Close

Top and Bottom Performing Funds

All returns are through June 30, 2014

Top Domestic Stock Funds
Last Quarter
Inv. Cat Fund Name Ret (%)
Stk-LC ProFunds Ult NASDAQ 100 Inv (UOPIX) 14.1
Bal Bruce (BRUFX) 10.7
Stk-LC ProFunds UltraBull Inv (ULPIX) 9.7
Stk-MC Hennessy Focus 30 (HFMDX) 8.3
Stk-LC Rydex Nova Inv (RYNVX) 7.4
Last Year
Inv. Cat Fund Name Ret (%)
Stk-LC ProFunds Ult NASDAQ 100 Inv (UOPIX) 72.5
Stk-LC ProFunds UltraBull Inv (ULPIX) 49.6
Stk-LC Fidelity Independence (FDFFX) 37.9
Stk-LC Rydex Nova Inv (RYNVX) 36.4
Stk-MC Hodges (HDPMX) 36.4
Last 5 Years
Inv. Cat Fund Name Ret (%)
Stk-LC ProFunds Ult NASDAQ 100 Inv (UOPIX) 42
Stk-LC ProFunds UltraBull Inv (ULPIX) 33.1
Stk-LC Matthew 25 (MXXVX) 29.7
Stk-SC Walthausen SmCp Value (WSCVX) 28.1
Stk-LC Metro West AlphaTrak 500 (MWATX) 27

back to top

Bottom Domestic Stock Funds
Last Quarter
Inv. Cat Fund Name Ret (%)
Stk-SC Oberweis Micro-Cap (OBMCX) -4.5
Stk-SC Artisan Small Cap Inv (ARTSX) -3.9
Stk-SC AMG Mgrs Emerging Opps Svc (MMCFX) -3.7
Stk-SC Buffalo Emerging Opp (BUFOX) -3.5
Stk-SC Oberweis Emerging Grth (OBEGX) -2.5
Last Year
Inv. Cat Fund Name Ret (%)
Bal Hussman Strategic Tot Ret (HSTRX) 6.1
Bal IMS Strategic Inc (IMSIX) 7
Bal Fidelity Strategic Real Ret (FSRRX) 7.4
InRet Fidelity Freedom Inc (FFFAX) 7.5
InRet Fidelity Freedom 2000 (FFFBX) 7.6
Last 5 Years
Inv. Cat Fund Name Ret %
Bal Hussman Strategic Tot Ret (HSTRX) 2.5
InRet Fidelity Freedom Inc (FFFAX) 6.7
InRet Fidelity Freedom 2000 (FFFBX) 6.9
Bal Vanguard LifeSt Inc Inv (VASIX) 7.1
Bal Fidelity Asset Mgr 20% (FASIX) 7.4

back to top

Top Sector Funds
Last Quarter
Inv. Cat Fund Name Ret %
Sec-NR Direxion Mthly Commod Bull 2X (DXCLX) 20.2
Sec-PM Tocqueville Gold (TGLDX) 17.9
Sec-E Fidelity Sel Energy Svc (FSESX) 14.9
Sec-E Fidelity Sel Natural Gas (FSNGX) 14.7
Sec-PM US Glb Inv Gold & Prec Mtls (USERX) 14.3
Last Year
Inv. Cat Fund Name Ret %
Sec-NR Direxion Mthly Commod Bull 2X (DXCLX) 68.5
Sec-T T. Rowe Price Glb Tech (PRGTX) 51.6
Sec-T Firsthand Tech Opprt (TEFQX) 50.8
Sec-H Fidelity Sel Health Care (FSPHX) 49.8
Sec-E Guinness Atkinson Glb Engy (GAGEX) 46
Last 5 Years
Inv. Cat Fund Name Ret %
Sec-I Fidelity Sel Air Transportation (FSAIX) 29.7
Sec-H Fidelity Sel Biotech (FBIOX) 28.9
Sec-C-Dis Fidelity Sel Multimedia (FBMPX) 28.5
Sec-H T. Rowe Price Health Sci (PRHSX) 27.9
Sec-I Fidelity Sel Transportation (FSRFX) 27.7

back to top

Bottom Sector Funds
Last Quarter
Inv. Cat Fund Name Ret %
Sec-F FBR Small Cap Financial Inv (HSFNX) -3.8
Sec-F Fidelity Sel Banking (FSRBX) -0.6
Sec-C-Dis Fidelity Sel Retailing (FSRPX) -0.5
Sec-I Fidelity Sel Def & Aerospace (FSDAX) -0.1
Sec-F T. Rowe Price Fincl Svcs (PRISX) 0.4
Last Year
Inv. Cat Fund Name Ret %
Sec-R Fidelity Real Estate Income (FRIFX) 9.8
Sec-NR PIMCO Cmdty Real Ret Strat D (PCRDX) 11
Sec-R-Glb Northern Mlt-Mgr GblRlEst (NMMGX) 12.1
Sec-R-Glb Northern Global RE Idx (NGREX) 12.1
Sec-PM Vanguard Prec Mtls Mining Inv (VGPMX) 12.4
Last 5 Years
Inv. Cat Fund Name Ret %
Sec-PM Midas (MIDSX) -9.1
Sec-PM Fidelity Sel Gold (FSAGX) -5.3
Sec-PM US Glb Inv Wld Prec Min (UNWPX) -5.2
Sec-PM US Glb Inv Gold & Prec Mtls (USERX) -4.6
Sec-PM AmCent Global Gold Inv (BGEIX) -3.6

