Market Neutral: Total Returns

Print
Data through 3/18/2019. 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 -0.45 0.29 0.27 -0.23 0.84 0.31
AC Alternatives® Market Neutral Val C ACVHX -1.01 -1.01 -0.90 -1.94 -1.27 0.45
AC Alternatives® Market Neutral Val I ACVKX -1.01 -0.71 -0.61 -0.81 -0.07 1.65
AC Alternatives® Market Neutral Val A ACVQX -1.05 -0.84 -0.74 -1.24 -0.53 1.20
AC Alternatives® Market Neutral Val Inv ACVVX -1.03 -0.83 -0.62 -1.02 -0.29 1.45
AC Alternatives® Market Neutral Val R ACVWX -0.97 -0.86 -0.75 -1.47 -0.77 0.95
AQR Diversified Arbitrage I ADAIX 0.56 2.63 2.40 4.19 6.25 1.27
AQR Diversified Arbitrage N ADANX 0.56 2.63 2.44 4.01 6.00 1.05
Arbitrage Event-Driven R AEDFX -0.11 1.72 2.16 0.53 2.73 -0.25
Arbitrage Event-Driven I AEDNX -0.11 1.82 2.26 0.82 3.01 0.00
Arbitrage Event-Driven C AEFCX -0.11 1.64 1.98 -0.17 2.02 -0.98
Arbitrage Event-Driven A AGEAX -0.11 1.72 2.16 0.60 2.77 -0.23
AC Alternatives® Equity Market Netr Inv ALHIX -1.27 -0.46 0.37 0.56 0.39 0.47
AC Alternatives® Equity Market Netr A ALIAX -1.21 -0.47 0.28 0.31 0.13 0.22
AC Alternatives® Equity Market Netr C ALICX -1.34 -0.62 0.10 -0.36 -0.61 -0.54
AC Alternatives® Equity Market Netr R5 ALIGX -1.24 -0.36 0.36 0.81 --- ---
AC Alternatives® Equity Market Netr R ALIRX -1.25 -0.58 0.20 0.04 -0.11 -0.05
AC Alternatives® Equity Market Netr I ALISX -1.24 -0.44 0.36 0.73 0.59 0.65
AC Alternatives® Equity Market Netr Y ALYIX -1.23 -0.36 0.36 0.82 --- ---
Arbitrage C ARBCX 0.08 0.65 1.23 1.52 1.72 1.47
Arbitrage R ARBFX 0.08 0.78 1.42 2.27 2.50 2.25
Absolute Convertible Arbitrage Instl ARBIX 0.48 2.55 2.75 3.55 --- ---
Arbitrage I ARBNX 0.15 0.91 1.53 2.56 2.77 2.50
Arbitrage A ARGAX 0.08 0.86 1.42 2.24 2.48 2.23
BlackRock Event Driven Equity Inv A BALPX 0.11 1.89 1.97 6.27 5.17 5.19
BlackRock Event Driven Equity Inv C BCLPX 0.00 1.72 1.82 5.53 4.44 4.43
BlackRock Global Long/Short Equity Inv A BDMAX -0.57 1.49 2.69 5.66 4.28 1.55
BlackRock Global Long/Short Equity Inv C BDMCX -0.59 1.28 2.54 4.89 3.53 0.80
BlackRock Global Long/Short Equity Instl BDMIX -0.56 1.47 2.76 5.97 4.57 1.82
BlackRock Global Long/Short Equity K BGCKX -0.56 1.46 2.78 5.98 --- ---
BlackRock Event Driven Equity Instl BILPX 0.11 1.93 1.99 6.58 5.46 5.46
Victory Market Neutral Income A CBHAX 0.31 -0.31 -0.60 2.28 3.55 2.99
Victory Market Neutral Income C CBHCX 0.32 -0.42 -0.79 1.56 2.79 2.23
Victory Market Neutral Income I CBHIX 0.42 -0.21 -0.53 2.67 3.85 3.29
