| Closed | Category | Fund (Ticker) | Annual Total Return (%) | Total Return(%) | Annual Total Return (%) | Total Risk Index | Exp Ratio (%) | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bull Mrkt |
Bear Mrkt |
|||||||||||||
| 2017 | 2016 | 2015 | 2014 | 2013 | 3-Yr | 5-Yr | 10-Yr | |||||||
| Contra | Grizzly Short (GRZZX) | -19.9 | -14.4 | 3.8 | -11.1 | -26.7 | -87.5 | 123.8 | -10.7 | -14.2 | -12.9 | 1.45 | 1.67 | |
| Sec-E | Fidelity Sel Natural Gas (FSNGX) | -15.7 | 48.4 | -36.9 | -13.3 | 24.6 | 41.6 | -58.5 | -7.6 | -3.1 | -5.3 | 2.81 | 0.87 | |
| Sec-E | Fidelity Sel Energy Svc (FSESX) | -12.7 | 36.5 | -26.5 | -24.2 | 27.4 | 67.2 | -64.5 | -4.3 | -3.3 | -5.3 | 2.65 | 0.85 | |
| Contra | Rydex Inv Gov Lg Bd Str Inv (RYJUX) | -9.0 | -2.8 | -0.5 | -24.5 | 17.5 | -54.5 | -20.9 | -4.2 | -4.8 | -9.3 | 1.30 | 1.43 | |
| Sec-E | Fidelity Sel Energy (FSENX) | -2.7 | 33.8 | -20.6 | -12.7 | 24.2 | 114.7 | -56.3 | 1.1 | 2.3 | -1.1 | 2.19 | 0.79 | |
| C | B-CHY | Fairholme Focus’d Inc (FOCIX) | -0.6 | 32.3 | -1.5 | -3.4 | 29.9 | — | — | 9.0 | 10.2 | — | 1.36 | 0.81 |
| Sec-E | Fidelity Sel Natural Res (FNARX) | -0.2 | 30.2 | -21.7 | -12.3 | 17.4 | 101.0 | -55.2 | 0.6 | 0.9 | -1.4 | 2.12 | 0.84 | |
| B-GvST | AmCent ShTm Gov Inv (TWUSX) | 0.2 | 0.4 | 0.1 | 0.3 | -0.5 | 7.3 | 6.7 | 0.2 | 0.1 | 1.2 | 0.07 | 0.55 | |
| B-GvST | Northern Sh-Int US Govt (NSIUX) | 0.3 | 0.4 | 0.8 | 0.9 | -2.1 | 10.8 | 8.8 | 0.5 | 0.1 | 1.7 | 0.14 | 0.44 | |
| B-GvST | Vanguard Sht-Tm Trs Inv (VFISX) | 0.3 | 0.9 | 0.4 | 0.7 | -0.2 | 9.9 | 9.1 | 0.6 | 0.4 | 1.6 | 0.10 | 0.20 | |
| B-MB | AMG Mgrs Short Dur Govt N (MGSDX) | 0.5 | 1.1 | -0.2 | 0.6 | 0.2 | 11.6 | 1.3 | 0.5 | 0.4 | 1.1 | 0.04 | 0.69 | |
| B-GvST | Fidelity S-T Tr Bd Ix Inv (FSBIX) | 0.5 | 0.7 | 0.6 | 1.0 | -0.4 | 11.3 | 10.2 | 0.6 | 0.5 | 1.8 | 0.14 | 0.16 | |
| B-GenIT | Driehaus Active Inc (LCMAX) | 0.5 | 5.6 | -1.1 | -0.9 | 2.9 | 38.3 | 3.1 | 1.6 | 1.4 | 3.6 | 0.35 | 0.80 | |
| B-GvST | Vanguard ShtTm Fed Inv (VSGBX) | 0.6 | 1.1 | 0.7 | 1.1 | -0.4 | 14.1 | 9.5 | 0.8 | 0.6 | 2.0 | 0.10 | 0.20 | |
| B-IP | AmCent ShDur Inf-Prot Bd Inv (APOIX) | 0.7 | 3.2 | -0.5 | -1.8 | -2.3 | 32.2 | 1.8 | 1.1 | -0.2 | 2.6 | 0.16 | 0.57 | |
