Close

Top and Bottom Performing Funds

All returns are through December 31, 2014

Top Domestic Stock Funds
Last Quarter
Inv. Cat Fund Name Ret (%)
Stk-MC Tocqueville Opportunity (TOPPX) 11.3
Stk-SC Century SmCp Sel Inv (CSMVX) 10.4
Stk-SC Fidelity Small Cap Grth (FCPGX) 8.7
Stk-SC BMO Sm-Cp Gr Y (MRSCX) 8.5
Stk-SC Oberweis Emerging Grth (OBEGX) 8.2
Last Year
Inv. Cat Fund Name Ret (%)
Stk-LC ProFunds Ult NASDAQ 100 Inv (UOPIX) 42.2
Stk-LC Bridgeway Large-Cap Gr (BRLGX) 22.5
Stk-LC ProFunds UltraBull Inv (ULPIX) 22.0
Stk-LC USAA NASDAQ-100 Idx (USNQX) 21.0
Stk-MC Tocqueville Opportunity (TOPPX) 20.7
Last 5 Years
Inv. Cat Fund Name Ret (%)
Stk-LC ProFunds Ult NASDAQ 100 Inv (UOPIX) 33.2
Stk-LC ProFunds UltraBull Inv (ULPIX) 23.9
Stk-LC Matthew 25 (MXXVX) 20.8
Stk-SC T. Rowe Price New Horiz (PRNHX) 20.7
Stk-MC PRIMECAP Odyssey Agg Gr (POAGX) 20.6

back to top

Bottom Domestic Stock Funds
Last Quarter
Inv. Cat Fund Name Ret (%)
Stk-LC Aston/Cornerstone LC Val N (RVALX) -5.8
Stk-LC Beck Mack & Oliver Partners (BMPEX) -4.5
Stk-LC Schwartz Value (RCMFX) -4.3
Stk-LC AMG Yacktman Service (YACKX) -3.3
Stk-LC Voya Corp Leaders Trust B (LEXCX) -3.1
Last Year
Inv. Cat Fund Name Ret (%)
Stk-SC WF Adv Sm/Mid Cap Val Inv (SMMVX) -16.8
Stk-LC Schwartz Value (RCMFX) -11.5
Stk-LC Beck Mack & Oliver Partners (BMPEX) -10.7
Bal IMS Strategic Inc (IMSIX) -10.6
Stk-LC USA Generation Wave Grth Inv (GWGFX) -10.0
Last 5 Years
Inv. Cat Fund Name Ret %
Bal Hussman Strategic Tot Ret (HSTRX) 1.5
Bal IMS Strategic Inc (IMSIX) 1.9
Stk-LC USA Generation Wave Grth Inv (GWGFX) 3.6
Stk-SC WF Adv Sm/Mid Cap Val Inv (SMMVX) 3.7
Bal Fidelity Strategic Real Ret (FSRRX) 4.0

back to top

Top Sector Funds
Last Quarter
Inv. Cat Fund Name Ret %
Sec-H Fidelity Sel Biotech (FBIOX) 16.0
Sec-H T. Rowe Price Health Sci (PRHSX) 14.0
Sec-H Rydex Biotechnology Inv (RYOIX) 13.9
Sec-H Janus Global Life Sci T (JAGLX) 13.1
Sec-H Fidelity Sel Health Care (FSPHX) 11.7
Last Year
Inv. Cat Fund Name Ret %
Sec-H Fidelity Sel Biotech (FBIOX) 46.1
Sec-H Janus Global Life Sci T (JAGLX) 42.4
Sec-H Rydex Biotechnology Inv (RYOIX) 42.1
Sec-H T. Rowe Price Health Sci (PRHSX) 41.9
Sec-H Fidelity Sel Health Care (FSPHX) 35.1
Last 5 Years
Inv. Cat Fund Name Ret %
Sec-H Fidelity Sel Biotech (FBIOX) 33.3
Sec-H Rydex Biotechnology Inv (RYOIX) 28.9
Sec-H T. Rowe Price Health Sci (PRHSX) 28.9
Sec-H Janus Global Life Sci T (JAGLX) 26.9
Sec-H Fidelity Sel Health Care (FSPHX) 26.9

back to top

Bottom Sector Funds
Last Quarter
Inv. Cat Fund Name Ret %
Sec-NR US Glb Inv Glob Res (PSPFX) -12.6
Sec-E Rydex Energy Services Inv (RYVIX) -7.5
Sec-PM US Glb Inv Wld Prec Min (UNWPX) -6.8
Sec-PM Tocqueville Gold (TGLDX) -6.2
Sec-E Fidelity Sel Energy Svc (FSESX) -6.0
Last Year
Inv. Cat Fund Name Ret %
Sec-NR US Glb Inv Glob Res (PSPFX) -38.4
Sec-E Rydex Energy Services Inv (RYVIX) -37.0
Sec-PM Midas (MIDSX) -34.3
Sec-PM US Glb Inv Wld Prec Min (UNWPX) -32.0
Sec-NR Direxion Mthly Nat’l Res Bull 2X (DXCLX) -31.9
Last 5 Years
Inv. Cat Fund Name Ret %
Sec-PM Midas (MIDSX) -24.2
Sec-PM US Glb Inv Wld Prec Min (UNWPX) -20.2
Sec-PM USAA Prec Metals & Min (USAGX) -15.6
Sec-PM Rydex Precious Metals Inv (RYPMX) -15.3
Sec-PM US Glb Inv Gold & Prec Mtls (USERX) -14.9