Causeway Global Absolute Return Instl CGAIX -3.17 -5.74 -5.51 3.82 1.23 -0.11
Causeway Global Absolute Return Inv CGAVX -3.09 -5.69 -5.49 3.82 1.07 -0.31
Calamos Market Neutral Income I CMNIX 0.36 2.82 2.10 3.13 4.73 3.45
Cognios Market Neutral Large Cap Instl COGIX 0.68 -1.72 -2.18 0.59 0.65 4.30
Cognios Market Neutral Large Cap Inv COGMX 0.60 -1.84 -2.31 0.30 0.39 4.03
Convergence Market Neutral Institutional CPMNX -2.64 -4.80 -4.70 -3.50 2.56 ---
Invesco All Cap Market Neutral A CPNAX -0.69 -7.86 -8.10 -5.72 -4.97 0.48
Invesco All Cap Market Neutral C CPNCX -0.73 -7.95 -8.20 -6.43 -5.66 -0.26
Invesco All Cap Market Neutral R5 CPNFX -0.68 -7.73 -7.96 -5.28 -4.64 0.80
Invesco All Cap Market Neutral R CPNRX -0.70 -7.72 -7.96 -5.78 -5.17 0.26
Invesco All Cap Market Neutral R6 CPNSX -0.68 -7.74 -7.97 -5.40 -4.64 0.78
Invesco All Cap Market Neutral Y CPNYX -0.68 -7.88 -8.11 -5.54 -4.76 0.72
Calamos Market Neutral Income C CVSCX 0.32 2.62 1.88 2.08 3.71 2.42
Calamos Market Neutral Income A CVSIX 0.31 2.73 2.04 2.85 4.47 3.20
Gabelli Entpr Mergers & Acquisitions AAA EAAAX 0.69 5.69 4.68 1.69 5.22 3.52
Gabelli Entpr Mergers & Acquisitions A EMAAX 0.64 5.55 4.62 1.44 5.00 3.30
Gabelli Entpr Mergers & Acquisitions C EMACX 0.54 5.45 4.45 0.91 4.42 2.75
Gabelli Entpr Mergers & Acquisitions Y EMAYX 0.66 5.67 4.67 1.89 5.44 3.77
Federated Absolute Return A FMAAX 0.46 2.85 2.85 -15.01 -4.38 -2.07
Federated Absolute Return B FMBBX 0.48 2.69 2.69 -15.59 -5.08 -2.80
Federated Absolute Return Institutional FMIIX 0.57 2.93 3.05 -14.76 -4.11 -1.82
Federated Absolute Return C FMRCX 0.48 2.71 2.71 -15.57 -5.07 -2.81
Gabelli ABC AAA GABCX 0.39 2.09 1.81 2.10 2.36 2.09
Gabelli ABC Advisor GADVX 0.30 1.91 1.76 1.76 2.08 1.82
Kellner Merger Investor GAKAX -0.09 1.42 1.42 1.93 1.35 1.83
Kellner Merger Institutional GAKIX -0.09 1.39 1.49 2.17 1.57 2.19
GMO Alpha Only IV GAPOX -1.54 -2.74 -2.26 -4.47 -0.96 -0.95
GMO Alpha Only III GGHEX -1.49 -2.74 -2.26 -4.50 -1.00 -1.00
Gotham Master Neutral Institutional GMNFX -1.17 0.00 -0.20 -0.26 --- ---
Gotham Neutral 500 Institutional GONFX -1.04 -0.26 -0.52 2.34 --- ---
Gotham Neutral Institutional GONIX -1.45 -0.49 -1.16 -4.50 0.07 -0.30
Guggenheim Market Neutral Rel Est A GUMAX 1.02 1.57 1.57 -1.39 3.68 ---
Guggenheim Market Neutral Rel Est C GUMCX 0.97 1.37 1.40 -2.27 2.88 ---
Guggenheim Market Neutral Rel Est Instl GUMNX 1.03 1.59 1.61 -1.33 3.86 ---
Guggenheim Market Neutral Rel Est P GUMPX 1.01 1.54 1.60 -1.71 3.54 ---
