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Market Neutral: Total Returns

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Data through 5/18/2012. Click here to return to the Fund Category Performance page.
Our favorite Market Neutral funds.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Market Neutral -1.22 -0.26 -1.25 -1.44 0.54 -0.18
361 Absolute Alpha A AAFAX -2.09 -1.50 -1.11 -2.58 --- ---
361 Absolute Alpha A Load Waived AAFAX.LW -2.09 -1.50 -1.11 -2.58 --- ---
361 Absolute Alpha I AAFIX -2.14 -1.54 -1.13 -2.43 --- ---
AllianceBern Mkt Ntrl Strat Glbl A AANNX 0.20 0.10 0.10 0.59 --- ---
AllianceBern Mkt Ntrl Strat Glbl A LW AANNX.LW 0.20 0.10 0.10 0.59 --- ---
AQR Diversified Arbitrage I ADAIX -0.36 1.56 0.36 1.66 4.27 ---
AQR Diversified Arbitrage N ADANX -0.45 1.38 0.27 1.25 3.93 ---
Arbitrage Event Driven R AEDFX -2.10 0.31 -1.81 1.99 --- ---
Arbitrage Event Driven I AEDNX -2.00 0.41 -1.70 2.29 --- ---
AllianceBern Mkt Ntrl Strat Glbl I AINNX 0.10 0.19 0.10 0.89 --- ---
American Century Equity Mkt Neutral Inv ALHIX -1.41 -1.60 -1.13 2.55 1.99 -0.88
American Century Equity Mkt Neutral A ALIAX -1.43 -1.80 -1.24 2.27 1.73 -1.14
American Century Equity Mkt Neutral A LW ALIAX.LW -1.43 -1.80 -1.24 2.27 1.73 -1.14
American Century Equity Mkt Neutral C ALICX -1.49 -1.98 -1.29 1.54 0.96 -1.86
American Century Equity Mkt Neutral R ALIRX -1.45 -1.83 -1.26 2.00 1.45 -1.39
American Century Equity Mkt Neutral Ins ALISX -1.40 -1.58 -1.12 2.82 2.17 -0.69
AllianceBern Mkt Ntrl Strat US C AMCUX -0.79 -1.37 -1.46 3.35 --- ---
AllianceBern Mkt Ntrl Strat US A AMUAX -0.68 -1.07 -1.26 3.96 --- ---
AllianceBern Mkt Ntrl Strat US A LW AMUAX.LW -0.68 -1.07 -1.26 3.96 --- ---
AllianceBern Mkt Ntrl Strat US I AMUIX -0.68 -1.06 -1.25 4.30 --- ---
AllianceBern Mkt Ntrl Strat US R AMUKX -0.68 -1.06 -1.16 4.14 --- ---
AllianceBern Mkt Ntrl Strat US K AMURX -0.68 -1.17 -1.26 3.84 --- ---
AllianceBern Mkt Ntrl Strat US Adv AMUYX -0.68 -0.96 -1.15 4.34 --- ---
AllianceBern Mkt Ntrl Strat Glbl C ANNCX 0.00 -0.20 -0.10 -0.19 --- ---
AllianceBern Mkt Ntrl Strat Glbl K ANNKX 0.10 0.10 0.10 0.59 --- ---
AllianceBern Mkt Ntrl Strat Glbl R ANNRX 0.20 0.00 0.10 0.40 --- ---
AllianceBern Mkt Ntrl Strat Glbl Adv ANNYX 0.10 0.19 0.19 0.89 --- ---
Arbitrage R ARBFX -0.85 -0.78 -1.47 2.62 3.30 3.49
Arbitrage I ARBNX -0.76 -0.69 -1.44 2.90 3.56 3.71
Allianz RCM All Alpha A AZPAX -2.93 -3.53 -7.16 -8.56 --- ---
Allianz RCM All Alpha A Load Waived AZPAX.LW -2.93 -3.53 -7.16 -8.56 --- ---
Allianz RCM All Alpha C AZPCX -3.11 -3.86 -7.43 -9.28 --- ---
Allianz RCM All Alpha D AZPDX -3.01 -3.53 -7.16 -8.57 --- ---
Allianz RCM All Alpha Institutional AZPIX -3.00 -3.44 -7.07 -8.28 --- ---
Allianz RCM All Alpha P AZPPX -3.00 -3.45 -7.15 -8.43 --- ---
UBS Market Neutral Multi-Strategy A BMNAX -0.11 -1.25 -1.35 -3.61 --- ---
UBS Market Neutral Multi-Strategy A LW BMNAX.LW -0.11 -1.25 -1.35 -3.61 --- ---
UBS Market Neutral Multi-Strategy C BMNCX -0.21 -1.58 -1.58 -4.35 --- ---
UBS Market Neutral Multi-Strategy Y BMNYX -0.21 -1.25 -1.35 -3.40 --- ---
BPV Wealth Preservation BPVPX -0.99 0.60 -0.30 --- --- ---
Calamos Market Neutral Income B CAMNX -2.05 1.33 -1.45 0.86 5.55 1.28
Causeway Global Absolute Return Instl CGAIX -0.47 -1.21 -3.73 5.60 --- ---
Causeway Global Absolute Return Inv CGAVX -0.57 -1.31 -3.83 5.35 --- ---
Calamos Market Neutral Income I CMNIX -1.94 1.69 -1.20 1.89 6.61 2.30
Calamos Market Neutral Income C CVSCX -2.05 1.31 -1.42 0.86 5.55 1.28
Calamos Market Neutral Income A CVSIX -1.92 1.61 -1.25 1.60 6.34 2.04
