| Closed | Category | Fund (Ticker) | Annual Total Return (%) | Total Return (%) | Annual Total Return (%) |
Total Risk Index |
Exp Ratio (%) |
|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bull Mrkt |
Bear Mrkt |
|||||||||||||
| 2018 | 2017 | 2016 | 2015 | 2014 | 3-Yr | 5-Yr | 10-Yr | |||||||
| Sec-H | Fidelity Sel Med Tech & Dev (FSMEX) | 16.2 | 26.5 | 8.6 | 7.1 | 26.7 | 513.5 | -27.9 | 16.9 | 16.7 | 17.7 | 1.51 | 0.76 | |
| Sec-H | Fidelity Sel Hlthcare Svcs (FSHCX) | 10.4 | 24.3 | 2.2 | 6.9 | 23.6 | 565.2 | -49.4 | 11.9 | 13.1 | 18.0 | 1.57 | 0.77 | |
| Sec-U | Fidelity Set Util Port (FSUTX) | 8.5 | 17.9 | 14.0 | -10.9 | 21.6 | 245.2 | -45.0 | 13.4 | 9.6 | 11.3 | 1.00 | 0.78 | |
| LS | Merger Inv (MERFX) | 7.6 | 2.3 | 2.6 | -0.9 | 1.4 | 35.6 | -6.2 | 4.2 | 2.6 | 3.3 | 0.27 | 1.91 | |
| Sec-H | Fidelity Sel Health Care (FSPHX) | 7.4 | 24.0 | -10.7 | 6.5 | 32.8 | 582.3 | -40.0 | 5.9 | 11.0 | 18.2 | 1.56 | 0.73 | |
| LS | FundX Tactical Upgrader (TACTX) | 7.4 | 8.1 | 7.7 | 2.1 | 0.5 | 74.0 | — | 7.8 | 5.1 | 5.1 | 0.64 | 1.73 | |
| Stk-LC | Akre Focus Retail (AKREX) | 5.2 | 30.4 | 8.2 | 2.5 | 10.5 | — | — | 14.1 | 11.0 | — | 0.98 | 1.32 | |
| Stk-MC | Value Line Focused (VLIFX) | 4.7 | 19.8 | 10.9 | 2.9 | 7.9 | 330.3 | -57.3 | 11.6 | 9.1 | 12.9 | 1.02 | 1.18 | |
| Sec-C-Dis | Fidelity Sel Retailing (FSRPX) | 4.6 | 25.8 | 4.4 | 18.4 | 12.0 | 788.9 | -40.2 | 11.1 | 12.7 | 21.2 | 1.32 | 0.78 | |
| Contra | Rydex Inv S&P 500 Str Inv (RYURX) | 4.3 | -17.4 | -12.3 | -4.4 | -14.0 | -84.4 | 78.5 | -8.9 | -9.1 | -14.4 | 1.01 | 1.45 | |
| Sec-H | Janus Henderson Glbl Life Sci T (JAGLX) | 4.2 | 22.4 | -12.4 | 8.2 | 34.8 | 488.2 | -35.9 | 3.8 | 10.2 | 16.5 | 1.52 | 0.92 | |
| Sec-T | Fidelity Sel Software & IT (FSCSX) | 4.1 | 38.5 | 10.3 | 10.4 | 8.2 | 725.9 | -47.6 | 16.7 | 13.7 | 20.8 | 1.35 | 0.73 | |
| Sec-T | Fidelity Sel IT Services (FBSOX) | 4.1 | 34.2 | 5.1 | 13.1 | 6.2 | 690.8 | -38.7 | 13.7 | 12.0 | 20.1 | 1.29 | 0.77 | |
| C | Stk-MC | T. Rowe Price New Horiz (PRNHX) | 4.0 | 31.4 | 7.7 | 4.5 | 6.0 | 706.9 | -49.9 | 13.8 | 10.3 | 19.3 | 1.33 | 0.78 |
| Sec-H | Schwab Health Care (SWHFX) | 3.9 | 20.2 | -4.4 | 8.4 | 21.5 | 380.8 | -36.2 | 6.1 | 9.5 | 14.4 | 1.25 | 0.81 | |
