Welcome! Please Log In
Go
Data through 11/20/2009. Our favorite Long-Short funds
Fund Category : Long-Short : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Long-Short -0.14 9.60 2.86 18.53 -1.58 1.95
Robeco Long/Short Eq I -1.42 78.21 8.24 124.23 11.65 13.71
Robeco Long/Short Eq Inv -1.95 76.86 7.68 122.77 11.20 13.33
Forward Long/Short Credit Analysis Inst -3.33 40.29 7.09 34.64 --- ---
Forward Long/Short Credit Analysis Inv -3.44 39.81 6.99 34.05 --- ---
Wegener Adaptive Growth -5.27 35.38 6.54 60.65 11.72 ---
Threadneedle Global Extended Alpha R5 -0.53 34.60 11.45 62.40 --- ---
Threadneedle Global Extended Alpha R4 -0.53 34.38 11.40 62.14 --- ---
Threadneedle Global Extended Alpha A LW -0.53 34.27 11.36 61.88 --- ---
Threadneedle Global Extended Alpha A -0.53 34.27 11.36 61.88 --- ---
Threadneedle Global Extended Alpha R3 -0.53 34.05 11.38 61.76 --- ---
Threadneedle Global Extended Alpha R2 -0.59 33.74 11.22 61.30 --- ---
Threadneedle Global Extended Alpha C -0.59 33.38 11.15 60.66 --- ---
JPMorgan Intrepid Plus Sel -0.76 27.45 10.14 55.37 -6.48 ---
Wasatch-1st Source Long/Short -0.88 27.25 5.12 48.24 2.48 5.15
JPMorgan Intrepid Plus A Load Waived -0.76 27.21 10.09 54.91 -6.72 ---
JPMorgan Intrepid Plus A -0.76 27.21 10.09 54.91 -6.72 ---
JPMorgan Intrepid Plus C -0.77 26.60 9.92 54.26 -7.18 ---
Marketfield -2.24 25.33 4.33 37.88 --- ---
Absolute Opportunities Instl 0.81 22.76 3.05 28.60 --- ---
KCM Macro Trends R-1 -3.34 22.74 6.58 21.51 --- ---
Templeton Global Long-Short A -2.04 21.78 6.10 43.10 -5.27 -0.07
Templeton Global Long-Short A LW -2.04 21.55 6.10 8.34 -13.94 -5.66
Rydex/SGI Alpha Opportunity Instl -1.23 21.29 9.47 48.76 --- ---
Rydex/SGI Alpha Opportunity A LW -1.35 20.99 9.36 48.47 -2.15 2.89
Rydex/SGI Alpha Opportunity A -1.35 20.99 9.36 48.47 -2.15 2.89
Templeton Global Long-Short B -2.22 20.94 5.87 41.98 -5.95 -0.79
Beta Hedged Strategies -1.66 20.54 4.54 24.05 -4.92 ---
Rydex/SGI Alpha Opportunity B -1.44 20.35 9.16 47.31 -2.90 2.12
Virtus AlphaSector Allocation A LW 0.00 20.24 6.73 36.23 -1.57 2.08
Virtus AlphaSector Allocation A 0.00 20.24 6.73 36.23 -1.57 2.08
Rydex/SGI Alpha Opportunity C -1.44 20.23 9.19 47.22 -2.97 2.08
Beta Hedged Strategies C -1.80 19.95 4.28 23.33 -5.57 ---
Virtus AlphaSector Allocation C -0.10 19.46 6.41 35.09 -2.35 1.30
Absolute Strategies I 0.29 18.20 3.75 26.14 2.76 ---
Absolute Strategies R 0.19 17.73 3.65 25.62 2.33 ---
Alpha Hedged Strategies C -2.00 17.37 3.41 18.97 -4.47 ---
PIMCO Fundamental Advtg Total Ret Instl -0.19 17.29 1.90 31.45 --- ---
PIMCO Fundamental Advantage Total Ret D 0.00 17.00 1.92 30.84 --- ---
Alpha Hedged Strategies -1.88 17.00 3.56 18.66 -4.08 -0.19
PIMCO Fundamental Advantage Total Ret A 0.00 16.70 1.92 30.71 --- ---
PIMCO Fundamental Advantage Total R A LW 0.00 16.70 1.92 30.71 --- ---