back to top

Top Bond Funds
Last Quarter
Inv. Cat Fund Name Ret %
IntB-E Fidelity New Markets Inc (FNMIX) 6.5
B-GvLT Rydex Govt LgBd 1.2x Str Inv (RYGBX) 6
B-GvLT Wasatch-Hoisington US Tr (WHOSX) 5.6
IntB-E T. Rowe Price Emg Mkt Bd (PREMX) 5.3
B-GenLT Vanguard LongTm Bd Idx Inv (VBLTX) 4.8
Last Year
Inv. Cat Fund Name Ret %
B-CHY Fidelity Capital & Inc (FAGIX) 15.2
B-CHY T. Rowe Price Hi-Yld (PRHYX) 12.3
B-GenLT Vanguard LgTm InvGrde Inv (VWESX) 12.3
IntB-E Fidelity New Markets Inc (FNMIX) 12.1
B-CHY Janus High-Yield T (JAHYX) 12
Last 5 Years
Inv. Cat Fund Name Ret %
B-CHY Fidelity Capital & Inc (FAGIX) 15.5
B-CHY USAA High-Yield (USHYX) 14.7
B-CHY Northeast Investors (NTHEX) 13.9
B-CHY T. Rowe Price Hi-Yld (PRHYX) 13.2
B-CHY Rydex Hi Yd Stgy H (RYHGX) 13.2

back to top

Bottom Bond Funds
Last Quarter
Inv. Cat Fund Name Ret %
IntB-C Rydex Str Dollr 2x Str H (RYSBX) -1.8
IntB-C ProFunds Rising Dollar Inv (RDPIX) -1
B-GvST Permanent Port ST Treasury (PRTBX) -0.2
IntB-C ProFunds Fall US Dol Inv (FDPIX) 0
B-GenST Fidelity Conservative Inc Bd (FCONX) 0
Last Year
Inv. Cat Fund Name Ret %
IntB-C Rydex Str Dollr 2x Str H (RYSBX) -11.6
IntB-C ProFunds Rising Dollar Inv (RDPIX) -6.4
B-GvST Permanent Port ST Treasury (PRTBX) -0.7
B-GvST AmCent S/T Gov Inv (TWUSX) 0.2
B-MNST WF Adv Ultra Short Muni Inv (SMUAX) 0.3
Last 5 Years
Inv. Cat Fund Name Ret %
IntB-C Rydex Str Dollr 2x Str H (RYSBX) -5.7
IntB-C ProFunds Rising Dollar Inv (RDPIX) -2.9
IntB-C ProFunds Fall US Dol Inv (FDPIX) -1.4
IntB-C Rydex Weaken Dllar 2x Str H (RYWBX) -0.6
B-GvST Permanent Port ST Treasury (PRTBX) -0.6

back to top

Top International Stock Funds
Last Quarter
Inv. Cat Fund Name Ret %
IntS-R/C Matthews India Inv (MINDX) 18.6
IntS-R/C T. Rowe Price Emg Europe (TREMX) 9.9
IntS-E Bernstein Emerging Markets (SNEMX) 9.5
IntS-E Lazard Emg Mkt Eq Open (LZOEX) 9.5
IntS-R/C Fidelity Canada (FICDX) 9.2
Last Year
Inv. Cat Fund Name Ret %
IntS-R/C Fidelity Nordic (FNORX) 47.9
IntS-R/C Matthews India Inv (MINDX) 41.8
IntS-R/C Oberweis China Opprt (OBCHX) 34.8
IntS-Glb T. Rowe Price Glb Stk (PRGSX) 30.8
IntS-Glb Dodge & Cox Global Stk (DODWX) 29.7
Last 5 Years
Inv. Cat Fund Name Ret %
IntS-Glb Wasatch World Innovators (WAGTX) 21
IntS-R/C Fidelity Nordic (FNORX) 20.8
IntS-F Wasatch Intl Gr (WAIGX) 20.1
IntS-Glb Artisan Global Opprt Inv (ARTRX) 19.7
IntS-F Fidelity Intl Sm Cap Opp (FSCOX) 18.9

back to top

Bottom International Stock Funds
Last Quarter
Inv. Cat Fund Name Ret %
IntS-F Longleaf Partners Intl (LLINX) -1.3
IntS-R/C Oberweis China Opprt (OBCHX) -0.9
IntS-Glb Wasatch World Innovators (WAGTX) -0.6
IntS-F Driehaus Intl Discovery (DRIDX) -0.4
IntS-F Artisan Intl Sm Cap Inv (ARTJX) -0.4
Last Year
Inv. Cat Fund Name Ret %
IntS-R/C T. Rowe Price Emg Europe (TREMX) 3.5
IntS-R/C US Glb Inv Emerging Euro (EUROX) 3.6
IntS-R/C Fidelity Latin America (FLATX) 3.7
IntS-R/C T. Rowe Price Latin Amer (PRLAX) 6.4
IntS-R/C ICON Emerging Markets S (ICARX) 6.7
Last 5 Years
Inv. Cat Fund Name Ret %
IntS-R/C US Glb Inv China Reg (USCOX) 2.8
IntS-R/C Fidelity Latin America (FLATX) 4
IntS-R/C T. Rowe Price Latin Amer (PRLAX) 4.8
IntS-R/C US Glb Inv Emerging Euro (EUROX) 5.2
IntS-F Janus Overseas T (JAOSX) 5.8
All returns are through March 31, 2014.

back to top