| B-IP | Vanguard ST Infl-Prot Sec Idx Inv (VTIPX) | 0.7 | 2.5 | -0.3 | -1.3 | -1.7 | — | — | 1.0 | — | — | 0.13 | 0.16 | |
| B-GvST | Homestead Short-Term Gov (HOSGX) | 0.8 | 0.4 | 0.4 | 1.1 | -0.8 | 11.4 | 6.7 | 0.5 | 0.4 | 1.6 | 0.10 | 0.75 | |
| B-GenST | Northern Tax-Adv Ul Sh Fx Inc (NTAUX) | 0.8 | 0.8 | 0.3 | 0.5 | 0.7 | — | — | 0.6 | 0.6 | — | 0.03 | 0.25 | |
| B-GvST | PIA Short Term Sec Adv (PIASX) | 0.9 | 1.4 | 0.2 | 0.3 | 0.2 | 6.8 | 5.6 | 0.9 | 0.6 | 1.1 | 0.04 | 0.39 | |
| B-GvIT | Fidelity Interm Govt Inc (FSTGX) | 0.9 | 0.8 | 0.8 | 2.5 | -1.3 | 19.5 | 11.9 | 0.8 | 0.8 | 2.6 | 0.21 | 0.45 | |
| B-MNST | Vanguard Sht-Tm TE Inv (VWSTX) | 1.0 | 0.3 | 0.4 | 0.6 | 0.4 | 8.9 | 5.6 | 0.6 | 0.5 | 1.3 | 0.06 | 0.19 | |
| B-GenST | Fidelity Sh-Term Bond (FSHBX) | 1.1 | 1.4 | 0.6 | 0.9 | 0.5 | 21.5 | -3.0 | 1.0 | 0.9 | 1.6 | 0.07 | 0.45 | |
| B-GenST | Janus Henderson Short-Term Bond T (JASBX) | 1.1 | 1.4 | 0.1 | 0.5 | 1.3 | 22.6 | 6.4 | 0.9 | 0.9 | 2.5 | 0.09 | 0.74 | |
| B-GenST | Metro West Low Dur M (MWLDX) | 1.1 | 1.2 | 0.2 | 1.3 | 1.9 | 48.6 | -16.0 | 0.8 | 1.1 | 2.2 | 0.04 | 0.62 | |
| B-GenST | Vanguard ShtTm Bd Idx Inv (VBISX) | 1.1 | 1.4 | 0.8 | 1.1 | 0.0 | 19.2 | 7.4 | 1.1 | 0.9 | 2.3 | 0.13 | 0.15 | |
| B-MB | AmCent Ginnie Mae Inv (BGNMX) | 1.2 | 1.0 | 0.7 | 4.8 | -2.4 | 29.3 | 10.2 | 1.0 | 1.0 | 3.3 | 0.15 | 0.55 | |
| B-MB | T. Rowe Price GNMA (PRGMX) | 1.2 | 1.6 | 0.8 | 5.4 | -2.5 | 31.8 | 8.2 | 1.2 | 1.3 | 3.4 | 0.13 | 0.59 | |
| B-GenST | Fidelity Consrv Inc Bd (FCONX) | 1.2 | 0.9 | 0.3 | 0.2 | 0.6 | — | — | 0.8 | 0.6 | — | 0.01 | 0.35 | |
| B-GenST | Vanguard UltShrt Bnd Inv (VUBFX) | 1.2 | 1.2 | — | — | — | — | — | — | — | — | 0.03 | 0.20 | |
| B-MNST | Dreyfus Shrt-Interm Muni D (DSIBX) | 1.2 | -0.5 | 0.8 | 0.9 | 0.7 | 14.9 | 5.8 | 0.5 | 0.6 | 1.9 | 0.15 | 0.49 | |
| B-MNST | Northern Sh-Int Tax-Expt (NSITX) | 1.2 | -0.4 | 1.1 | 1.3 | 0.0 | 13.0 | 6.7 | 0.6 | 0.7 | 1.7 | 0.16 | 0.46 | |
| B-MB | Sit U.S. Govt Secs (SNGVX) | 1.3 | 0.6 | 1.4 | 2.2 | -2.1 | 22.3 | 8.1 | 1.1 | 0.7 | 2.6 | 0.09 | 0.80 | |
| B-MB | USAA Gov’t Sec (USGNX) | 1.3 | 1.2 | 0.9 | 4.1 | -1.8 | 26.4 | 10.2 | 1.1 | 1.1 | 3.1 | 0.17 | 0.48 | |