Diamond Hill Long-Short I 1.38 16.37 5.98 33.41 -1.55 ---
PIMCO Fundamental Advantage Total Ret C 0.00 16.30 1.71 29.89 --- ---
Diamond Hill Long-Short A Load Waived 1.39 15.98 5.87 32.94 -1.93 5.64
Diamond Hill Long-Short A 1.39 15.98 5.87 32.94 -1.93 5.64
Highland Long/Short Equity Z -1.71 15.96 4.41 17.55 --- ---
MFS Diversified Target Return W -0.78 15.93 5.59 26.28 --- ---
MFS Diversified Target Return R4 -0.78 15.91 5.58 26.25 --- ---
MFS Diversified Target Return I -0.78 15.78 5.59 26.10 --- ---
MFS Diversified Target Return R3 -0.79 15.71 5.49 25.89 --- ---
IQ Alpha Hedge Strategy Inst 0.38 15.68 5.71 26.80 --- ---
Highland Long/Short Equity A LW -1.91 15.65 4.35 17.25 --- ---
Highland Long/Short Equity A -1.91 15.65 4.35 17.25 --- ---
MFS Diversified Target Return A LW -0.79 15.60 5.50 25.78 --- ---
MFS Diversified Target Return A -0.79 15.60 5.50 25.78 --- ---
TFS Market Neutral -1.30 15.57 1.87 27.88 7.87 9.53
IQ Alpha Hedge Strategy Inv 0.38 15.49 5.63 26.63 --- ---
ICON Long/Short Z 1.72 15.46 8.39 34.99 -8.60 -0.95
MFS Diversified Target Return R2 -0.79 15.35 5.40 25.56 --- ---
Highland Long/Short Equity C -1.94 15.29 4.22 16.78 --- ---
Diamond Hill Long-Short C 1.32 15.21 5.74 31.98 -2.68 4.85
ICON Long/Short A Load Waived 1.74 15.12 8.30 34.61 -8.73 ---
ICON Long/Short A 1.74 15.12 8.30 34.61 -8.73 ---
ICON Long/Short I 1.73 15.03 8.36 34.54 -8.63 -1.06
MFS Diversified Target Return R1 -0.80 14.93 5.33 24.98 --- ---
MFS Diversified Target Return C -0.80 14.93 5.33 24.98 --- ---
MFS Diversified Target Return B -0.80 14.91 5.32 24.95 --- ---
ICON Long/Short C 1.64 14.30 8.10 33.56 -9.38 -1.87
Akros Absolute Return -1.96 13.21 -3.06 27.94 3.44 ---
Schwab Hedged Equity Select -0.57 12.88 5.69 21.89 -3.54 2.34
Calamos Market Neutral Income I 0.18 12.55 3.38 21.90 1.46 2.43
Calamos Market Neutral Income A LW 0.17 12.31 3.38 21.71 1.23 2.16
Calamos Market Neutral Income A 0.17 12.31 3.38 21.71 1.23 2.16
Calamos Market Neutral Income R 0.17 12.13 3.29 21.39 --- ---
Palantir Fund -1.51 12.12 -1.61 26.98 --- ---
SSgA Directional Core Equity -2.27 11.91 4.40 25.36 -6.03 ---
Calamos Market Neutral Income B 0.08 11.62 3.17 20.71 0.46 1.39
Calamos Market Neutral Income C 0.09 11.59 3.13 20.65 0.44 1.38
EAS Genesis I -0.31 11.32 3.21 16.50 --- ---
EAS Genesis A Load Waived -0.21 11.09 3.22 16.24 --- ---
EAS Genesis A -0.21 11.09 3.22 16.24 --- ---
EAS Genesis C -0.31 10.51 3.01 15.50 --- ---
ING Alternative Beta W -0.45 10.49 2.41 --- --- ---
ING Alternative Beta I -0.45 10.49 2.41 --- --- ---
JPMorgan Market Neutral Instl 0.89 10.33 1.02 11.81 5.97 4.85
ING Alternative Beta A Load Waived -0.45 10.29 2.41 --- --- ---
ING Alternative Beta A -0.45 10.29 2.41 --- --- ---
JPMorgan Market Neutral A Load Waived 0.91 9.92 0.91 11.34 5.47 4.13
JPMorgan Market Neutral A 0.91 9.92 0.91 11.34 5.47 4.35
ING Alternative Beta C -0.54 9.49 2.14 --- --- ---
