Market Neutral: Total Returns

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Data through 4/18/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Market Neutral 0.20 0.12 -0.77 1.94 1.00 0.80
AC Alternatives® Market Neutral Val C ACVHX -0.21 -2.96 -2.26 -4.19 0.29 1.01
AC Alternatives® Market Neutral Val I ACVKX -0.19 -2.64 -1.99 -3.08 1.49 2.21
AC Alternatives® Market Neutral Val A ACVQX -0.20 -2.81 -2.15 -3.45 1.03 1.76
AC Alternatives® Market Neutral Val Inv ACVVX -0.20 -2.67 -2.02 -3.21 1.28 2.02
AC Alternatives® Market Neutral Val R ACVWX -0.20 -2.86 -2.18 -3.69 0.78 1.51
AQR Diversified Arbitrage I ADAIX 0.54 1.21 1.32 4.70 3.01 0.92
AQR Diversified Arbitrage N ADANX 0.54 1.21 1.32 4.48 2.76 0.69
Arbitrage Event-Driven R AEDFX -0.10 0.74 0.11 2.98 0.00 0.80
Arbitrage Event-Driven I AEDNX 0.00 0.84 0.10 3.31 0.27 1.04
Arbitrage Event-Driven C AEFCX -0.11 0.65 -0.11 2.30 -0.71 0.04
Arbitrage Event-Driven A AGEAX 0.00 0.85 0.11 3.12 0.05 ---
AC Alternatives® Equity Market Netr Inv ALHIX 0.00 1.60 -0.87 1.24 0.59 1.07
AC Alternatives® Equity Market Netr A ALIAX 0.00 1.56 -0.89 1.00 0.36 0.83
AC Alternatives® Equity Market Netr C ALICX 0.00 1.29 -1.17 0.20 -0.39 0.08
AC Alternatives® Equity Market Netr R5 ALIGX 0.09 1.66 -0.77 1.48 --- ---
AC Alternatives® Equity Market Netr R ALIRX 0.00 1.51 -1.01 0.75 0.12 0.58
AC Alternatives® Equity Market Netr I ALISX 0.00 1.66 -0.85 1.39 0.78 1.28
AC Alternatives® Equity Market Netr Y ALYIX 0.09 1.74 -0.77 1.57 --- ---
Arbitrage C ARBCX -0.33 0.16 -0.08 0.78 1.11 1.24
Arbitrage R ARBFX -0.31 0.31 0.08 1.49 1.87 2.01
Absolute Convertible Arbitrage Instl ARBIX 0.58 1.67 1.27 --- --- ---
Arbitrage I ARBNX -0.30 0.38 0.08 1.72 2.11 2.25
Arbitrage A ARGAX -0.31 0.39 0.08 1.55 1.86 ---
BlackRock Event Driven Equity Inv A BALPX -0.46 0.34 -0.34 2.33 3.41 8.19
BlackRock Event Driven Equity Inv C BCLPX -0.50 0.13 -0.50 1.60 2.66 7.41
BlackRock Global Long/Short Equity Inv A BDMAX 2.56 0.33 -0.66 7.69 0.99 3.07
BlackRock Global Long/Short Equity Inv C BDMCX 2.56 0.17 -0.77 6.99 0.28 2.33
BlackRock Global Long/Short Equity Instl BDMIX 2.61 0.41 -0.57 7.99 1.26 3.34
BlackRock Global Long/Short Equity K BGCKX 2.61 0.41 -0.57 8.07 --- ---
BlackRock Event Driven Equity Instl BILPX -0.33 0.55 -0.11 2.64 3.69 8.50
Victory CEMP Market Neutral Income A CBHAX -0.49 -0.18 0.98 4.13 3.97 1.54
Victory CEMP Market Neutral Income C CBHCX -0.54 -0.34 0.83 3.32 3.18 0.77
Victory CEMP Market Neutral Income I CBHIX -0.42 -0.01 1.04 4.37 4.23 1.81
Causeway Global Absolute Return Instl CGAIX 1.22 0.22 -1.08 0.00 0.70 2.43
