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Funds that are at least three-years old, but not yet five:
Which are the worst?


There are 42 funds in this table, listed alphabetically. None of the funds below is eligible for 3-ALARM status, because it hasn't been in existence for at least five years. But each fund below has underperformed its respective benchmark by at least 5% (500 basis points) for the past 12 months and three years, and it seems well on its way to a 3-ALARM rating.
FundPerformance vs. Benchmark(%)Benchmark
12 Mos.3 Yrs.
AIM Mid Cap Growth A (AMCAX) -10.83 -7.54 Dreyf MidCap Idx
AIM Mid Cap Growth B (AMCBX) -11.53 -8.21 Dreyf MidCap Idx
AIM Opportunities III A (LCPAX) -12.79 -7.4 Vang 500 Idx
AIM Opportunities III B (LCPBX) -13.43 -8.02 Vang 500 Idx
AIM Opportunities III C (LCPCX) -13.43 -8.02 Vang 500 Idx
Alliance Bernstein Select Inv Biotech B (AIBBX) -10.32 -5.35 Specialty-Health
Alliance Bernstein Select Inv Biotech C (ASBCX) -10.32 -5.35 Specialty-Health
American Century Veedot Inv (AMVIX) -7.36 -7.25 Dreyf MidCap Idx
AXP Partners Small Cap Growth A (AXSCX) -16.15 -10.87 Vang SmCap Idx
AXP Partners Small Cap Growth B (ASGBX) -17.14 -11.65 Vang SmCap Idx
Citizens Small Cap Core Growth (CSCSX) -11.24 -5.5 Vang SmCap Idx
Fidelity Sel Pharmaceuticals (FPHAX) -9.7 -6.34 Specialty-Health
Lindbergh Signature (LSGNX) -9.22 -6.55 Dreyf MidCap Idx
Managers AMG Essex Aggr Gr (MEAGX) -15.68 -11.91 Dreyf MidCap Idx
Merrill Sml Cap Growth C (MCSWX) -12.04 -6.38 Vang SmCap Idx
Munder Power Plus B (MPFBX) -7.51 -8.06 Specialty-NatRes
Northern Instl Small Co Growth A (BSGRX) -16.43 -11.33 Vang SmCap Idx
Oppenheimer Emerging Growth A (OEGAX) -23.11 -5.68 Vang SmCap Idx
Oppenheimer Emerging Tech A (OETAX) -11.31 -10.11 Specialty-Tech
Oppenheimer Emerging Tech B (OETBX) -12.25 -10.8 Specialty-Tech
Oppenheimer Emerging Tech C (OETCX) -12.25 -10.8 Specialty-Tech
Oppenheimer Emerging Tech N (OETNX) -11.38 -10.25 Specialty-Tech
Oppenheimer Emerging Tech Y (OETYX) -10.71 -9.43 Specialty-Tech
Principal Partners Small Growth A (PPSMX) -13.92 -15.62 Vang SmCap Idx
ProFunds Ultra Pharmaceutic Inv (PHPIX) -16.43 -18.04 Specialty-Health
ProFunds Ultra Pharmaceutic Svc (PHPSX) -17.3 -18.68 Specialty-Health
ProFunds Ultra Semiconductor Inv (SMPIX) -30.31 -13.91 Specialty-Tech
ProFunds Ultra Semiconductor Svc (SMPSX) -31.02 -14.82 Specialty-Tech
ProFunds Ultra Technology Inv (TEPIX) -5.51 -5 Specialty-Tech
ProFunds Ultra Technology Svc (TEPSX) -6.34 -5.69 Specialty-Tech
Rydex Tempest 500 H (RYTPX) -34.55 -21.84 Vang Bal Idx
Rydex Utilities Adv (RYAUX) -7.81 -5.85 Specialty-Utils
Rydex Utilities Inv (RYUIX) -7.23 -5.2 Specialty-Utils
Rydex Venture 100 H (RYVNX) -33.17 -40.97 Vang Bal Idx
Sentinel Flex Cap Oppty B (SFCBX) -8.74 -6.44 Vang 500 Idx
Strategic Partners Managed Small Cap Growth C (DCAMX) -12.48 -8.56 Vang SmCap Idx
SunAmerica Strat Biotech/Health 30 A (SBHAX) -17.2 -5.94 Specialty-Health
SunAmerica Strat Biotech/Health 30 B (SHFBX) -17.89 -6.59 Specialty-Health
SunAmerica Strat Biotech/Health 30 II (SBHTX) -17.87 -6.55 Specialty-Health
Waddell & Reed Adv Small Cap A (UNSAX) -11.49 -5.59 Vang SmCap Idx
Waddell & Reed Adv Small-Cap B (WRSBX) -12.53 -6.74 Vang SmCap Idx
Wireless (WIREX) -9.61 -9.35 Specialty-Tech