Top and Bottom Performing Funds

All returns are through December 31, 2015

Top Domestic Stock Funds
Last Quarter
Inv. Cat Fund Name Ret (%)
Stk-LC ProFunds Ult NSDQ 100 Inv (UOPIX) 19.9
Stk-LC Fidelity OTC (FOCPX) 13.3
Stk-LC ProFunds UltraBull Inv (ULPIX) 13.2
Stk-LC Tocqueville (TOCQX) 10.9
Stk-MC PRIMECAP Odyssey Agg Gr (POAGX) 10.9
Last Year
Inv. Cat Fund Name Ret (%)
Stk-LC ProFunds Ult NSDQ 100 Inv (UOPIX) 13.7
Stk-LC TCW Select Equities N (TGCNX) 11.8
Stk-LC T. Rowe Price BlChpGr (TRBCX) 11.1
Stk-LC Fidelity OTC (FOCPX) 10.9
Stk-LC T. Rowe Price Gr Stk (PRGFX) 10.8
Last 5 Years
Inv. Cat Fund Name Ret (%)
Stk-LC ProFunds Ult NADQ 100 Inv (UOPIX) 30.0
Stk-LC ProFunds UltraBull Inv (ULPIX) 20.1
Stk-MC PRIMECAP Odyssey Agg Gr (POAGX) 17.9
Stk-LC Rydex Nova Inv (RYNVX) 16.5
Stk-LC USAA NASDAQ-100 Idx (USNQX) 16.3

back to top

Bottom Domestic Stock Funds
Last Quarter
Inv. Cat Fund Name Ret (%)
Bal IMS Strategic Inc (IMSIX) -10.9
Stk-LC USA Gener’n Wave Grth Inv (GWGFX) -10.4
Stk-LC Sequoia (SEQUX) -9.1
Stk-LC Fairholme (FAIRX) -8.8
Stk-MC Hennessy Focus 30 (HFMDX) -5.2
Last Year
Inv. Cat Fund Name Ret (%)
Bal IMS Strategic Inc (IMSIX) -22.8
Stk-LC Longleaf Partners (LLPFX) -18.8
Stk-MC Delafield (DEFIX) -18.2
Stk-MC Ave Maria Catholic Values (AVEMX) -17.7
Stk-SC Heartland Value Plus (HRVIX) -17.5
Last 5 Years
Inv. Cat Fund Name Ret %
Bal IMS Strategic Inc (IMSIX) -3.9
Stk-SC Royce Low Priced Stk Svc (RYLPX) -2.7
Stk-SC Royce Micro-Cap Invt (RYOTX) -0.9
Stk-LC USA Gener’n Wave Grth Inv (GWGFX) -0.7
Bal Hussman Strategic Tot Ret (HSTRX) -0.2

back to top

Top Sector Funds
Last Quarter
Inv. Cat Fund Name Ret %
Sec-H ProFunds Biotech UltraSec Inv (BIPIX) 15.4
Sec-T T. Rowe Price Glb Tech (PRGTX) 15.4
Sec-T T. Rowe Price SciTech (PRSCX) 13.7
Sec-NR Fidelity Sel Chemicals (FSCHX) 12.8
Sec-H Fidelity Sel Biotech (FBIOX) 12.8
Last Year
Inv. Cat Fund Name Ret %
Sec-T T. Rowe Price Glb Tech (PRGTX) 21.0
Sec-C-Dis Fidelity Sel Retailing (FSRPX) 18.4
Sec-H Fidelity Sel Biotech (FBIOX) 13.6
Sec-T Fidelity Sel IT Services (FBSOX) 13.1
Sec-H T. Rowe Price Health Sci (PRHSX) 12.9
Last 5 Years
Inv. Cat Fund Name Ret %
Sec-H ProFunds Biotech UltraSec Inv (BIPIX) 42.2
Sec-H Fidelity Sel Biotech (FBIOX) 32.6
Sec-H Rydex Biotechnology Inv (RYOIX) 27.8
Sec-H T. Rowe Price Health Sci (PRHSX) 27.0
Sec-H Janus Global Life Sci T (JAGLX) 24.8

back to top

Bottom Sector Funds
Last Quarter
Inv. Cat Fund Name Ret %
Sec-NR PIMCO Cmdty Real Ret Str D (PCRDX) -10.9
Sec-E Fidelity Sel Natural Gas (FSNGX) -10.4
Sec-NR Direxion Mthly Nat’l Res Bull 2X (DXCLX) -6.8
Sec-PM Midas (MIDSX) -6.6
Sec-PM Vanguard Prec Mtls Mng Inv (VGPMX) -5.7
Last Year
Inv. Cat Fund Name Ret %
Sec-NR Direxion Mthly Nat’l Res Bull 2X (DXCLX) -47.6
Sec-E Fidelity Sel Natural Gas (FSNGX) -36.9
Sec-E Rydex Energy Services Inv (RYVIX) -31.8
Sec-PM Rydex Precious Metals Inv (RYPMX) -30.5
Sec-E Rydex Energy Inv (RYEIX) -30.2
Last 5 Years
Inv. Cat Fund Name Ret %
Sec-PM Midas (MIDSX) -33.8
Sec-PM US Glb Inv Wld Prec Min (UNWPX) -27.2
Sec-PM Rydex Precious Metals Inv (RYPMX) -25.9
Sec-PM USAA Prec Metals & Min (USAGX) -25.3
Sec-PM AmCent Global Gold Inv (BGEIX) -24.5