Highland Merger Arbitrage A HMEAX -0.16 1.50 1.79 7.33 --- ---
Highland Merger Arbitrage C HMECX -0.22 1.39 1.64 6.68 --- ---
Highland Merger Arbitrage Z HMEZX -0.11 1.60 1.91 7.76 --- ---
Hussman Strategic Growth HSGFX -2.93 -6.68 -5.00 0.87 -7.97 -8.11
Hussman Strategic International HSIEX -0.83 -0.83 0.08 -5.55 -2.36 -3.00
Hussman Strategic Value HSVLX -3.93 -2.73 -3.22 -4.65 -3.99 -2.74
American Beacon Ionic Strat Arbtrg A IONAX 0.41 2.34 1.30 -1.63 -0.36 ---
American Beacon Ionic Strat Arbtrg C IONCX 0.27 2.07 0.94 -2.51 -1.13 ---
American Beacon Ionic Strat Arbtrg Instl IONIX 0.40 2.32 1.33 -1.22 0.01 ---
American Beacon Ionic Strat Arbtrg Inv IONPX 0.40 2.20 1.22 -1.71 -0.39 ---
American Beacon Ionic Strat Arbtrg Y IONYX 0.27 2.32 1.20 -1.47 -0.11 ---
JPMorgan Research Market Neutral A JMNAX 0.07 -0.70 0.07 0.94 2.57 0.38
JPMorgan Research Market Neutral C JMNCX 0.00 -0.82 -0.08 0.48 2.05 -0.13
JPMorgan Research Market Neutral I JMNSX 0.07 -0.67 0.13 1.24 2.82 0.63
JPMorgan Research Market Neutral L JPMNX 0.13 -0.65 0.20 1.41 2.97 0.80
James Alpha Relative Value Portfolio S JRSVX 1.17 5.91 5.27 4.89 --- ---
James Alpha Relative Value A JRVAX 1.07 5.72 5.18 4.39 --- ---
James Alpha Relative Value C JRVCX 1.07 5.72 5.18 4.39 --- ---
James Alpha Relative Value I JRVIX 1.07 5.72 5.18 4.39 --- ---
QS Global Market Neutral A LNFIX -1.48 0.60 1.05 -2.81 1.17 ---
QS Global Market Neutral IS LQISX -1.48 0.60 1.10 -2.46 1.52 ---
QS Global Market Neutral C LQNCX -1.49 0.41 0.82 --- --- ---
QS Global Market Neutral I LQNIX -1.38 0.71 1.18 -2.48 1.48 ---
Merger Investor MERFX 0.60 1.83 2.09 6.37 4.62 2.91
Merger Institutional MERIX 0.61 1.90 2.16 6.66 4.95 3.21
Invesco Global Market Neutral A MKNAX -2.14 -4.19 -4.48 -6.12 -3.49 -1.65
Invesco Global Market Neutral C MKNCX -2.22 -4.33 -4.63 -6.85 -4.24 -2.38
Invesco Global Market Neutral R5 MKNFX -2.27 -4.30 -4.44 -6.08 -3.31 -1.44
Invesco Global Market Neutral R MKNRX -2.32 -4.39 -4.53 -6.47 -3.75 -1.92
Invesco Global Market Neutral R6 MKNSX -2.27 -4.30 -4.44 -5.98 -3.31 -1.44
Invesco Global Market Neutral Y MKNYX -2.27 -4.30 -4.44 -5.98 -3.27 -1.44
MProved Systematic Merger Arbitrage Inv MMAJX 0.10 0.77 0.59 8.28 --- ---
MProved Systematic Merger Arbitrage Insl MMAQX 0.19 0.96 0.69 8.58 --- ---
Nuveen Equity Market Neutral I NIMEX -3.06 -6.93 -6.75 -3.05 2.86 3.38
Nuveen Equity Market Neutral A NMAEX -3.10 -6.99 -6.84 -3.34 2.59 3.11
Nuveen Equity Market Neutral C NMECX -3.20 -7.17 -7.02 -4.06 1.82 2.34
