The top-performing commodity funds this year

SEP 17, 2010
By  mlanche

Top performing ETF commodity funds by YTD return*

  
Name Ticker Morningstar category Inception date YTD return % rank cat YTD 1yr return % rank cat 1yr 3yr return % rank cat 3yr
iPath DJ-UBS Coffee TR Sub-Idx ETN JO US ETF Commodities Agriculture June 24, 2008 27.09 1 27.35 13 NA NA
iPath DJ-UBS Tin TR Sub-Idx ETN JJT US ETF Commodities Industrial Metals June 24, 2008 23.51 1 45.86 1 NA NA
PowerShares DB Gold Double Long ETN DGP US ETF Commodities Precious Metals Feb. 27, 2008 22.07 1 58.20 1 NA NA
ProShares Ultra Gold UGL US ETF Commodities Precious Metals Dec. 1, 2008 21.60 1 53.87 1 NA NA
iPath DJ-UBS Nickel TR Sub-Idx ETN JJN US ETF Commodities Industrial Metals Oct. 23, 2007 15.12 17 7.85 50 NA NA
iPath Global Carbon ETN GRN US ETF Commodities Miscellaneous June 24, 2008 14.67 1 -2.02 1 NA NA
iShares COMEX Gold Trust IAU US ETF Commodities Precious Metals Jan. 21, 2005 11.56 17 28.82 17 21.86 1
PowerShares DB Gold DGL US ETF Commodities Precious Metals Jan. 5, 2007 10.75 17 27.42 17 20.69 1
iPath DJ-UBS Cotton TR Sub-Idx ETN BAL US ETF Commodities Agriculture June 24, 2008 10.66 13 29.41 1 NA NA
UBS E-TRACS CMCI Gold TR ETN UBG US ETF Commodities Precious Metals Apr. 1, 2008 10.60 34 27.53 17 NA NA
SPDR Gold Shares GLD US ETF Commodities Precious Metals Nov. 18, 2004 10.56 34 27.82 17 22.22 1
ETFS Physical Swiss Gold Shares SGOL US ETF Commodities Precious Metals Sept. 9, 2009 10.55 34 NA NA NA NA
iPath DJ-UBS Prec Metals TR Sub-Idx ETN JJP US ETF Commodities Precious Metals June 24, 2008 10.48 34 26.80 34 NA NA
PowerShares DB Precious Metals DBP US ETF Commodities Precious Metals Jan. 5, 2007 10.34 50 26.59 50 19.71 50
United States Short Oil DNO US ETF Commodities Energy Sept. 24, 2009 9.37 1 NA NA NA NA
UBS E-TRACS CMCI Silver TR ETN USV US ETF Commodities Precious Metals Apr. 1, 2008 8.77 67 23.76 67 NA NA
UBS E-TRACS CMCI Livestock TR ETN UBC US ETF Commodities Agriculture Apr. 1, 2008 8.73 25 20.22 25 NA NA
PowerShares DB Silver DBS US ETF Commodities Precious Metals Jan. 5, 2007 8.69 67 23.74 67 14.52 100
ETFS Physical Silver Shares SIVR US ETF Commodities Precious Metals July 24, 2009 6.91 83 21.09 100 NA NA
iShares Silver Trust SLV US ETF Commodities Precious Metals Apr. 21, 2006 6.83 83 20.90 100 12.76 100
iPath DJ-UBS Livestock TR Sub-Idx ETN COW US ETF Commodities Agriculture Oct. 23, 2007 5.21 25 11.82 38 NA NA
UBS E-TRACS Long Platinum TR ETN PTM US ETF Commodities Precious Metals May 8, 2008 3.76 83 19.99 100 NA NA
ProShares Ultra Silver AGQ US ETF Commodities Precious Metals Dec. 1, 2008 3.48 83 23.09 83 NA NA
iPath DJ-UBS Platinum TR Sub-Idx ETN PGM US ETF Commodities Precious Metals June 24, 2008 3.38 100 19.59 100 NA NA
ELEMENTS MLCX Grains Index TR ETN GRU US ETF Commodities Agriculture Feb. 5, 2008 1.94 38 10.08 50 NA NA
  

U.S. open-end commodity funds, distinct share class, by YTD return*

Name Ticker Morningstar Category Inception Date YTD Return % rank cat YTD 1yr Return % rank cat 1yr 3yr Return % rank cat 3yr
PIMCO Commodity Real Ret Strat Instl PCRIX US OE Commodities Broad Basket 6/28/2002 0.05 1 15.91 2 -0.58 1
Harbor Commodity Real Return ST Instl HACMX US OE Commodities Broad Basket 9/2/2008 -0.36 5 13.89 15 NA NA
DWS Enhanced Commodity Strategy A SKNRX US OE Commodities Broad Basket 2/14/2005 -2.72 20 7.39 22 -5.63 34
Rydex|SGI L/S Commodities Strategy A RYLBX US OE Commodities Broad Basket 6/25/2009 -3.57 26 -7.60 90 NA NA
Credit Suisse Trust Commodity Return St CCRSX US OE Commodities Broad Basket 2/28/2006 -5.22 35 3.30 47 -4.21 22
ING Goldman Sachs Commodity Strat I IGCPX US OE Commodities Broad Basket 4/28/2008 -5.50 39 3.34 42 NA NA
Fidelity Series Commodity Strategy FCSSX US OE Commodities Broad Basket 10/1/2009 -5.52 41 NA NA NA NA
Credit Suisse Commodity Return Strat C CRSCX US OE Commodities Broad Basket 12/30/2004 -5.76 46 2.59 52 -6.40 52
Invesco Commodities Strategy A COAAX US OE Commodities Broad Basket 4/30/2008 -6.81 51 0.00 57 NA NA
Fidelity Advisor Global Cmdty Stk A FFGAX US OE Commodities Broad Basket 3/25/2009 -7.08 59 6.91 29 NA NA
WorldCommodity WCOMX US OE Commodities Broad Basket 10/27/2006 -8.53 69 -2.34 70 -7.98 55
Goldman Sachs Commodity Strategy A GSCAX US OE Commodities Broad Basket 3/30/2007 -8.81 74 -2.17 67 -12.00 61
Oppenheimer Commodity Strat Total Ret A QRAAX US OE Commodities Broad Basket 3/31/1997 -9.36 82 -3.13 76 -17.14 88
Direxion Mthly Commodity Bull 2X DXCLX US OE Commodities Broad Basket 2/17/2005 -9.89 88 22.39 1 -13.29 70
Rydex Commodities Strategy A RYMEX US OE Commodities Broad Basket 5/25/2005 -12.39 91 -7.49 85 -13.92 76
Direxion Commodity Trends Strat Inv DXCTX US OE Commodities Broad Basket 6/10/2008 -20.78 100 -22.17 100 NA NA
* Returns through Aug. 16, 2010. Source: &Copy; 2010 Morningstar Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Date: Aug. 17, 2010

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