back to top

Top Bond Funds
Last Quarter
Inv. Cat Fund Name Ret %
IntB-C Rydex Str Dollr 2x Str H (RYSBX) 4.0
B-MHY Dreyfus High Yld Muni Z (DHMBX) 2.9
B-MS-NJ Vanguard NJ Long-Tm T/E Inv (VNJTX) 2.5
B-MS-NJ Fidelity NJ Muni Inc (FNJHX) 2.5
B-MHY Sit Tax-Free Income (SNTIX) 2.3
Last Year
Inv. Cat Fund Name Ret %
IntB-C Rydex Str Dollr 2x Str H (RYSBX) 14.0
IntB-C ProFunds Rising Dollar Inv (RDPIX) 6.7
B-MHY Dreyfus High Yld Muni Z (DHMBX) 5.2
B-MHY Northern High Yield Muni (NHYMX) 4.5
B-MS-CA Northern CA Tax-Exempt (NCATX) 4.3
Last 5 Years
Inv. Cat Fund Name Ret %
B-GvLT Rydex Govt LgBd 1.2x Str Inv (RYGBX) 10.2
B-GvLT Wasatch-Hoisington US Tr (WHOSX) 9.2
B-GvLT AmCent Zero Coupon 2025 Inv (BTTRX) 7.6
B-MS-CA USAA CA Bond (USCBX) 7.6
B-MHY T. Rowe Price T/F Hi-Yld (PRFHX) 7.5

back to top

Bottom Bond Funds
Last Quarter
Inv. Cat Fund Name Ret %
B-CHY Northeast Investors Trust (NTHEX) -8.5
IntB-C Rydex Weaken Dllar 2x Str H (RYWBX) -5.3
B-CHY USAA High-Yield (USHYX) -4.2
B-CHY Aberdeen Glb High Inc A (BJBHX) -3.6
B-CHY Pax World High Yield Bd Inv (PAXHX) -3.3
Last Year
Inv. Cat Fund Name Ret %
B-CHY Northeast Investors Trust (NTHEX) -18.0
IntB-C Rydex Weaken Dllar 2x Str H (RYWBX) -17.2
IntB-C Merk Hard Currency Inv (MERKX) -12.1
IntB-C ProFunds Fall US Dol Inv (FDPIX) -10.5
B-CHY Aberdeen Glb High Inc A (BJBHX) -8.8
Last 5 Years
Inv. Cat Fund Name Ret %
IntB-C Rydex Weaken Dllar 2x Str H (RYWBX) -9.3
IntB-C ProFunds Fall US Dol Inv (FDPIX) -5.9
IntB-C Merk Hard Currency Inv (MERKX) -4.2
IntB-C Merk Asian Currency Inv (MEAFX) -1.8
IntB-Gen AmCent Intl Bond Inv (BEGBX) -1.2

back to top

Top International Stock Funds
Last Quarter
Inv. Cat Fund Name Ret %
IntS-R/C Oberweis China Opprt (OBCHX) 12.2
IntS-R/C Commonwealth Aust/NZ (CNZLX) 11.4
IntS-R/C Matthews Asia Growth Inv (MPACX) 11.3
IntS-R/C Matthews Japan Inv (MJFOX) 10.4
IntS-R/C Matthews China Inv (MCHFX) 10.3
Last Year
Inv. Cat Fund Name Ret %
IntS-R/C Matthews Japan Inv (MJFOX) 20.8
IntS-F Wasatch Intl Gr (WAIGX) 15.2
IntS-R/C Matthews Korea Inv (MAKOX) 15.1
IntS-R/C T. Rowe Price Japan (PRJPX) 14.8
IntS-R/C Fidelity Japan Smaller Co (FJSCX) 14.0
Last 5 Years
Inv. Cat Fund Name Ret %
IntS-Glb Wasatch World Innovators (WAGTX) 11.0
IntS-Glb Artisan Global Opprt Inv (ARTRX) 10.7
IntS-R/C Fidelity Japan Smaller Co (FJSCX) 10.5
IntS-Glb Oakmark Global Select I (OAKWX) 10.2
IntS-R/C Matthews Japan Inv (MJFOX) 9.5

back to top

Bottom International Stock Funds
Last Quarter
Inv. Cat Fund Name Ret %
IntS-R/C T. Rowe Price Afr&Mid East (TRAMX) -6.3
IntS-R/C Fidelity Canada (FICDX) -4.4
IntS-R/C US Glb Inv Emerging Euro (EUROX) -3.6
IntS-R/C Fidelity Latin America (FLATX) -2.9
Bal-Glb USAA Total Return Strat (USTRX) -2.1
Last Year
Inv. Cat Fund Name Ret %
IntS-R/C Fidelity Latin America (FLATX) -29.9
IntS-R/C T. Rowe Price Latin Amer (PRLAX) -27.2
IntS-R/C US Glb Inv Emerging Euro (EUROX) -20.8
IntS-E Lazard Emg Mkt Eq Open (LZOEX) -20.4
IntS-R/C Fidelity Canada (FICDX) -20.2
Last 5 Years
Inv. Cat Fund Name Ret %
IntS-R/C Fidelity Latin America (FLATX) -15.7
IntS-R/C T. Rowe Price Latin Amer (PRLAX) -15.2
IntS-R/C T. Rowe Price Emg Europe (TREMX) -12.9
IntS-R/C US Glb Inv Emerging Euro (EUROX) -12.7
IntS-F Janus Overseas T (JAOSX) -7.8
All returns are through December 31, 2015.

back to top