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Long/Short Equity: Total Returns

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Data through 5/18/2012. Click here to return to the Fund Category Performance page.
Our favorite Long/Short Equity funds.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Long/Short Equity -3.49 0.21 -3.42 -4.93 5.73 -1.49
Quaker Akros Absolute Return A AARFX -1.52 -0.94 -2.88 -5.29 -1.58 1.36
Alger Dynamic Opportunities C ADOCX -3.28 4.02 -1.94 -6.43 --- ---
Alger Dynamic Opportunities Z ADOZX -3.14 4.46 -1.64 -5.36 --- ---
Aberdeen Equity Long-Short I/S AELSX -4.84 -0.99 -4.59 -3.88 --- ---
ASTON/MD Sass Enhanced Equity N AMBEX -3.17 0.51 -4.09 1.63 10.91 ---
ASTON/MD Sass Enhanced Equity I AMDSX -3.05 0.68 -4.03 1.88 --- ---
AlphaOne U.S. Equity Long Short Investor AORAX -4.42 -12.62 -9.87 -7.77 --- ---
AlphaOne U.S. Equity Long Short I AORCX -4.52 -12.60 -9.76 -7.66 --- ---
AlphaOne U.S. Equity Long Short R AORRX -4.44 -12.75 -9.90 -8.08 --- ---
ASTON/River Road Long-Short N ARLSX -3.18 0.60 -3.37 0.40 --- ---
Allianz RCM Redwood A ARRAX -3.52 0.00 -3.46 -5.35 --- ---
Allianz RCM Redwood A Load Waived ARRAX.LW -3.52 0.00 -3.46 -5.35 --- ---
Allianz RCM Redwood C ARRCX -3.69 -0.42 -3.69 -6.15 --- ---
Allianz RCM Redwood D ARRDX -3.59 -0.07 -3.52 -5.41 --- ---
Allianz RCM Redwood Institutional ARRIX -3.51 0.07 -3.38 -5.02 --- ---
Allianz RCM Redwood P ARRPX -3.58 0.07 -3.45 -5.15 --- ---
Autopilot Managed Growth C AUTCX -2.63 -4.17 -4.03 -14.40 -5.98 ---
Autopilot Managed Growth Inv AUTOX -2.58 -4.08 -3.95 -13.91 -5.32 -5.27
BlackRock Emerging Mkt L/S Eq Investor A BLSAX -0.87 3.31 1.98 --- --- ---
BlackRock Emerging Mkt L/S Eq Inves A LW BLSAX.LW -0.87 3.31 1.98 --- --- ---
BlackRock Emerging Mkt L/S Eq Investor C BLSCX -0.87 3.02 1.89 --- --- ---
BlackRock Emerging Mkt L/S Eq Instl BLSIX -0.77 3.51 2.18 --- --- ---
PTA Comprehensive Alternatives A BPFAX -0.31 -0.80 -0.86 -7.82 --- ---
PTA Comprehensive Alternatives A LW BPFAX.LW -0.31 -0.80 -0.86 -7.82 --- ---
PTA Comprehensive Alternatives C BPFCX -0.32 -1.00 -1.00 -8.46 --- ---
PTA Comprehensive Alternatives I BPFIX -0.31 -0.67 -0.85 -7.55 --- ---
Robeco Boston Partners L/S Rsrch Instl BPIRX -4.17 2.83 -2.93 -0.21 --- ---
Robeco Long/Short Eq Inv BPLEX 0.63 5.72 1.43 8.07 25.43 12.71
Robeco Long/Short Eq I BPLSX 0.65 5.83 1.51 8.34 25.94 13.11
Robeco Boston Partners L/S Rsrch Inv BPRRX -4.18 2.74 -2.94 -0.47 --- ---
Bridgeway Managed Volatility BRBPX -2.01 1.92 -2.18 0.44 6.63 0.34
Bishop Volatility Flex C BVFCX 0.10 0.42 0.21 -2.00 --- ---
Bishop Volatility Flex Investor BVFVX 0.10 0.62 0.31 -1.29 --- ---
CBRE Clarion Long/Short Instl CLSIX -2.45 -0.40 -1.68 --- --- ---