Causeway Global Absolute Return Inv CGAVX 1.23 0.11 -1.20 -0.22 0.48 2.16
Calamos Market Neutral Income I CMNIX 0.76 2.26 1.03 5.43 4.03 4.03
Cognios Market Neutral Large Cap Instl COGIX -0.29 1.49 0.69 6.24 3.11 5.34
Cognios Market Neutral Large Cap Inv COGMX -0.20 1.51 0.70 6.10 2.86 5.12
Convergence Market Neutral Institutional CPMNX 1.26 3.98 0.18 11.40 --- ---
Invesco All Cap Market Neutral A CPNAX 0.00 0.48 0.00 -6.80 1.81 ---
Invesco All Cap Market Neutral C CPNCX -0.12 0.25 -0.25 -7.48 1.05 ---
Invesco All Cap Market Neutral R5 CPNFX 0.00 0.47 0.00 -6.54 2.07 ---
Invesco All Cap Market Neutral R CPNRX 0.00 0.36 -0.12 -7.05 1.53 ---
Invesco All Cap Market Neutral R6 CPNSX 0.00 0.59 0.12 -6.44 2.11 ---
Invesco All Cap Market Neutral Y CPNYX 0.00 0.59 0.00 -6.55 2.07 ---
Calamos Market Neutral Income C CVSCX 0.59 1.86 0.74 4.31 2.97 2.98
Calamos Market Neutral Income A CVSIX 0.67 2.10 0.95 5.10 3.74 3.77
Calamos Market Neutral Income T CVSTX --- --- --- --- --- ---
Gabelli Entpr Mergers & Acquisitions AAA EAAAX 0.33 1.14 -0.53 4.98 4.82 5.40
Gabelli Entpr Mergers & Acquisitions A EMAAX 0.34 1.09 -0.54 4.85 4.62 5.19
Gabelli Entpr Mergers & Acquisitions C EMACX 0.29 0.89 -0.66 4.28 4.04 4.61
Gabelli Entpr Mergers & Acquisitions T EMATX 0.34 1.15 -0.47 --- --- ---
Gabelli Entpr Mergers & Acquisitions Y EMAYX 0.38 1.21 -0.44 5.28 5.09 5.67
Federated Absolute Return A FMAAX -3.43 -0.40 -2.77 4.50 -1.80 2.04
Federated Absolute Return B FMBBX -3.42 -0.62 -2.83 3.78 -2.54 1.29
Federated Absolute Return Institutional FMIIX -3.50 -0.40 -2.74 4.73 -1.58 2.28
Federated Absolute Return C FMRCX -3.44 -0.62 -2.95 3.69 -2.55 1.27
Gabelli ABC AAA GABCX 0.10 0.29 -0.19 1.60 2.20 2.42
Gabelli ABC Advisor GADVX 0.10 0.19 -0.19 1.42 1.99 2.17
Kellner Merger Investor GAKAX -0.85 -0.47 -1.23 0.67 0.96 2.15
Kellner Merger Institutional GAKIX -0.83 -0.47 -1.20 0.85 1.17 2.50
GMO Alpha Only IV GAPOX 0.14 0.65 -0.28 3.26 0.99 -0.31
GMO Alpha Only III GGHEX 0.14 0.65 -0.28 3.26 0.95 -0.35
Gotham Master Neutral Institutional GMNFX 0.49 1.38 -0.77 --- --- ---
LMCG Global Market Neutral Institutional GMNIX 0.00 -1.47 -2.71 0.47 -0.67 ---
LMCG Global Market Neutral Investor GMNRX 0.00 -1.48 -2.83 0.19 -0.92 ---
Gotham Neutral 500 Institutional GONFX 0.88 1.06 -1.21 9.11 --- ---
Gotham Neutral Institutional GONIX -0.09 1.62 -1.02 3.19 1.11 ---
Grant Park Absolute Return A GPHAX -0.10 -12.73 -14.80 -1.72 --- ---
Grant Park Absolute Return C GPHCX -0.11 -12.93 -14.89 -2.34 --- ---
Grant Park Absolute Return I GPHIX -0.10 -12.66 -14.72 -1.42 --- ---
Grant Park Absolute Return N GPHNX -0.10 -12.74 -14.74 -1.62 --- ---
