Market Neutral: Total Returns

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Data through 6/14/2019. 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 0.09 -0.20 -0.39 -0.58 0.81 0.10
AC Alternatives® Market Neutral Val C ACVHX 0.00 -2.69 -1.36 -2.07 -2.15 -0.07
AC Alternatives® Market Neutral Val I ACVKX 0.10 -2.03 -1.03 -0.79 -0.94 1.16
AC Alternatives® Market Neutral Val A ACVQX 0.11 -2.22 -1.07 -1.23 -1.36 0.70
AC Alternatives® Market Neutral Val Inv ACVVX 0.11 -2.17 -1.05 -1.01 -1.14 0.95
AC Alternatives® Market Neutral Val R ACVWX 0.11 -2.37 -1.20 -1.47 -1.65 0.44
AQR Diversified Arbitrage I ADAIX 0.55 4.69 1.89 4.12 6.65 1.71
AQR Diversified Arbitrage N ADANX 0.44 4.45 1.78 3.71 6.35 1.44
Arbitrage Event-Driven R AEDFX -0.52 2.16 0.42 1.06 2.46 -0.51
Arbitrage Event-Driven I AEDNX -0.62 2.25 0.42 1.24 2.69 -0.28
Arbitrage Event-Driven C AEFCX -0.75 1.75 0.11 0.15 1.64 -1.27
Arbitrage Event-Driven A AGEAX -0.63 2.05 0.32 0.92 2.42 -0.53
361 Global Equity Absolute Return Inv AGRQX 0.20 -0.30 -0.10 --- --- ---
361 Global Equity Absolute Return Y AGRWX 0.20 -0.20 0.00 --- --- ---
361 Global Equity Absolute Return I AGRZX 0.20 -0.20 0.00 --- --- ---
AC Alternatives® Equity Market Netr Inv ALHIX 0.19 -3.38 -3.29 -2.90 0.36 -0.36
AC Alternatives® Equity Market Netr A ALIAX 0.20 -3.48 -3.39 -3.16 0.08 -0.61
AC Alternatives® Equity Market Netr C ALICX 0.22 -3.73 -3.53 -3.86 -0.62 -1.34
AC Alternatives® Equity Market Netr R5 ALIGX 0.28 -3.21 -3.29 -2.66 --- ---
AC Alternatives® Equity Market Netr R ALIRX 0.20 -3.59 -3.40 -3.44 -0.14 -0.86
AC Alternatives® Equity Market Netr I ALISX 0.28 -3.29 -3.29 -2.74 0.56 -0.16
AC Alternatives® Equity Market Netr Y ALYIX 0.28 -3.20 -3.20 -2.65 --- ---
Arbitrage C ARBCX -0.32 0.98 0.33 2.69 1.72 1.36
Arbitrage R ARBFX -0.23 1.33 0.54 3.48 2.50 2.15
Absolute Convertible Arbitrage Instl ARBIX 0.48 3.63 1.15 3.74 --- ---
Arbitrage I ARBNX -0.22 1.45 0.60 3.73 2.74 2.38
Arbitrage A ARGAX -0.23 1.41 0.62 3.53 2.48 2.14
BlackRock Event Driven Equity Inv A BALPX 0.43 3.90 2.19 6.90 6.07 5.15
BlackRock Event Driven Equity Inv C BCLPX 0.48 3.57 2.06 6.12 5.34 4.40
BlackRock Global Long/Short Equity Inv A BDMAX 0.32 3.80 1.86 5.03 6.41 2.25
BlackRock Global Long/Short Equity Inv C BDMCX 0.25 3.42 1.68 4.26 5.62 1.50
BlackRock Global Long/Short Equity Instl BDMIX 0.31 3.83 1.92 5.24 6.69 2.63
BlackRock Global Long/Short Equity K BGCKX 0.39 3.91 1.92 5.34 6.78 ---
BlackRock Event Driven Equity Instl BILPX 0.41 3.96 2.21 7.06 6.36 5.42