CBRE Clarion Long/Short Inv CLSVX -2.35 -0.30 -1.58 --- --- ---
Caldwell & Orkin Market Opportunity COAGX -0.10 4.22 2.48 3.90 -1.53 3.49
The Collar COLLX -1.76 -0.30 -1.95 -2.65 --- ---
Dunham Loss Averse Growth A DAAVX -2.97 1.81 -4.21 -1.44 --- ---
Dunham Loss Averse Growth A Load Waived DAAVX.LW -2.97 1.81 -4.21 -1.44 --- ---
Delux Long-Short A DACAX -6.78 -6.02 -5.73 --- --- ---
Delux Long-Short A Load Waived DACAX.LW -6.78 -6.02 -5.73 --- --- ---
Delux Long-Short I DACIX -6.77 -5.91 -5.62 --- --- ---
Delux Long-Short N DACNX -6.77 -5.92 -5.63 --- --- ---
Dunham Loss Averse Growth C DCAVX -3.00 1.57 -4.31 -2.01 --- ---
AmericaFirst Defensive Growth A DGQAX -1.80 0.58 -1.24 --- --- ---
AmericaFirst Defensive Growth A LW DGQAX.LW -1.80 0.58 -1.24 --- --- ---
AmericaFirst Defensive Growth I DGQIX -1.79 0.97 -1.14 --- --- ---
AmericaFirst Defensive Growth U DGQUX -1.81 0.49 -1.34 --- --- ---
Diamond Hill Long-Short C DHFCX -3.84 0.38 -5.40 -1.38 5.11 -1.87
Diamond Hill Long-Short I DHLSX -3.78 0.77 -5.17 -0.40 6.23 -0.78
Diamond Hill Long-Short A DIAMX -3.77 0.66 -5.17 -0.65 5.89 -1.12
Diamond Hill Long-Short A Load Waived DIAMX.LW -3.77 0.66 -5.17 -0.65 5.89 -1.12
Diamond Hill Long-Short Y DIAYX -3.78 0.83 -5.11 --- --- ---
Dunham Loss Averse Growth N DNAVX -2.88 1.99 -4.06 -1.00 --- ---
Direxion Lg/Shrt Global IPO C DXGCX -3.84 2.84 -4.03 -18.03 --- ---
Direxion Lg/Shrt Global IPO A DXIIX -3.79 3.15 -3.75 -17.45 --- ---
Eaton Vance Risk-Managed Equity Option A EROAX -2.36 0.86 -1.68 -4.29 1.63 ---
Eaton Vance Risk-Managed Equity Opt A LW EROAX.LW -2.36 0.86 -1.68 -4.29 1.63 ---
Eaton Vance Risk-Managed Equity Option C EROCX -2.25 0.58 -1.70 -4.92 0.87 ---
Eaton Vance Risk-Managed Equity Option I EROIX -2.35 1.00 -1.53 -4.07 1.86 ---
Forward Endurance Long/Short Instl FENIX -6.92 -1.48 -0.36 --- --- ---
Forward Endurance Long/Short Investor FENRX -6.96 --- -0.49 --- --- ---
Forward Tactical Growth Investor FFTGX -2.21 3.76 -1.61 -4.10 --- ---
Wasatch Long/Short FMLSX -6.61 -2.18 -8.65 -6.45 8.20 2.27
Forward Tactical Growth A FTAGX -2.22 3.70 -1.66 -4.23 --- ---
Forward Tactical Growth A Load Waived FTAGX.LW -2.22 3.70 -1.66 -4.23 --- ---
Forward Tactical Enhanced A FTEAX -0.97 6.26 -0.89 -1.70 --- ---
Forward Tactical Enhanced A Load Waived FTEAX.LW -0.97 6.26 -0.89 -1.70 --- ---
Forward Tactical Enhanced Inv FTEEX -0.97 6.28 -0.89 -1.58 --- ---
Forward Tactical Enhanced C FTEGX -1.02 6.07 -1.02 -2.16 --- ---
Forward Tactical Enhanced M FTENX -0.96 6.38 -0.81 -1.23 --- ---
Forward Tactical Enhanced Instl FTETX -0.96 6.38 -0.81 -1.23 --- ---
Forward Tactical Growth M FTGMX -2.15 3.89 -1.52 -3.75 --- ---
Forward Tactical Growth C FTGOX -2.25 3.53 -1.71 -4.63 --- ---
Forward Tactical Growth Inst FTGWX -2.16 3.89 -1.52 -3.75 --- ---
