Quarterly Funds Review: The Winners and the Losers

 

Third-Quarter Fund Winners
Fund Category Third-Quarter Return YTD Return
(RYVNX Quote)Rydex Venture 100 H Large Growth 121.72% 98.66%
(USPIX Quote)ProFunds Ultra Short OTC Inv Large Blend 121.50 96.80
(RYAIX Quote)Rydex Arktos Inv Domestic Hybrid 52.89 63.17
(URPIX Quote)Pro Funds UltraBear Inv Large Blend 52.42 70.89
(RYTPX Quote)Rydex Tempest 500 H Large Growth 51.49 68.80
(POTSX Quote) Potomac OTC/Short Inv Large Growth 48.33 51.98
(BEARX Quote)Prudent Bear Domestic Hybrid 46.64 42.79
(GRZZX Quote)Leuthold Grizzly Short Domestic Hybrid 39.20 54.91
(DRCVX Quote)Comstock Capital Value A Domestic Hybrid 34.74 48.67
(RYURX Quote)Rydex Ursa Fund Inv Large Blend 24.72 36.12
Source: Lipper. Data through Sept. 20.

Third-Quarter Fund Losers
Fund Category Third-Quarter Return YTD Return
(INPIX Quote)Profunds Internet Inv. Technology -67.57% -86.84%
(RYVYX Quote)Rydex Velocity 100 H Large Growth -62.10 -82.14
(UOPIX Quote)Profunds UltraOTC Inv. Large Growth -61.74 -81.86
(BOGSX Quote)Black Oak Emerging Technology Technology -55.61 -72.70
(BFOCX Quote)Berkshire Focus Technology -55.12 -79.70
(BTECX Quote)Berkshire Technology Technology -54.79 -79.50
(ATCHX Quote)Amerindo Technology D Technology -54.22 -70.12
(PNETX Quote)Potomac Internet Plus Inv. Technology -53.73 -69.31
(VWMDX Quote)streetTRACKS Morgan Stanley Internet Technology -52.87 -68.08
(IINTX Quote)Investec Internet.com Index Technology -52.07 -68.20
Source: Lipper. Data through Sept. 20.

Biggest Mutual Funds
Fund Category Third-Quarter Return YTD Return
(FMAGX Quote)Fidelity Magellan Large-Cap Core -20.25% -25.13%
(VFINX Quote)Vanguard 500 Index S&P 500 -19.37 -24.83
(AIVSX Quote)American Funds Investment Co Am A Large-Cap Value -13.97 -15.19
(AWSHX Quote) Washington Mutual Large-Cap Value -11.50 -9.22
(FGRIX Quote)Fidelity Growth & Income Large Blend -14.29 -19.22
(AGTHX Quote)Growth Fund of America A Large Growth -23.63 -28.14
(PTTRX Quote)PIMCO Total Return Instl N/A 5.77 8.50
(FCNTX Quote)Fidelity Contrafund Multi-Cap Core -13.58 -22.37
(ANWPX Quote)American Funds New Perspective A World Stock -18.43 -20.92
American Funds EuroPacific Growth A Foreign Stock -16.48 -22.07
Source: Lipper. Data through Sept. 20.

Sector Fund Scorecard
Fund Category Third-Quarter Return YTD Return
Health/Biotechnology -16.00% -25.43%
Natural Resources -18.69 -21.85
Science & Technology -38.05 -53.01
Telecommunication -27.35 -44.90
Utility -11.65 -19.97
Financial Services -18.60 -17.59
Real Estate -7.56 -0.49
Specialty/Misc. -9.37 -10.75
Source: Lipper. Data through Sept. 20.
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Editorial assistant Michael Dunn contributed to this article.

Ian McDonald writes daily for TheStreet.com. In keeping with TSC's editorial policy, he doesn't own or short individual stocks. He also doesn't invest in hedge funds or other private investment partnerships. He invites you to send your feedback to imcdonald@thestreet.com, but he cannot give specific financial advice.





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