| B-GvIT | T. Rowe Price US Treas Interm (PRTIX) | 1.3 | 0.6 | 1.0 | 4.3 | -4.2 | 26.6 | 15.6 | 1.0 | 0.6 | 3.4 | 0.36 | 0.37 | |
| B-GenST | T. Rowe Price S/T Bond (PRWBX) | 1.3 | 1.5 | 0.6 | 0.6 | 0.3 | 20.7 | 3.9 | 1.1 | 0.8 | 2.1 | 0.07 | 0.46 | |
| B-IP | TIAA-CREF InflLk Rtl (TCILX) | 1.4 | 3.3 | -2.0 | 3.1 | -9.1 | 36.4 | 0.1 | 0.9 | -0.8 | 2.8 | 0.32 | 0.63 | |
| B-GenST | AmCent Short Duration Inv (ACSNX) | 1.4 | 1.9 | 0.8 | 0.5 | 0.2 | 18.3 | 7.7 | 1.3 | 0.9 | 2.2 | 0.07 | 0.60 | |
| B-GvIT | Vanguard IntTm Treas Inv (VFITX) | 1.5 | 1.1 | 1.5 | 4.3 | -3.1 | 29.2 | 14.0 | 1.4 | 1.0 | 3.5 | 0.34 | 0.20 | |
| B-GenST | Northern Ultra-Short Fix Inc (NUSFX) | 1.5 | 1.5 | 0.5 | 0.5 | 0.7 | — | — | 1.1 | 0.9 | — | 0.04 | 0.26 | |
| Sec-Com | Fidelity Sel Telecommun (FSTCX) | 1.6 | 22.8 | 2.3 | 3.6 | 21.5 | 226.7 | -52.5 | 8.5 | 9.9 | 5.5 | 1.09 | 0.80 | |
| B-MB | AMG Mgrs Interm Dur Gov N (MGIDX) | 1.6 | 1.4 | 1.0 | 6.6 | -1.2 | 42.1 | 4.4 | 1.4 | 1.9 | 3.8 | 0.16 | 0.89 | |
| B-GenST | Homestead Short-Term Bd (HOSBX) | 1.6 | 1.7 | 0.4 | 1.5 | 1.6 | 38.4 | -1.3 | 1.2 | 1.4 | 3.0 | 0.07 | 0.76 | |
| B-MB | Fidelity GNMA (FGMNX) | 1.7 | 1.6 | 1.2 | 6.2 | -2.2 | 36.7 | 10.4 | 1.5 | 1.7 | 4.0 | 0.15 | 0.45 | |
| B-MNST | T. Rowe Price T/F Sh-Int (PRFSX) | 1.7 | -0.4 | 1.0 | 1.8 | 0.5 | 20.3 | 6.1 | 0.8 | 0.9 | 2.3 | 0.17 | 0.49 | |
| B-MNST | USAA Tax Ex Short-Term (USSTX) | 1.7 | -0.2 | 0.5 | 1.5 | 0.6 | 20.4 | 4.2 | 0.7 | 0.8 | 2.2 | 0.08 | 0.54 | |
| B-MB | Vanguard GNMA Inv (VFIIX) | 1.8 | 1.8 | 1.3 | 6.6 | -2.3 | 35.5 | 10.0 | 1.6 | 1.8 | 3.8 | 0.17 | 0.21 | |
| B-GenST | T. Rowe Price Ult Short-Tm Bd (TRBUX) | 1.8 | 2.0 | 0.4 | 0.2 | 0.2 | — | — | 1.4 | 0.9 | — | 0.04 | 0.35 | |
| B-GenST | Vanguard ShtTm Inv-Grd Inv (VFSTX) | 2.0 | 2.7 | 1.0 | 1.7 | 0.9 | 36.9 | -2.1 | 1.9 | 1.7 | 2.8 | 0.12 | 0.20 | |
| B-MNST | Vanguard LtdTm T/E (VMLTX) | 2.0 | -0.2 | 1.3 | 1.7 | 0.4 | 18.1 | 5.6 | 1.0 | 1.0 | 2.1 | 0.16 | 0.19 | |
| B-GvIT | AmCent Govt Bd Inv (CPTNX) | 2.1 | 0.8 | 0.5 | 4.6 | -2.9 | 25.7 | 12.3 | 1.1 | 1.0 | 3.2 | 0.26 | 0.47 | |
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