Forester Value N FVALX 1.33 1.50 0.16 -3.62 7.39 3.14
Forester Value I FVILX 1.39 1.63 0.24 -3.17 --- ---
Forester Value R FVRLX 1.39 1.39 0.08 -3.28 --- ---
Gateway A GATEX -2.30 0.27 -1.41 -0.15 5.60 0.47
Gateway A Load Waived GATEX.LW -2.30 0.27 -1.41 -0.15 5.60 0.47
Aberdeen Equity Long-Short Inst GGUIX -4.82 -0.90 -4.49 -3.70 1.92 0.24
Aberdeen Equity Long-Short R GLSRX -4.77 -1.03 -4.59 -4.11 1.41 -0.29
Glenmede Long/Short GTAPX -3.57 1.49 -3.87 -0.63 4.24 -2.35
Gateway C GTECX -2.38 -0.01 -1.58 -0.89 4.80 ---
Gateway Y GTEYX -2.30 0.36 -1.36 0.09 5.86 ---
Pyxis Energy and Materials A HEFAX -2.44 -1.38 -3.67 --- --- ---
Pyxis Energy and Materials A LW HEFAX.LW -2.44 -1.38 -3.67 --- --- ---
Pyxis Energy and Materials C HEFCX -2.45 -1.58 -3.86 --- --- ---
Pyxis Energy and Materials R HEFRX -2.45 -1.38 -3.76 --- --- ---
Pyxis Energy and Materials Y HEFYX -2.44 -1.28 -3.66 --- --- ---
Pyxis Long/Short Equity A HEOAX -3.61 1.39 -2.84 -1.02 4.64 1.44
Pyxis Long/Short Equity A Load Waived HEOAX.LW -3.61 1.39 -2.84 -1.02 4.64 1.44
Pyxis Long/Short Equity C HEOCX -3.62 1.33 -2.92 -1.60 4.09 0.84
Pyxis Long/Short Equity Z HEOZX -3.46 1.55 -2.71 -0.74 4.90 1.78
Pyxis Long/Short Healthcare A HHCAX -6.18 -5.53 -3.15 -7.80 8.92 ---
Pyxis Long/Short Healthcare A LW HHCAX.LW -6.18 -5.53 -3.15 -7.80 8.92 ---
Pyxis Long/Short Healthcare C HHCCX -6.16 -5.66 -3.13 -8.33 8.40 ---
Pyxis Long/Short Healthcare Z HHCZX -6.19 -5.37 -3.11 -7.48 9.22 ---
Hancock Horizon Quant Long/Short A HHQAX -8.14 -1.84 -8.98 -11.31 10.21 ---
Hancock Horizon Quant Long/Short A LW HHQAX.LW -8.14 -1.84 -8.98 -11.31 10.21 ---
Hancock Horizon Quant Long/Short C HHQCX -8.17 -2.09 -9.15 -11.96 9.41 ---
Hancock Horizon Quant Long/Short Trust HHQTX -8.13 -1.70 -8.91 -11.07 10.50 ---
Hatteras Long / Short Equity A HLSAX -2.72 -0.79 -4.58 0.00 --- ---
Hatteras Long / Short Equity A LW HLSAX.LW -2.72 -0.79 -4.58 0.00 --- ---
Hatteras Long / Short Equity Instl HLSIX -2.71 -0.59 -4.47 0.40 --- ---
Hussman Strategic Growth HSGFX 3.27 -3.46 1.44 -2.74 -2.00 -1.33
Hussman Strategic International HSIEX -0.20 0.72 1.98 -4.89 --- ---
ICON Long/Short C IOLCX -9.72 2.59 -8.10 -3.46 7.48 -7.01
ICON Long/Short S IOLZX -9.62 3.05 -7.84 -2.45 8.66 -6.12
ICON Long/Short A ISTAX -9.57 2.94 -7.89 -2.70 8.32 -6.30
ICON Long/Short A Load Waived ISTAX.LW -9.57 2.94 -7.89 -2.70 8.32 -6.30
Janus Global Market Neutral A JALSX -1.32 -7.42 -2.72 -8.86 0.09 -5.47
Janus Global Market Neutral A LW JALSX.LW -1.32 -7.42 -2.72 -8.86 0.09 -5.47
James Long-Short JAZZX -3.38 4.16 -1.09 --- --- ---
Janus Global Market Neutral C JCLSX -1.34 -7.75 -2.88 -9.41 -0.45 -6.06
JPMorgan Research Equity Long/Short A JLSAX -2.73 2.03 -2.67 -5.01 --- ---