PIMCO RAE Fundamental Advantage PLUS I2 PFAPX -0.50 0.20 0.00 -0.84 1.32 -0.74
PIMCO RAE Fundamental AdvantagePLUS Inst PFATX -0.50 0.20 0.03 -0.75 1.41 -0.66
Putnam PanAgora Market Neutral A PPMAX -0.22 -0.87 -0.11 -6.84 --- ---
Putnam PanAgora Market Neutral B PPMBX -0.33 -1.10 -0.22 -7.49 --- ---
Putnam PanAgora Market Neutral C PPMDX -0.33 -1.10 -0.22 -7.49 --- ---
Putnam PanAgora Market Neutral R PPMLX -0.22 -0.98 -0.11 -6.96 --- ---
Putnam PanAgora Market Neutral R6 PPMRX -0.22 -0.87 0.00 -6.63 --- ---
Putnam PanAgora Market Neutral M PPMVX -0.33 -1.09 -0.22 -7.27 --- ---
Putnam PanAgora Market Neutral Y PPMYX -0.22 -0.87 0.00 -6.63 --- ---
Palmer Square SSI Alternative Inc A PSCAX 0.50 2.23 2.04 1.97 4.29 1.43
Palmer Square SSI Alternative Inc I PSCIX 0.60 2.33 2.15 2.41 4.57 1.71
PIMCO RAE Fundamental Advantage PLUS A PTFAX -0.51 0.10 -0.09 -1.16 1.02 -1.02
AQR Diversified Arbitrage R6 QDARX 0.67 2.63 2.52 4.42 6.37 ---
AQR Equity Market Neutral I QMNIX -1.68 -1.86 -0.55 -13.30 -1.48 ---
AQR Equity Market Neutral N QMNNX -1.69 -1.87 -0.64 -13.51 -1.72 ---
AQR Equity Market Neutral R6 QMNRX -1.58 -1.76 -0.55 -13.21 -1.38 ---
SilverPepper Merger Arbitrage Advisor SPABX 0.09 1.57 1.95 1.66 1.81 3.56
SilverPepper Merger Arbitrage Instl SPAIX 0.18 1.74 2.11 2.00 2.07 3.80
Core Market Neutral Instl STAKX 1.12 3.45 1.69 -13.33 --- ---
Core Market Neutra N STTKX 1.13 3.29 1.62 -13.55 --- ---
Touchstone Arbitrage Institutional TARBX 0.31 3.28 3.23 2.28 1.63 1.75
Touchstone Arbitrage C TMACX 0.21 2.97 2.87 1.09 0.43 0.57
Touchstone Arbitrage A TMARX 0.31 3.22 3.15 1.96 1.23 1.35
Touchstone Arbitrage Y TMAYX 0.31 3.19 3.15 2.19 1.53 1.65
Touchstone Merger Arbitrage A TMGAX 0.58 3.30 3.38 2.57 1.82 1.35
Touchstone Merger Arbitrage C TMGCX 0.51 3.14 3.28 1.79 1.08 0.58
Touchstone Merger Arbitrage Instl TMGLX 0.57 3.43 3.55 2.96 2.21 1.73
Touchstone Merger Arbitrage Y TMGYX 0.48 3.35 3.40 2.80 2.10 1.63
Vivaldi Merger Arbitrage A VARAX 0.19 1.04 1.30 4.62 2.25 ---
Vivaldi Merger Arbitrage I VARBX 0.19 1.13 1.40 4.88 2.56 ---
Vanguard Market Neutral Inv VMNFX -2.56 -5.16 -5.25 -5.01 -3.01 0.17
Vanguard Market Neutral I VMNIX -2.58 -5.19 -5.27 -4.98 -2.96 0.25
Westwood Market Neutral Income Instl WMNIX 1.11 2.66 3.06 2.16 3.34 ---
Westwood Market Neutral Income Ultra WMNUX 1.11 2.66 3.07 2.25 3.46 ---
Zacks Market Neutral Institutional ZMNIX -0.63 0.79 -0.24 -3.28 -1.92 0.21
Zacks Market Neutral Investor ZMNVX -0.67 0.68 -0.30 -3.53 -2.03 0.45
Content Partners