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Top consumer spending funds
The strong jobs report last week was met with much enthusiasm as investors pushed the S&P 500 to record highs. The report showed that employers added 287,000 jobs last month, a sharp increase from May's 11,000 new jobs, according to the Bureau of Labor Statistics.

But in the markets, a week can be a long time. Now there are new worries of market downturns and a possible economic slowdown.

Indeed, the U.S. economy has been in a "plow horse mode," showing strength only in selective areas and plodding along, says Tom Roseen, head of research services at Lipper.

Consumer cyclical mutual funds, which typically ebb and flow with the economy, have shown mostly lackluster returns over the short-term (the past 12 months and year-to-date.) "I'm not all that surprised, given the concerns for a global economic slowdown," Roseen says. "With all the uncertainty, investors just can’t make up their minds."

Taking a longer view, however, there is a small group of consumer cyclical funds that has rewarded investors with double-digit gains over the past three years. Scroll through to see the top performers over that time period. All data from Morningstar.