| C | Stk-MC | Champlain MidCp Adv (CIPMX) | 3.5 | 19.2 | 18.3 | 1.1 | 7.6 | 408.0 | — | 13.4 | 9.7 | 14.4 | 1.07 | 1.15 |
| C | Stk-SC | Wasatch SmCp Grth Inv (WAAEX) | 3.5 | 21.7 | 4.8 | -0.6 | 2.6 | 464.6 | -51.2 | 9.7 | 6.1 | 14.7 | 1.50 | 1.27 |
| Sec-U | Fidelity Telecom & Util (FIUIX) | 3.3 | 11.9 | 17.0 | -5.6 | 13.3 | 233.4 | -44.5 | 10.6 | 7.7 | 10.8 | 0.92 | 0.55 | |
| C | IntB-Gen | Vanguard Tot Intl Bd Idx Inv (VTIBX) | 2.9 | 2.4 | 4.6 | 1.0 | 8.8 | — | — | 3.3 | 3.9 | — | 0.22 | 0.13 |
| IntB-Gen | Vanguard Tot Intl Bd Idx Adm (VTABX) | 2.9 | 2.3 | 4.6 | 1.0 | 8.8 | — | — | 3.3 | 3.9 | — | 0.22 | 0.11 | |
| Stk-LC | Amana Growth Inv (AMAGX) | 2.4 | 28.9 | 7.6 | -0.5 | 14.0 | 303.5 | -38.2 | 12.4 | 10.0 | 12.7 | 1.05 | 1.08 | |
| B-GenIT | Loomis Sayles Securitized Asset (LSSAX) | 2.4 | 3.4 | 3.0 | 1.9 | 6.4 | 88.5 | -5.8 | 2.9 | 3.4 | 6.7 | 0.20 | 0.00 | |
| C | Stk-SC | Artisan Small Cap Inv (ARTSX) | 2.2 | 26.8 | 5.5 | 0.3 | -0.8 | 560.4 | -57.7 | 11.0 | 6.3 | 15.6 | 1.51 | 1.21 |
| Stk-LC | Jensen Quality Grth J (JENSX) | 2.1 | 23.2 | 12.0 | 1.5 | 11.7 | 345.8 | -41.1 | 12.1 | 9.8 | 13.1 | 0.93 | 0.88 | |
| LS | Arbitrage R (ARBFX) | 2.1 | 2.5 | 3.3 | 0.6 | 1.4 | 24.5 | 1.3 | 2.6 | 2.0 | 2.6 | 0.17 | 1.94 | |
| Stk-LC | T. Rowe Price BlChpGr (TRBCX) | 2.0 | 36.5 | 0.9 | 11.1 | 9.2 | 515.4 | -50.0 | 12.0 | 11.3 | 17.0 | 1.30 | 0.70 | |
| Stk-LC | Edgewood Grth Ret (EGFFX) | 1.9 | 34.2 | 3.1 | 11.1 | 13.0 | 468.1 | -47.5 | 12.1 | 12.1 | 15.9 | 1.31 | 1.40 | |
| B-GenST | Vanguard UltShrt Bnd Inv (VUBFX) | 1.9 | 1.2 | 1.2 | — | — | — | — | 1.4 | — | — | 0.03 | 0.20 | |
| B-GenST | T. Rowe Price Ult Short-Tm Bd (TRBUX) | 1.8 | 1.8 | 2.0 | 0.4 | 0.2 | — | — | 1.9 | 1.2 | — | 0.03 | 0.35 | |
| Stk-MC | Marsico 21st Century (MXXIX) | 1.8 | 30.0 | -1.9 | 0.2 | 8.5 | 332.6 | -58.4 | 9.1 | 7.1 | 11.4 | 1.24 | 1.16 | |
| Stk-MC | DF Dent Premier Growth Inv (DFDPX) | 1.8 | 31.8 | 2.4 | 1.5 | 5.0 | 450.4 | -54.5 | 11.2 | 7.9 | 14.3 | 1.26 | 1.10 | |
| B-GenST | Fidelity Consrv Inc Bd (FCONX) | 1.7 | 1.2 | 0.9 | 0.3 | 0.2 | — | — | 1.3 | 0.9 | — | 0.02 | 0.35 | |
| B-GenST | Payden Limited Maturity (PYLMX) | 1.7 | 1.6 | 1.3 | 0.3 | 0.5 | 14.3 | -1.6 | 1.5 | 1.1 | 1.4 | 0.03 | 0.25 | |