JPMorgan Research Equity Long/Short A LW JLSAX.LW -2.73 2.03 -2.67 -5.01 --- ---
JPMorgan Research Equity Long/Short C JLSCX -2.82 1.83 -2.76 -5.56 --- ---
Janus Global Market Neutral I JLSIX -1.19 -7.24 -2.57 -8.50 0.44 -5.17
JPMorgan Research Equity Long/Short R5 JLSRX -2.71 2.22 -2.51 -4.60 --- ---
JPMorgan Research Equity Long/Short Sel JLSSX -2.72 2.16 -2.59 -4.80 --- ---
Janus Global Market Neutral T JLSTX -1.30 -7.43 -2.79 -8.72 --- ---
Janus Global Market Neutral R JRLSX -1.16 -7.51 -2.80 -9.01 -0.17 -6.81
Janus Global Market Neutral S JSLSX -1.29 -6.98 -2.21 -8.28 0.23 -5.43
Keeley Alternative Value I KALIX -2.86 6.68 -5.57 -6.20 --- ---
Keeley Alternative Value A KALVX -2.77 6.60 -5.61 -6.34 --- ---
Keeley Alternative Value A Load Waived KALVX.LW -2.77 6.60 -5.61 -6.34 --- ---
Leigh Baldwin Total Return LEBOX -4.06 -3.97 -5.59 -7.15 0.12 ---
The Lacerte Guardian A LGFAX -4.20 -1.03 -4.47 -5.52 --- ---
The Lacerte Guardian A Load Waived LGFAX.LW -4.20 -1.03 -4.47 -5.52 --- ---
The Lacerte Guardian I LGFIX -4.25 -0.95 -4.45 -5.33 --- ---
LS Opportunity LSOFX -3.69 -0.88 -6.01 -9.63 --- ---
Marketfield MFLDX 0.34 6.56 2.82 7.02 15.33 ---
Aberdeen Equity Long-Short A MLSAX -4.81 -1.00 -4.56 -3.92 1.63 -0.04
Aberdeen Equity Long-Short A LW MLSAX.LW -4.81 -1.00 -4.56 -3.92 1.63 -0.04
Aberdeen Equity Long-Short C MLSCX -4.94 -1.28 -4.82 -4.63 0.91 -0.75
Navigator Equity Hedged A NAVAX -5.13 -1.14 -8.03 -12.45 --- ---
Navigator Equity Hedged A Load Waived NAVAX.LW -5.13 -1.14 -8.03 -12.45 --- ---
Navigator Equity Hedged C NAVCX -5.27 -1.49 -8.20 -13.10 --- ---
Navigator Equity Hedged I NAVIX -5.22 -1.13 -7.92 -12.30 --- ---
Orinda Multi-Manager Hedged Equity A OHEAX -4.36 -0.33 -5.03 -2.52 --- ---
Orinda Multi-Manager Hedged Equity A LW OHEAX.LW -4.36 -0.33 -5.03 -2.52 --- ---
Orinda Multi-Manager Hedged Equity C OHECX -4.44 -0.62 -5.22 -3.33 --- ---
Orinda Multi-Manager Hedged Equity I OHEIX -4.35 -0.20 -4.94 -2.24 --- ---
Direxion Evolution All-Cap Equity Inv PEVEX -6.85 -1.07 -8.37 -15.22 -4.68 -9.66
Quaker Akros Absolute Return C QASDX -1.66 -1.19 -3.15 -6.00 --- ---
Quaker Akros Absolute Return Instl QASIX -1.63 -0.94 -2.99 -5.16 --- ---
Quaker Event Arbitrage A QEAAX -1.56 3.36 -0.99 -3.75 5.96 -1.32
Quaker Event Arbitrage A Load Waived QEAAX.LW -1.56 3.36 -0.99 -3.75 5.96 -1.32
Quaker Event Arbitrage C QEACX -1.66 2.96 -1.25 -4.48 --- ---
Quaker Event Arbitrage I QEAIX -1.56 3.35 -0.99 -3.51 --- ---
RiverPark Long/Short Opportunity Retail RLSFX -8.04 --- --- --- --- ---
RiverPark Long/Short Opportunity Instl RLSIX -8.04 12.21 --- --- --- ---
Royce Opportunity Select Invmt ROSFX -5.02 8.13 -9.26 -13.28 --- ---
Guggenheim Long Short Equity Strategy A RYJJX -4.42 -0.86 -5.53 -4.10 --- ---