Guggenheim Market Neutral Rel Est A GUMAX -0.26 2.49 0.61 8.93 --- ---
Guggenheim Market Neutral Rel Est C GUMCX -0.31 2.25 0.43 8.16 --- ---
Guggenheim Market Neutral Rel Est Instl GUMNX -0.23 2.56 0.68 9.19 --- ---
Guggenheim Market Neutral Rel Est P GUMPX -0.23 2.49 0.61 8.89 --- ---
Highland Merger Arbitrage A HMEAX -1.63 -1.29 -1.48 1.47 --- ---
Highland Merger Arbitrage C HMECX -1.64 -1.39 -1.64 0.86 --- ---
Highland Merger Arbitrage Z HMEZX -1.57 -1.18 -1.42 1.84 --- ---
Hussman Strategic Growth HSGFX 2.22 2.87 2.54 -5.92 -9.71 -8.75
Hussman Strategic International HSIEX -0.67 -0.79 0.11 0.20 2.02 -1.82
Hussman Strategic Value HSVLX -0.14 -1.21 -0.86 -1.53 -2.93 -1.14
American Beacon Ionic Strat Arbtrg A IONAX -0.12 -0.48 -1.66 -0.74 --- ---
American Beacon Ionic Strat Arbtrg C IONCX -0.24 -0.61 -1.92 -1.50 --- ---
American Beacon Ionic Strat Arbtrg Instl IONIX 0.00 -0.36 -1.53 -0.33 --- ---
American Beacon Ionic Strat Arbtrg Inv IONPX -0.12 -0.48 -1.66 -0.81 --- ---
American Beacon Ionic Strat Arbtrg Y IONYX -0.12 -0.36 -1.65 -0.48 --- ---
JPMorgan Research Market Neutral A JMNAX 0.35 0.63 0.21 2.86 0.50 0.81
JPMorgan Research Market Neutral C JMNCX 0.38 0.53 0.07 2.37 0.00 0.30
JPMorgan Research Market Neutral I JMNSX 0.40 0.67 0.20 3.16 0.75 1.06
JPMorgan Research Market Neutral L JPMNX 0.40 0.73 0.26 3.24 0.91 1.25
James Alpha Relative Value Portfolio S JRSVX 0.30 -0.20 -1.17 --- --- ---
James Alpha Relative Value A JRVAX 0.20 -0.20 -1.17 --- --- ---
James Alpha Relative Value C JRVCX 0.20 -0.20 -1.17 --- --- ---
James Alpha Relative Value I JRVIX 0.20 -0.20 -1.17 --- --- ---
QS Global Market Neutral A LNFIX 0.96 2.63 0.00 6.38 --- ---
QS Global Market Neutral IS LQISX 1.05 2.81 0.09 6.88 --- ---
QS Global Market Neutral I LQNIX 0.95 2.71 0.09 6.68 --- ---
Merger Investor MERFX -0.24 2.82 1.80 4.02 1.87 2.37
Merger Institutional MERIX -0.24 2.91 1.88 4.31 2.20 ---
Invesco Global Market Neutral A MKNAX 2.53 1.19 -0.64 0.23 -0.40 ---
Invesco Global Market Neutral C MKNCX 2.50 0.89 -0.88 -0.60 -1.15 ---
Invesco Global Market Neutral R5 MKNFX 2.61 1.29 -0.53 0.64 -0.10 ---
Invesco Global Market Neutral R MKNRX 2.44 0.99 -0.75 -0.08 -0.64 ---
Invesco Global Market Neutral R6 MKNSX 2.62 1.29 -0.53 0.54 -0.13 ---
Invesco Global Market Neutral Y MKNYX 2.51 1.18 -0.63 0.44 -0.17 ---
Nuveen Equity Market Neutral I NIMEX 0.08 2.62 0.28 11.40 6.46 ---
Nuveen Equity Market Neutral A NMAEX 0.04 2.53 0.21 11.10 6.19 ---
Nuveen Equity Market Neutral C NMECX 0.00 2.31 0.04 10.27 5.42 ---