| B-MNST | Vanguard LtdTm T/E (VMLTX) | 1.5 | 2.0 | -0.2 | 1.3 | 1.7 | 19.0 | 5.6 | 1.1 | 1.3 | 1.9 | 0.15 | 0.19 | |
| B-MNST | Vanguard Sht-Tm TE Inv (VWSTX) | 1.5 | 0.9 | 0.3 | 0.4 | 0.6 | 10.1 | 5.6 | 0.9 | 0.8 | 1.1 | 0.06 | 0.19 | |
| B-GenST | Northern Ultra-Short Fix Inc (NUSFX) | 1.5 | 1.5 | 1.5 | 0.5 | 0.5 | — | — | 1.5 | 1.1 | — | 0.04 | 0.25 | |
| B-MS-NJ | Vanguard NJ Lg-Tm T/E Inv (VNJTX) | 1.5 | 8.3 | 0.8 | 2.6 | 9.8 | 54.8 | 1.5 | 3.5 | 4.5 | 4.9 | 0.37 | 0.19 | |
| Sec-T | Red Oak Technology Slct (ROGSX) | 1.5 | 31.0 | 24.6 | 1.0 | 14.2 | 692.2 | -51.6 | 18.4 | 13.9 | 20.5 | 1.26 | 0.96 | |
| B-GvST | Vanguard Sht-Tm Trs Idx Adm (VSBSX) | 1.4 | 0.4 | 0.7 | 0.5 | 0.5 | — | — | 0.8 | 0.7 | — | 0.07 | 0.07 | |
| B-MNIT | Russell Inv Tax-Exempt Bond S (RLVSX) | 1.4 | 4.6 | 0.1 | 2.7 | 6.2 | 39.5 | 4.6 | 2.0 | 3.0 | 3.7 | 0.26 | 0.52 | |
| B-MNST | Fidelity Conservative Inc Muni Bd (FCRDX) | 1.4 | 1.0 | 0.2 | 0.3 | 0.3 | — | — | 0.8 | 0.6 | — | 0.04 | 0.35 | |
| B-MHY | AmCent High-Yield Mn Inv (ABHYX) | 1.4 | 9.2 | 0.4 | 5.0 | 12.4 | 92.8 | -19.7 | 3.6 | 5.6 | 7.3 | 0.37 | 0.60 | |
| B-MS-NJ | Fidelity NJ Muni Inc (FNJHX) | 1.4 | 6.9 | 0.5 | 1.9 | 8.9 | 48.3 | 2.4 | 2.9 | 3.9 | 4.5 | 0.35 | 0.47 | |
| Stk-LC | AB Concentrated Gr Adv (WPSGX) | 1.4 | 23.0 | 5.3 | 1.3 | 13.0 | 359.9 | -42.8 | 9.5 | 8.5 | 13.6 | 1.11 | 0.96 | |
| B-GenST | USAA Ultra Sh-Tm Bd (UUSTX) | 1.4 | 1.5 | 1.7 | 0.0 | 0.9 | — | — | 1.5 | 1.1 | — | 0.05 | 0.58 | |
| B-GenST | Vanguard ShtTm Bd Idx Adm (VBIRX) | 1.3 | 1.1 | 1.4 | 0.9 | 1.2 | 20.3 | 7.5 | 1.3 | 1.2 | 1.9 | 0.12 | 0.07 | |
| B-GvST | Vanguard Sht-Tm Trs Inv (VFISX) | 1.3 | 0.3 | 0.9 | 0.4 | 0.7 | 10.1 | 9.1 | 0.9 | 0.7 | 1.0 | 0.10 | 0.20 | |
| B-GenST | T. Rowe Price S/T Bond (PRWBX) | 1.3 | 1.3 | 1.5 | 0.6 | 0.6 | 21.6 | 3.9 | 1.4 | 1.1 | 2.2 | 0.07 | 0.47 | |
| B-GvIT | Vanguard Intm-Tm Trs Idx Adm (VSIGX) | 1.3 | 1.6 | 1.1 | 1.6 | 4.2 | — | — | 1.3 | 1.9 | — | 0.30 | 0.07 | |
| B-MS-NJ | T. Rowe Price NJ Tax-Fr (NJTFX) | 1.3 | 5.2 | 0.5 | 3.1 | 10.1 | 55.2 | -0.5 | 2.3 | 4.0 | 5.0 | 0.29 | 0.54 | |
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