NA | | FDSAX | SunAmerica Focused Dividend Strategy A | 9.94 | 44.07 | 60.59 | 0.77 | 3.82 | | BAEIX | BB&T Equity Income A | 9.63 | 21.63 | 29.84 | 0.41 | 6.66 | | FDSTX | SunAmerica Focused Dividend Strategy C | 9.69 | 43.21 | 59.43 | 0.13 | 3.16 | | FDSBX | SunAmerica Focused Dividend Strategy B | 9.81 | 43.41 | 59.43 | 0.12 | 3.16 |
* Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors. | 