PIMCO RAE Fundamental Advantage PLUS P PFAPX 0.60 -0.40 -0.40 0.22 -0.06 -0.33
PIMCO RAE Fundamental AdvantagePLUS Inst PFATX 0.60 -0.30 -0.39 0.32 0.09 -0.25
Putnam PanAgora Market Neutral A PPMAX -0.51 -1.32 -4.13 --- --- ---
Putnam PanAgora Market Neutral B PPMBX -0.51 -1.52 -4.24 --- --- ---
Putnam PanAgora Market Neutral C PPMDX -0.51 -1.52 -4.24 --- --- ---
Putnam PanAgora Market Neutral R PPMLX -0.51 -1.42 -4.24 --- --- ---
Putnam PanAgora Market Neutral R6 PPMRX -0.51 -1.32 -4.13 --- --- ---
Putnam PanAgora Market Neutral M PPMVX -0.51 -1.52 -4.24 --- --- ---
Putnam PanAgora Market Neutral Y PPMYX -0.51 -1.32 -4.13 --- --- ---
Palmer Square SSI Alternative Inc A PSCAX 0.30 0.80 0.50 3.30 2.14 1.31
Palmer Square SSI Alternative Inc I PSCIX 0.40 0.90 0.50 3.49 2.38 1.56
PIMCO RAE Fundamental Advantage PLUS A PTFAX 0.51 -0.50 -0.50 -0.11 -0.39 -0.65
PIMCO RAE Fundamental Advantage PLUS C PTRCX 0.41 -0.71 -0.71 -0.81 -1.06 -1.39
AQR Diversified Arbitrage R6 QDARX 0.66 1.32 1.43 4.92 3.10 ---
AQR Equity Market Neutral I QMNIX 0.00 -0.08 -2.24 5.31 9.20 ---
AQR Equity Market Neutral N QMNNX -0.08 -0.16 -2.32 4.95 8.91 ---
AQR Equity Market Neutral R6 QMNRX -0.08 -0.08 -2.31 5.29 9.21 ---
SilverPepper Merger Arbitrage Advisor SPABX -0.09 0.00 0.09 1.31 3.96 ---
SilverPepper Merger Arbitrage Instl SPAIX 0.00 0.18 0.18 1.57 4.19 ---
AlphaCore Statistical Arbitrage Instl STAKX 2.96 1.97 0.47 --- --- ---
AlphaCore Statistical Arbitrage N STTKX 2.96 1.91 0.47 --- --- ---
Touchstone Arbitrage Institutional TARBX 0.20 -1.21 -1.81 -0.72 2.32 ---
Touchstone Arbitrage C TMACX 0.22 -1.59 -2.00 -1.87 1.15 ---
Touchstone Arbitrage A TMARX 0.21 -1.44 -1.94 -1.13 1.89 ---
Touchstone Arbitrage Y TMAYX 0.31 -1.22 -1.81 -0.81 2.22 ---
Touchstone Merger Arbitrage A TMGAX 0.39 -1.06 -1.72 -0.44 1.85 1.34
Touchstone Merger Arbitrage C TMGCX 0.21 -1.32 -2.02 -1.24 1.04 0.54
Touchstone Merger Arbitrage Instl TMGLX 0.38 -0.94 -1.69 -0.07 2.23 1.70
Touchstone Merger Arbitrage Y TMGYX 0.38 -0.95 -1.70 -0.16 2.12 1.62
Vivaldi Merger Arbitrage A VARAX -1.54 -1.25 -1.82 -0.14 --- ---
Vivaldi Merger Arbitrage I VARBX -1.53 -1.15 -1.71 0.15 --- ---
Vanguard Market Neutral Inv VMNFX 0.92 1.35 -0.86 -0.73 1.61 2.79
Vanguard Market Neutral I VMNIX 0.94 1.38 -0.84 -0.64 1.70 2.87
Westwood Market Neutral Income Instl WMNIX -0.22 0.68 0.58 -0.15 --- ---
Westwood Market Neutral Income Ultra WMNUX -0.19 0.71 0.61 -0.02 --- ---
Zacks Market Neutral Institutional ZMNIX 0.84 -1.19 -1.78 -0.53 1.91 0.73
Zacks Market Neutral Investor ZMNVX 0.86 -1.27 -1.82 -0.85 2.13 1.17
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