Victory Market Neutral Income A CBHAX 0.73 0.48 0.69 2.74 3.74 2.75
Victory Market Neutral Income C CBHCX 0.64 0.12 0.44 1.81 2.93 1.98
Victory Market Neutral Income I CBHIX 0.73 0.64 0.74 3.01 4.03 3.04
Causeway Global Absolute Return Instl CGAIX -2.70 -12.36 -7.13 -2.18 -1.62 -1.54
Causeway Global Absolute Return Inv CGAVX -2.72 -12.37 -7.09 -2.34 -1.81 -1.73
Calamos Market Neutral Income I CMNIX 0.55 4.02 1.25 3.26 4.73 3.52
Cognios Market Neutral Large Cap Instl COGIX -0.97 -2.38 0.20 -0.78 0.20 3.27
Cognios Market Neutral Large Cap Inv COGMX -0.98 -2.42 0.20 -0.88 0.00 3.03
Convergence Market Neutral Institutional CPMNX 3.25 -4.09 0.56 -4.41 4.38 ---
Invesco All Cap Market Neutral A CPNAX -0.14 -10.70 -3.21 -7.63 -4.19 -0.57
Invesco All Cap Market Neutral C CPNCX -0.30 -11.05 -3.37 -8.34 -4.92 -1.33
Invesco All Cap Market Neutral R5 CPNFX -0.14 -10.52 -3.02 -7.16 -3.84 -0.26
Invesco All Cap Market Neutral R CPNRX -0.15 -10.73 -3.26 -7.75 -4.41 -0.82
Invesco All Cap Market Neutral R6 CPNSX -0.14 -10.53 -3.03 -7.28 -3.85 -0.28
Invesco All Cap Market Neutral Y CPNYX -0.14 -10.67 -3.17 -7.32 -3.97 -0.33
Calamos Market Neutral Income C CVSCX 0.43 3.53 0.96 2.19 3.67 2.49
Calamos Market Neutral Income A CVSIX 0.48 3.85 1.17 2.98 4.44 3.27
Gabelli Entpr Mergers & Acquisitions AAA EAAAX -0.76 4.37 -0.83 1.10 4.31 3.22
Gabelli Entpr Mergers & Acquisitions A EMAAX -0.85 4.22 -0.85 0.84 4.08 3.01
Gabelli Entpr Mergers & Acquisitions C EMACX -0.85 3.99 -1.01 0.32 3.51 2.44
Gabelli Entpr Mergers & Acquisitions Y EMAYX -0.72 4.50 -0.72 1.34 4.57 3.48
Federated Absolute Return A FMAAX 0.82 2.49 0.00 -7.30 -4.07 -2.48
Federated Absolute Return B FMBBX 0.60 2.08 -0.24 -8.05 -4.81 -3.21
Federated Absolute Return Institutional FMIIX 0.81 2.58 0.00 -7.11 -3.83 -2.23
Federated Absolute Return C FMRCX 0.73 2.09 -0.24 -8.08 -4.80 -3.21
Gabelli ABC AAA GABCX -0.19 2.09 0.20 1.71 2.19 1.97
Gabelli ABC Advisor GADVX -0.20 1.91 0.10 1.46 1.94 1.72
Kellner Merger Investor GAKAX -0.09 2.47 0.93 1.92 2.49 2.08
Kellner Merger Institutional GAKIX -0.09 2.50 1.01 2.06 2.73 2.39
GMO Alpha Only IV GAPOX -1.71 -7.00 -3.80 -5.56 -1.68 -1.91
GMO Alpha Only III GGHEX -1.71 -7.00 -3.80 -5.58 -1.73 -1.95
Gotham Master Neutral Institutional GMNFX 0.91 -1.87 -1.58 -1.64 --- ---
Gotham Neutral 500 Institutional GONFX 1.92 -2.02 -1.41 0.54 --- ---
Gotham Neutral Institutional GONIX 1.71 -1.17 -0.49 -2.97 0.50 -1.47
Guggenheim Market Neutral Rel Est A GUMAX 2.17 5.55 4.20 6.33 5.13 ---