ING Alternative Beta B -0.54 9.49 2.14 --- --- ---
JPMorgan Market Neutral B 0.86 9.45 0.80 10.81 4.93 3.83
Natixis ASG Global Alternatives Y -0.09 9.19 3.12 10.66 --- ---
Arbitrage I 0.38 9.10 1.55 17.86 5.44 4.93
Natixis ASG Global Alternatives A LW 0.00 9.09 3.13 10.42 --- ---
Natixis ASG Global Alternatives A 0.00 9.09 3.13 10.42 --- ---
Arbitrage R 0.39 8.97 1.50 17.74 5.26 4.73
Natixis ASG Global Alternatives C -0.10 8.36 2.94 9.63 --- ---
Dunham Monthly Distribution N 0.21 8.13 1.55 17.45 --- ---
Sound Mind Investing Managed Volatility -2.58 8.07 3.33 20.88 --- ---
Dunham Monthly Distribution A LW 0.19 7.88 1.46 17.15 -7.86 -3.10
Dunham Monthly Distribution A 0.19 7.88 1.46 17.15 -7.86 -3.10
Merger 0.19 7.82 1.65 5.95 3.29 4.43
Vantagepoint Diversified Assets 0.71 7.54 2.57 8.01 --- ---
Virtus Market Neutral A Load Waived -1.79 7.30 0.48 7.86 -0.59 -1.20
Virtus Market Neutral A -1.79 7.30 0.48 7.86 -0.59 -1.20
Alternative Strategies I -1.59 7.17 3.67 11.54 --- ---
Dunham Monthly Distribution C 0.11 7.13 1.26 16.25 -8.74 -3.95
Alternative Strategies A Load Waived -1.58 7.09 3.60 11.32 --- ---
Alternative Strategies A -1.58 7.09 3.60 11.32 --- ---
Virtus Market Neutral C -1.88 6.55 0.20 7.00 -1.38 -1.95
Virtus Market Neutral B -1.87 6.52 0.20 6.97 -1.38 -1.96
Goldman Sachs Absolute Return Tracker IR 0.11 6.29 1.44 12.30 --- ---
Goldman Sachs Absolute Return Tracker I 0.11 6.28 1.44 12.29 --- ---
Goldman Sachs Absolute Return Tracker A 0.11 5.94 1.34 11.95 --- ---
Goldman Sachs Absolute Return Track A LW 0.11 5.94 1.34 11.95 --- ---
Goldman Sachs Absolute Return Tracker R 0.00 5.60 1.23 11.59 --- ---
Gateway Y 1.05 5.42 2.87 19.92 --- ---
Eaton Vance Risk-Managed Eq Option Inc I 1.25 5.36 4.04 11.97 --- ---
Goldman Sachs Absolute Return Tracker C 0.00 5.27 1.12 11.12 --- ---
Gateway A Load Waived 1.01 5.19 2.81 19.68 -0.58 2.65
Gateway A 1.01 5.19 2.81 19.68 -0.58 2.65
Eaton Vance Risk-Managed Eq Option Inc A 1.22 5.07 3.88 11.68 --- ---
Eaton Vance Risk-Managed Eq Option A LW 1.22 5.07 3.88 11.68 --- ---
Aberdeen Equity Long-Short Inst -2.17 5.04 0.00 7.65 1.75 3.70
Janus Long/Short I 1.61 4.88 8.48 17.96 -1.13 ---
Aberdeen Equity Long-Short A LW -2.27 4.68 -0.19 7.29 1.48 3.42
Aberdeen Equity Long-Short A -2.27 4.68 -0.19 7.29 1.48 3.42
Hussman Strategic Growth 0.16 4.66 -1.23 14.11 0.09 2.05
Aberdeen Equity Long-Short R -2.23 4.58 -0.19 7.14 1.16 3.15
Gateway C 0.97 4.52 2.63 18.77 --- ---
Janus Long/Short A Load Waived 1.62 4.47 8.30 17.60 -1.45 ---
Janus Long/Short A 1.62 4.47 8.30 17.60 -1.45 ---
Eaton Vance Risk-Managed Eq Option Inc C 1.06 4.33 3.74 10.78 --- ---
Janus Long/Short S 1.60 4.31 8.20 17.36 -1.58 ---
Janus Long/Short R 1.61 4.19 8.36 17.16 -3.61 ---
Aberdeen Equity Long-Short C -2.26 4.16 -0.26 6.58 0.76 2.69
Aberdeen Equity Long-Short B -2.37 4.04 -0.29 6.52 0.74 2.66