Guggenheim Long Short Equity Strate A LW RYJJX.LW -4.42 -0.86 -5.53 -4.10 --- ---
Guggenheim Long Short Equity Strategy C RYJKX -4.49 -1.19 -5.72 -4.88 --- ---
Guggenheim Long Short Equity Strategy H RYJLX -4.42 -0.86 -5.53 -4.10 --- ---
Guggenheim Long Short Equity Strategy I RYJMX -4.40 -0.78 -5.47 -3.90 --- ---
Guggenheim Alpha Opportunity A SAOAX -9.58 -0.52 -9.73 -7.55 16.82 1.63
Guggenheim Alpha Opportunity A LW SAOAX.LW -9.58 -0.52 -9.73 -7.55 16.82 1.63
Guggenheim Alpha Opportunity B SAOBX -9.66 -0.84 -9.97 -8.33 15.84 0.81
Guggenheim Alpha Opportunity C SAOCX -9.66 -0.84 -9.97 -8.33 15.95 0.81
Guggenheim Alpha Opportunity Instl SAOIX -9.00 0.19 -9.11 -6.83 17.36 ---
Schooner Fund A SCNAX -2.52 2.61 -2.64 3.18 11.03 ---
Schooner Fund A Load Waived SCNAX.LW -2.52 2.61 -2.64 3.18 11.03 ---
Alger Dynamic Opportunities A SPEDX -3.24 4.37 -1.65 -5.63 --- ---
Alger Dynamic Opportunities A LW SPEDX.LW -3.24 4.37 -1.65 -5.63 --- ---
Catalyst Strategic Value A STVAX -4.93 -4.93 -6.90 -11.70 --- ---
Catalyst Strategic Value A Load Waived STVAX.LW -4.93 -4.93 -6.90 -11.70 --- ---
Catalyst Strategic Value C STVCX -4.96 -5.25 -7.03 -12.42 --- ---
Schwab Hedged Equity SWHEX -4.42 -1.03 -4.71 -4.77 7.89 -1.51
FundX Tactical Upgrader TACTX -4.75 -0.75 -3.42 -0.11 4.15 ---
Tatro Capital Tactical Appreciation Inv TCTNX -6.37 -7.65 -9.52 -5.18 --- ---
Touchstone Dynamic Equity A TDEAX -4.30 0.96 -1.78 0.58 7.55 -5.61
Touchstone Dynamic Equity A Load Waived TDEAX.LW -4.30 0.96 -1.78 0.58 7.55 -5.61
Touchstone Dynamic Equity C TDECX -4.42 0.67 -1.97 -0.13 6.74 -6.31
Touchstone Dynamic Equity Instl TDELX -4.32 1.14 -1.67 0.85 7.83 -5.37
Touchstone Dynamic Equity Y TDEYX -4.24 1.11 -1.67 0.83 7.83 -5.38
Thesis Flexible TFLEX -1.34 9.55 0.11 -3.88 --- ---
Toews Hedged Emerging Markets Fund THEMX -0.14 3.92 -5.17 -27.30 -3.98 ---
Toews Hedged International Dev Mkts THIDX -2.20 -1.82 -6.44 -23.84 --- ---
Toews Hedged Large-Cap THLGX -2.86 8.82 -0.42 -9.69 --- ---
Toews Hedged Small & Mid Cap THSMX -1.71 7.24 -3.87 -13.83 --- ---
Turner Medical Sciences Long/Short C TMSCX -0.30 -2.53 -1.18 -4.84 --- ---
Turner Medical Sciences Long/Short Instl TMSEX -0.10 -2.12 -0.88 -3.89 --- ---
Turner Medical Sciences Long/Short Inv TMSFX -0.20 -2.32 -1.08 -4.17 --- ---
Turner Spectrum C TSCCX -1.93 -0.19 -2.29 -4.50 --- ---
Turner Spectrum Inv TSPCX -1.80 0.09 -2.07 -3.76 4.52 ---
Turner Spectrum Instl TSPEX -1.79 0.27 -1.96 -3.49 4.77 ---
Turner Titan C TTLCX -2.33 3.40 -1.18 0.10 --- ---
Turner Titan Instl TTLEX -2.31 3.78 -0.97 1.09 --- ---
Turner Titan Inv TTLFX -2.22 3.79 -0.98 0.89 --- ---
Wegener Adaptive Growth WAGFX 1.13 0.97 2.80 -23.81 -6.90 -1.62
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