Guggenheim Market Neutral Rel Est C GUMCX 2.08 5.14 4.00 5.33 4.30 ---
Guggenheim Market Neutral Rel Est Instl GUMNX 2.15 5.64 4.23 6.37 5.31 ---
Guggenheim Market Neutral Rel Est P GUMPX 2.16 5.53 4.21 5.95 4.99 ---
Highland Merger Arbitrage A HMEAX -0.32 2.44 0.76 5.81 --- ---
Highland Merger Arbitrage C HMECX -0.38 2.17 0.66 5.10 --- ---
Highland Merger Arbitrage Z HMEZX -0.32 2.59 0.87 6.16 --- ---
Hussman Strategic Growth HSGFX -1.00 -11.42 -5.84 -6.05 -8.85 -8.76
Hussman Strategic International HSIEX 0.12 -0.35 0.24 -5.84 -3.09 -2.73
American Beacon Ionic Strat Arbtrg A IONAX -0.94 1.93 -0.27 -2.50 -0.48 ---
American Beacon Ionic Strat Arbtrg C IONCX -0.94 1.66 -0.41 -3.26 -1.20 ---
American Beacon Ionic Strat Arbtrg Instl IONIX -0.93 2.04 -0.13 -2.18 -0.09 ---
American Beacon Ionic Strat Arbtrg Inv IONPX -0.94 1.79 -0.27 -2.58 -0.52 ---
American Beacon Ionic Strat Arbtrg Y IONYX -0.80 2.19 -0.13 -2.19 -0.16 ---
JPMorgan Research Market Neutral A JMNAX 1.15 1.08 2.15 2.82 2.96 0.68
JPMorgan Research Market Neutral C JMNCX 1.00 0.78 2.00 2.25 2.43 0.17
JPMorgan Research Market Neutral I JMNSX 1.17 1.17 2.26 3.11 3.23 0.94
JPMorgan Research Market Neutral L JPMNX 1.07 1.14 2.21 3.18 3.35 1.10
James Alpha Relative Value Portfolio S JRSVX 1.52 8.97 3.19 6.65 --- ---
James Alpha Relative Value A JRVAX 1.62 8.89 3.29 6.46 --- ---
James Alpha Relative Value C JRVCX 1.62 8.89 3.29 6.46 --- ---
James Alpha Relative Value I JRVIX 1.62 8.89 3.29 6.46 --- ---
QS Global Market Neutral A LNFIX -1.23 -2.82 -3.41 -4.76 0.93 ---
QS Global Market Neutral IS LQISX -1.12 -2.62 -3.30 -4.31 1.32 ---
QS Global Market Neutral C LQNCX -1.24 -3.04 -3.53 --- --- ---
QS Global Market Neutral I LQNIX -1.23 -2.62 -3.30 -4.33 1.25 ---
Merger Investor MERFX 0.12 2.25 0.36 4.65 4.59 2.55
Merger Institutional MERIX 0.18 2.45 0.48 4.99 4.92 2.88
Invesco Global Market Neutral A MKNAX -1.79 -9.43 -5.76 -12.51 -4.27 -2.98
Invesco Global Market Neutral C MKNCX -1.68 -9.60 -5.81 -13.16 -4.98 -3.66
Invesco Global Market Neutral R5 MKNFX -1.61 -9.33 -5.70 -12.45 -4.02 -2.74
Invesco Global Market Neutral R MKNRX -1.64 -9.53 -5.83 -12.76 -4.46 -3.21
Invesco Global Market Neutral R6 MKNSX -1.77 -9.33 -5.70 -12.36 -4.02 -2.74
Invesco Global Market Neutral Y MKNYX -1.61 -9.33 -5.70 -12.27 -4.02 -2.74
MProved Systematic Merger Arbitrage Inv MMAJX -0.19 0.77 0.00 6.04 --- ---
MProved Systematic Merger Arbitrage Insl MMAQX -0.19 0.96 0.10 6.23 --- ---
Nuveen Equity Market Neutral I NIMEX -1.80 -8.03 -1.55 -5.08 3.73 3.24