back to top

Top Bond Funds
Last Quarter
Inv. Cat Fund Name Ret %
IntB-C Rydex Str Dollr 2x Str H (RYSBX) 17.0
IntB-C ProFunds Rising Dollar Inv (RDPIX) 8.0
B-GvLT Rydex Govt LgBd 1.2x Str Inv (RYGBX) 5.5
B-GvLT Wasatch-Hoisington US Tr (WHOSX) 5.1
B-CHY Fidelity Capital & Inc (FAGIX) 4.0
Last Year
Inv. Cat Fund Name Ret %
IntB-C Rydex Str Dollr 2x Str H (RYSBX) 45.3
B-GvLT Rydex Govt LgBd 1.2x Str Inv (RYGBX) 30.6
B-GvLT Wasatch-Hoisington US Tr (WHOSX) 27.9
B-GvLT Fidelity Spar L-T Tr Bd Ix Inv (FLBIX) 21.1
B-GvLT Vanguard LongTm US Try Inv (VUSTX) 21.0
Last 5 Years
Inv. Cat Fund Name Ret %
B-GvLT Rydex Govt LgBd 1.2x Str Inv (RYGBX) 14.6
B-GvLT Wasatch-Hoisington US Tr (WHOSX) 13.1
B-GvLT AmCent Zero Coupon 2025 Inv (BTTRX) 10.5
B-GvLT Fidelity Spar L-T Tr Bd Ix Inv (FLBIX) 10.3
B-GvLT Vanguard LongTm US Try Inv (VUSTX) 10.3

back to top

Bottom Bond Funds
Last Quarter
Inv. Cat Fund Name Ret %
IntB-C Rydex Weaken Dllar 2x Str H (RYWBX) -15.9
IntB-C Merk Hard Currency Inv (MERKX) -9.1
IntB-C ProFunds Fall US Dol Inv (FDPIX) -8.9
IntB-Gen AmCent Intl Bond Inv (BEGBX) -4.9
IntB-Gen T. Rowe Price Intl Bd (RPIBX) -3.4
Last Year
Inv. Cat Fund Name Ret %
IntB-C Rydex Weaken Dllar 2x Str H (RYWBX) -34.0
IntB-C ProFunds Fall US Dol Inv (FDPIX) -20.2
IntB-C Merk Hard Currency Inv (MERKX) -17.5
IntB-Gen AmCent Intl Bond Inv (BEGBX) -9.7
IntB-Gen T. Rowe Price Intl Bd (RPIBX) -9.5
Last 5 Years
Inv. Cat Fund Name Ret %
IntB-C Rydex Weaken Dllar 2x Str H (RYWBX) -8.1
IntB-C ProFunds Fall US Dol Inv (FDPIX) -5.3
IntB-C Merk Hard Currency Inv (MERKX) -2.4
B-GvST Permanent Port ST Treasury (PRTBX) -0.6
IntB-Gen AmCent Intl Bond Inv (BEGBX) -0.2

back to top

Top International Stock Funds
Last Quarter
Inv. Cat Fund Name Ret %
IntS-R/C Matthews Japan Inv (MJFOX) 17.3
IntS-R/C T. Rowe Price Japan (PRJPX) 13.0
IntS-R/C Matthews India Inv (MINDX) 10.3
IntS-R/C Fidelity Japan (FJPNX) 9.5
IntS-F Oakmark Intl Small Cap I (OAKEX) 9.2
Last Year
Inv. Cat Fund Name Ret %
IntS-R/C Matthews India Inv (MINDX) 57.7
IntS-R/C Matthews Pacific Tiger Inv (MAPTX) 17.4
IntS-R/C Matthews Japan Inv (MJFOX) 16.9
IntS-R/C Fidelity China Region (FHKCX) 15.0
IntS-R/C Fidelity Emerging Asia (FSEAX) 13.7
Last 5 Years
Inv. Cat Fund Name Ret %
IntS-Glb Artisan Global Opprt Inv (ARTRX) 14.7
IntS-Glb Wasatch World Innovators (WAGTX) 13.8
IntS-F Wasatch Intl Gr (WAIGX) 12.9
IntS-R/C Matthews Japan Inv (MJFOX) 12.0
IntS-F Fidelity Intl Sm Cap Opp (FSCOX) 11.9

back to top

Bottom International Stock Funds
Last Quarter
Inv. Cat Fund Name Ret %
IntS-R/C Fidelity Latin America (FLATX) -9.3
IntS-R/C T. Rowe Price Latin Amer (PRLAX) -6.8
IntS-R/C US Glb Inv Emerging Euro (EUROX) -5.8
IntS-R/C Fidelity Canada (FICDX) -5.7
IntS-Glb Wintergreen Inv (WGRNX) -3.4
Last Year
Inv. Cat Fund Name Ret %
IntS-R/C T. Rowe Price Emg Europe (TREMX) -25.8
IntS-R/C Fidelity Latin America (FLATX) -22.6
IntS-R/C US Glb Inv Emerging Euro (EUROX) -21.3
IntS-R/C T. Rowe Price Latin Amer (PRLAX) -18.3
IntS-F Longleaf Partners Intl (LLINX) -17.7
Last 5 Years
Inv. Cat Fund Name Ret %
IntS-R/C Fidelity Latin America (FLATX) -8.5
IntS-R/C T. Rowe Price Latin Amer (PRLAX) -8.2
IntS-R/C T. Rowe Price Emg Europe (TREMX) -7.9
IntS-R/C US Glb Inv Emerging Euro (EUROX) -7.5
IntS-F Janus Overseas T (JAOSX) -4.6
All returns are through March 31, 2015.

back to top