Janus Long/Short C 1.54 3.88 8.20 16.88 -2.14 ---
Old Mutual Analytic Z 2.70 3.87 5.92 15.01 -10.78 -1.85
Old Mutual Analytic I 2.70 3.75 5.79 14.99 -10.75 ---
Old Mutual Analytic A Load Waived 2.72 3.67 5.85 14.85 -10.95 ---
Old Mutual Analytic A 2.72 3.67 5.85 14.85 -10.95 ---
Old Mutual Analytic C 2.70 2.94 5.68 13.95 -11.61 ---
Arrow Alternative Solutions A LW -0.45 1.86 0.91 2.84 --- ---
Arrow Alternative Solutions A -0.45 1.86 0.91 2.84 --- ---
Arrow Alternative Solutions C -0.46 1.19 0.81 2.09 --- ---
Managers AMG FQ Global Alternatives A LW 1.32 1.12 2.36 -2.79 4.41 ---
Managers AMG FQ Global Alternatives A 1.32 1.12 2.36 -2.79 4.41 ---
Managers AMG FQ Global Alternatives C 1.35 0.41 2.19 -3.49 3.62 ---
Glenmede Long/Short -1.46 0.19 1.35 9.94 -4.11 ---
DWS Disciplined Market Neutral S 0.00 0.11 -0.21 4.45 0.67 ---
DWS Disciplined Market Neutral Instl 0.00 0.11 -0.32 4.50 0.70 ---
DWS Disciplined Market Neutral A LW 0.00 -0.11 -0.32 4.19 0.47 ---
DWS Disciplined Market Neutral A 0.00 -0.11 -0.32 4.19 0.47 ---
JPMorgan Multi-Cap Market Neutral Sel 0.30 -0.49 -1.95 3.07 -0.47 1.80
JPMorgan Multi-Cap Market Neutral A LW 0.20 -0.79 -1.96 2.78 -0.74 1.54
JPMorgan Multi-Cap Market Neutral A 0.20 -0.79 -1.96 2.78 -0.74 1.54
DWS Disciplined Market Neutral C -0.11 -0.85 -0.53 3.37 -0.35 ---
JPMorgan Multi-Cap Market Neutral C 0.20 -1.41 -2.10 1.98 -1.46 0.78
JPMorgan Multi-Cap Market Neutral B 0.10 -1.41 -2.20 1.99 -1.49 0.77
Rydex/SGI Multi-Hedge Strategies H 0.29 -2.27 1.62 6.22 -5.69 ---
Rydex/SGI Multi-Hedge Strategies A LW 0.24 -2.27 1.62 6.17 -5.71 ---
Rydex/SGI Multi-Hedge Strategies A 0.24 -2.27 1.62 6.17 -5.71 ---
Rydex/SGI Managed Futures Strategy H 1.07 -2.57 0.44 -7.82 --- ---
Rydex/SGI Managed Futures Strategy A LW 1.07 -2.57 0.44 -7.82 --- ---
Rydex/SGI Managed Futures Strategy A 1.07 -2.57 0.44 -7.82 --- ---
Caldwell & Orkin Market Opportunity -3.37 -2.72 -3.14 -2.91 8.38 5.71
Rydex/SGI Multi-Hedge Strategies C 0.20 -2.91 1.42 5.37 -6.41 ---
Rydex/SGI Managed Futures Strategy C 1.02 -3.22 0.23 -8.51 --- ---
Highbridge Statistical Mkt Neutral Sel -0.69 -3.34 -1.24 -1.78 2.14 ---
Highbridge Statistical Mkt Neutral A LW -0.69 -3.54 -1.31 -2.02 1.90 ---
Highbridge Statistical Mkt Neutral A -0.69 -3.54 -1.31 -2.02 1.90 ---
Highbridge Statistical Mkt Neutral C -0.76 -3.99 -1.45 -2.57 1.36 ---
Fusion Global Long/Short -1.09 -5.49 -0.61 -1.64 --- ---
American Century Lg-Shrt Mkt Netrl Ins 0.90 -6.51 -0.10 -7.02 -0.69 ---
American Century Lg-Shrt Mkt Netrl Inv 0.91 -6.63 -0.20 -7.24 -0.92 ---
American Century Lg-Shrt Mkt Netrl A LW 0.81 -6.84 -0.30 -7.45 -1.15 ---
American Century Lg-Shrt Mkt Netrl A 0.81 -6.84 -0.30 -7.45 -1.15 ---
American Century Lg-Shrt Mkt Netrl R 0.82 -7.06 -0.30 -7.67 -1.40 ---
Autopilot Managed Growth Inv -0.50 -7.08 1.91 -8.20 -1.50 ---