Nuveen Equity Market Neutral A NMAEX -1.78 -8.10 -1.62 -5.31 3.48 2.98
Nuveen Equity Market Neutral C NMECX -1.87 -8.45 -1.82 -6.03 2.70 2.22
PIMCO RAE Fundamental Advantage PLUS I2 PFAPX -1.33 -2.13 -2.23 -3.59 0.15 -1.48
PIMCO RAE Fundamental AdvantagePLUS Inst PFATX -1.22 -2.12 -2.22 -3.52 0.25 -1.40
Putnam PanAgora Market Neutral A PPMAX -1.89 -4.02 -2.86 -6.36 --- ---
Putnam PanAgora Market Neutral B PPMBX -2.02 -4.39 -3.00 -7.04 --- ---
Putnam PanAgora Market Neutral C PPMDX -2.02 -4.39 -3.00 -7.04 --- ---
Putnam PanAgora Market Neutral R PPMLX -1.90 -4.14 -2.87 -6.48 --- ---
Putnam PanAgora Market Neutral R6 PPMRX -1.88 -3.90 -2.74 -6.14 --- ---
Putnam PanAgora Market Neutral M PPMVX -1.90 -4.26 -2.88 -6.81 --- ---
Putnam PanAgora Market Neutral Y PPMYX -1.88 -3.90 -2.74 -6.14 --- ---
American Beacon SSI Alternative Inc Inv PSCAX 0.39 3.44 1.39 2.87 3.49 1.53
American Beacon SSI Alternative Inc Y PSCIX 0.39 3.55 1.39 3.21 3.77 1.79
PIMCO RAE Fundamental Advantage PLUS A PTFAX -1.36 -2.38 -2.38 -3.92 -0.21 -1.78
AQR Diversified Arbitrage R6 QDARX 0.55 4.58 1.90 4.12 6.73 ---
AQR Equity Market Neutral I QMNIX 1.31 -6.51 -5.18 -12.40 -2.64 ---
AQR Equity Market Neutral N QMNNX 1.32 -6.64 -5.22 -12.70 -2.89 ---
AQR Equity Market Neutral R6 QMNRX 1.31 -6.50 -5.18 -12.39 -2.57 ---
SilverPepper Merger Arbitrage Advisor SPABX -0.54 1.39 -0.18 1.01 1.66 3.38
SilverPepper Merger Arbitrage Instl SPAIX -0.54 1.55 -0.09 1.27 1.92 3.60
American Beacon SSI Alternative Inc Ins SSIJX --- --- --- --- --- ---
Core Market Neutral Instl STAKX 4.36 5.99 1.97 -7.91 --- ---
Core Market Neutra N STTKX 4.29 5.75 1.90 -8.14 --- ---
Touchstone Credit Opports II Instl TARBX -0.30 4.55 1.54 2.28 1.58 2.21
Touchstone Credit Opports II C TMACX -0.32 4.07 1.28 1.08 0.46 1.05
Touchstone Credit Opports II A TMARX -0.31 4.40 1.46 1.85 1.21 1.81
Touchstone Credit Opports II Y TMAYX -0.30 4.46 1.55 2.09 1.49 2.11
Vivaldi Merger Arbitrage A VARAX -0.37 1.33 0.28 5.52 1.88 ---
Vivaldi Merger Arbitrage I VARBX -0.37 1.50 0.37 5.88 2.19 ---
Vanguard Market Neutral Inv VMNFX -1.31 -9.21 -5.13 -10.94 -2.93 -1.05
Vanguard Market Neutral I VMNIX -1.22 -9.15 -5.13 -10.86 -2.86 -0.96
Westwood Market Neutral Income Instl WMNIX 0.20 3.69 1.21 4.78 2.55 ---
Westwood Market Neutral Income Ultra WMNUX 0.20 3.70 1.22 4.86 2.66 ---
Zacks Market Neutral Institutional ZMNIX 0.55 0.79 0.00 -2.68 -1.94 1.07
Zacks Market Neutral Investor ZMNVX 0.53 0.68 -0.07 -2.90 -2.10 1.27
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