Ticker/
Morningstar Category |
Fund (strategy) |
Rank in Advisor Perspec
tives Universe |
Total Return
6/30/07 - 2/29/08 |
2 yr period:
2/28/06 - 2/29/08 |
Total
Return |
Monthly
Std.
Deviation |
Beta to
S&P 500 |
ASFIX
Long-Short |
ABSOLUTE STRATEGIES FUND
(fund of funds) |
665 |
-0.2% |
8.0% |
2.5% |
0.19 |
CVSIX
Long-Short |
CALAMOS MARKET NEU INC FD
(convertible
arbitrage
and
covered call writing) |
n/a |
-0.2% |
8.7% |
3.6% |
0.26 |
GATEX
Long-Short |
GATEWAY FUND (holds S&P 500
and sells
call
options
against it) |
20 |
-1.1% |
12.8% |
3.8% |
0.40 |
HSGFX
Long-Short |
HUSSMAN STRATEGIC GROWTH
(holds
equities and
hedges with
options under
certain market
conditions) |
n/a |
3.1% |
6.3% |
4.7% |
(0.13) |
OGNIX
Long-Short |
JP MORGAN MKT NEUTRAL
(long-short
strategy
based
on
large cap core stocks) |
n/a |
-3.3% |
6.2% |
5.2% |
0.01 |
SWHIX
Long-Short |
SCHWAB HEDGED EQUITY FUND
(large cap
long-short
strategy based
on Schwab’s
equity ratings) |
n/a |
-7.2% |
4.7% |
6.2% |
0.52 |
ALPHX
Long-Short |
ALPHA HEDGED STRATEGIES
(fund of funds) |
29 |
-3.1% |
8.4% |
6.6% |
0.31 |
RYMSX
Long-Short |
RYDEX ABSOLUTE RETURN STR (utilizes
multiple
investment styles) |
n/a |
-6.2% |
3.3% |
6.9% |
0.42 |
DHLSX
Long-Short |
DIAMOND HILL LONG/SHORT (large
cap 130/30
with
option writing) |
n/a |
4.9% |
18.7% |
7.0% |
0.49 |
TLSAX
Long-Short |
TEMPLETON GLOBAL LNG/SHT-A (global
long-short) |
n/a |
-7.5% |
9.0% |
8.4% |
0.58 |
BPTRX
Mid-Cap
Growth |
BARON PARTNERS (mid-cap growth
long-short) |
373 |
-9.2% |
11.0% |
16.2% |
1.32 |
FGLSX
Long-Short
(see note
below) |
FUSION GLOBAL LONG-SHORT
(trend following) |
n/a |
0.9% |
11.0% |
6.1% |
.47 |
|
|
|
|
|
|
|
S&P 500 |
S&P 500 Index |
|
-10.3% |
7.9% |
9.8% |
1.00 |
Russell 2000 |
Russell 2000 Index |
|
-17.0% |
-3.7% |
12.8% |
1.29 |
HFRXEH |
HFRX Equity Hedge Index |
|
-5.7% |
7.0% |
6.7% |
0.52 |
HFRXEMN |
HFRX Equity Mkt Neutral Index |
|
-5.3% |
5.5% |
4.2% |
0.16 |
