Best- and worst-performing alternatives funds
Top 10 Net assets ($M) 1-year return 3-year return 5-year retun Expense ratio* AST QMA U.S. Equity Alpha…
| Top 10 | Net assets ($M) | 1-year return | 3-year return | 5-year retun | Expense ratio* |
|---|---|---|---|---|---|
| AST QMA U.S. Equity Alpha | $531.6 | 25.42% | 25.93% | 17.53% | 1.60% |
| LoCorr Long/Short Commodity Strats A (LCSAX) | $57.2 | 21.47% | N/A | N/A | 2.20% |
| Natixis ASG Managed Futures Strategy A (AMFAX) | $1,290.1 | 20.14% | 3.18% | N/A | 1.70% |
| Glenmede Total Market (GTTMX) | $60.1 | 20.08% | 23.22% | 15.61% | 1.20% |
| Highland Long/Short Healthcare A (HHCAX) | $364.3 | 18.73% | 9.99% | 13.46% | 1.78% |
| Altegris Futures Evolution Strategy A (EVOAX) | $283.3 | 17.79% | N/A | N/A | 2.38% |
| Giralda Manager (GDAMX) | $259.2 | 16.50% | 16.33% | N/A | 0.19% |
| Toews Hedged Core L (THLGX) | $97.8 | 15.62% | 13.71% | N/A | 1.25% |
| RiverPark/Gargoyle Hedged Value Instl (RGHIX) | $67.8 | 15.32% | 18.91% | 13.31% | 1.25% |
| LoCorr Managed Futures Strategy A (LFMAX) | $430.6 | 15.21% | -0.99% | N/A | 2.08% |
| Bottom 10 | Net assets ($M) | 1-year return | 3-year return | 5-year retun | Expense ratio* |
|---|---|---|---|---|---|
| Federated Prudent Bear A (BEARX) | $452.3 | -18.43% | -21.71% | -16.07% | 1.75% |
| Rydex Inverse S&P 500 Strategy Inv (RYURX) | $87.5 | -18.14% | -21.02% | -16.75% | 1.42% |
| Pimco StocksPlus AR Short Strat Instl (PSTIX) | $5,114.6 | -15.49% | -16.37% | -11.72% | 0.64% |
| Grizzly Short (GRZZX) | $72.0 | -14.20% | -22.99% | -17.25% | 1.54% |
| Samson Strong Nations Currency Instl (SCAFX) | $78.3 | -7.23% | N/A | N/A | 1.00% |
| Hussman Strategic Growth (HSGFX) | $1,046.4 | -7.18% | -9.73% | -5.60% | 1.07% |
| MainStay Marketfield I (MFLDX) | $16,035.7 | -6.48% | 8.95% | 8.48% | 1.52% |
| Federated Prudent DollarBear A (PSAFX) | $99.1 | -6.11% | -3.91% | -1.60% | 1.29% |
| Hussman Strategic International (HSIEX) | $93.3 | -5.67% | -2.41% | N/A | 1.48% |
| Merk Hard Currency Inv (MERKX) | $255.5 | -5.43% | -1.37% | 0.16% | 1.30% |
As of Sept. 30. Includes funds with at least $50 million in net assets. Rankings are based on unrounded figures. Distinct classes only. Three-year and five-year returns are annualized. N/A = not available (fund has been in operation for leass than the year indicated). *Annual
Source: Morningstar, Inc.
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