GMO Alpha Only IV 1.62 -7.18 0.20 -10.31 4.23 ---
GMO Alpha Only III 1.62 -7.19 0.20 -10.41 4.19 4.18
American Century Lg-Shrt Mkt Netrl C 0.73 -7.52 -0.51 -8.22 -1.91 ---
American Century Lg-Shrt Mkt Netrl B 0.73 -7.52 -0.51 -8.22 -1.91 ---
Nakoma Absolute Return -1.08 -8.25 -2.97 -8.00 --- ---
Direxion Evolution All-Cap Equity Inv -7.24 -9.21 -5.18 -4.93 -10.81 -1.17
Quaker Long-Short Tactical Allc A LW 0.69 -9.71 -9.71 34.25 -6.00 -2.77
Quaker Long-Short Tactical Allc A 0.69 -9.71 -9.71 34.25 -6.00 -2.77
Zacks Market Neutral A Load Waived -0.15 -10.38 -1.99 -11.47 --- ---
Zacks Market Neutral A -0.15 -10.38 -1.99 -11.47 --- ---
Zacks Market Neutral C -0.23 -10.96 -2.23 -12.11 --- ---
Vanguard Market Neutral I 0.52 -11.21 -0.72 -10.28 -1.98 2.07
Vanguard Market Neutral Inv 0.52 -11.29 -0.72 -10.24 -2.09 1.88
Direxion Commodity Trends Strat Inv 0.21 -11.86 -3.26 -19.47 --- ---
James Market Neutral 1.92 -13.59 4.55 -17.13 -3.94 -1.19
The Collar -0.19 --- 1.57 --- --- ---
Sherwood Forest Long/Short P -1.76 --- -0.15 --- --- ---
Sherwood Forest Long/Short Instl -1.72 --- -0.07 --- --- ---
Rydex/SGI L/S Commodities Strategy H 2.94 --- -1.66 --- --- ---
Rydex/SGI Global Market Neutral H -0.74 --- -0.90 --- --- ---
Rydex/SGI Global Market Neutral C -0.78 --- -1.23 --- --- ---
Rydex/SGI Global Market Neutral A LW -0.70 --- -0.90 --- --- ---
Rydex/SGI Global Market Neutral A -0.70 --- -0.90 --- --- ---
Rydex Long/Short Commodities Strategy C 2.87 --- -1.86 --- --- ---
Rydex Long/Short Commodities Strategy A 2.98 --- -1.66 --- --- ---
Rydex Long/Short Commodities Strate A LW 2.98 --- -1.66 --- --- ---
Quaker Long-Short Tactical Allc I 0.69 --- -9.61 --- --- ---
Quaker Long-Short Tactical Allc C 0.58 --- -9.83 --- --- ---
Natixis ASG Diversifying Strategies C 1.77 --- 8.23 --- --- ---
Natixis ASG Diversifying Strategies A LW 1.86 --- 8.52 --- --- ---
Natixis ASG Diversifying Strategies A 1.86 --- 8.52 --- --- ---
Leuthold Hedged Equity Retil -0.31 --- -1.34 --- --- ---
Leuthold Hedged Equity Instl -0.31 --- -1.24 --- --- ---
KCM Macro Trends R-2 -3.35 --- 6.40 --- --- ---
Janus Long/Short T 1.61 --- 9.17 --- --- ---
Incline Capital Long/Short -1.93 --- 3.89 --- --- ---
GMG Defensive Beta -0.30 --- 0.50 --- --- ---
Direxion Commodity Trends Strtgy Instl 0.24 --- -3.19 --- --- ---
Bull Path Long Short I 1.10 --- 2.39 --- --- ---
Bull Path Long Short C 1.05 --- 2.17 --- --- ---
Bull Path Long Short A Load Waived 1.04 --- 2.34 --- --- ---
Bull Path Long Short A 1.04 --- 2.34 --- --- ---
Aston/Lake Partners LASSO Alternatives I -0.44 --- 4.13 --- --- ---
AQR Diversified Arbitrage N -1.47 --- -0.65 --- --- ---
AQR Diversified Arbitrage I -1.47 --- -0.56 --- --- ---
Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store RSS feed
© Copyright 2009 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Content Partnersblack arrow