Calamos Market Neutral Income A LW CVSIX.LW -1.92 1.61 -1.25 1.60 6.34 2.04
Calamos Market Neutral Income R CVSRX -2.00 1.57 -1.30 1.38 6.07 1.78
DWS Disciplined Market Neutral A DDMAX -2.32 -1.80 -3.24 -0.11 0.08 0.35
DWS Disciplined Market Neutral A LW DDMAX.LW -2.32 -1.80 -3.24 -0.11 0.08 0.35
DWS Disciplined Market Neutral C DDMCX -2.40 -2.08 -3.35 -0.89 -0.68 -0.44
DWS Disciplined Market Neutral Instl DDMIX -2.30 -1.68 -3.11 0.28 0.43 0.64
DWS Disciplined Market Neutral S DDMSX -2.20 -1.58 -3.12 0.22 0.30 0.55
Virtus Dynamic AlphaSector A EMNAX -3.43 -0.55 -0.99 -7.20 -2.97 -2.82
Virtus Dynamic AlphaSector A LW EMNAX.LW -3.43 -0.55 -0.99 -7.20 -2.97 -2.82
Virtus Dynamic AlphaSector B EMNBX -3.43 -0.82 -1.17 -7.96 -3.76 -3.59
Virtus Dynamic AlphaSector C EMNCX -3.44 -0.71 -1.06 -7.78 -3.70 -3.54
PSI Market Neutral A FXMAX 0.55 0.11 -1.19 -11.17 --- ---
PSI Market Neutral A Load Waived FXMAX.LW 0.55 0.11 -1.19 -11.17 --- ---
GMO Alpha Only IV GAPOX 1.07 -0.12 2.37 3.61 -0.34 1.77
GMO Alpha Only III GGHEX 1.07 -0.16 2.33 3.56 -0.39 1.70
Highbridge Statistical Mkt Neutral A HSKAX -0.95 0.00 -1.61 -4.19 -3.06 -1.20
Highbridge Statistical Mkt Neutral A LW HSKAX.LW -0.95 0.00 -1.61 -4.19 -3.06 -1.20
Highbridge Statistical Mkt Neutral C HSKCX -1.04 -0.28 -1.78 -4.73 -3.57 -1.70
Highbridge Statistical Mkt Neutral Sel HSKSX -1.00 0.07 -1.59 -3.95 -2.84 -0.96
JPMorgan Research Market Neutral A JMNAX -1.53 1.07 -1.67 -4.85 -1.49 0.30
JPMorgan Research Market Neutral A LW JMNAX.LW -1.53 1.07 -1.67 -4.85 -1.49 0.30
JPMorgan Research Market Neutral B JMNBX -1.52 0.89 -1.80 -5.34 -1.97 -0.18
JPMorgan Research Market Neutral C JMNCX -1.59 0.89 -1.80 -5.34 --- ---
JPMorgan Research Market Neutral Select JMNSX -1.50 1.19 -1.63 -4.61 --- ---
JPMorgan Research Market Neutral Instl JPMNX -1.49 1.25 -1.55 -4.39 -1.01 0.80
Leuthold Hedged Equity Instl LHEIX -0.99 -3.03 0.25 -5.67 --- ---
Leuthold Hedged Equity Retail LHEQX -1.24 -3.28 0.13 -6.03 --- ---
Merger MERFX -0.76 0.32 -0.32 -0.96 3.44 2.03
Managers AMG FQ Global Alternatives A MGAAX -0.86 2.00 -0.86 -7.17 -2.09 0.03
Managers AMG FQ Global Alternatives A LW MGAAX.LW -0.86 2.00 -0.86 -7.17 -2.09 0.03
Managers AMG FQ Global Alternatives C MGACX -1.00 1.72 -1.00 -7.69 -2.70 -0.63
Managers AMG FQ Global Alternatives Inst MGAIX -0.85 2.20 -0.75 -6.73 --- ---
Managers AMG FQ Global Alternatives Svc MGASX -0.86 2.09 -0.75 -6.93 --- ---
JPMorgan Multi-Cap Market Neutral A OGNAX -0.62 1.26 -1.13 -0.92 -1.38 -1.98
JPMorgan Multi-Cap Market Neutral A LW OGNAX.LW -0.62 1.26 -1.13 -0.92 -1.38 -1.98
JPMorgan Multi-Cap Market Neutral B OGNBX -0.64 0.98 -1.28 -1.59 -2.10 -2.69
JPMorgan Multi-Cap Market Neutral C OGNCX -0.64 0.98 -1.28 -1.69 -2.10 -2.70
JPMorgan Multi-Cap Market Neutral Sel OGNIX -0.61 1.35 -1.01 -0.61 -1.10 -1.72
Prudential Jennison Market Neutral A PJNAX -3.78 -1.36 -3.78 -2.08 --- ---
Prudential Jennison Market Neutral A LW PJNAX.LW -3.78 -1.36 -3.78 -2.08 --- ---
Prudential Jennison Market Neutral B PJNBX -3.84 -1.70 -3.94 -2.93 --- ---
Prudential Jennison Market Neutral C PJNCX -3.84 -1.70 -3.94 -2.93 --- ---
Prudential Jennison Market Neutral R PJNRX -3.78 -1.47 -3.78 -2.28 --- ---
Prudential Jennison Market Neutral Z PJNZX -3.76 -1.36 -3.76 -1.97 --- ---
TFS Market Neutral TFSMX -0.33 3.52 0.81 -1.27 6.37 4.51
Touchstone Merger Arbitrage A TMGAX -0.47 1.94 0.10 --- --- ---
Touchstone Merger Arbitrage A LW TMGAX.LW -0.47 1.94 0.10 --- --- ---
Touchstone Merger Arbitrage C TMGCX -0.57 1.66 -0.10 --- --- ---
Touchstone Merger Arbitrage Instl TMGLX -0.47 1.94 0.10 --- --- ---
Touchstone Merger Arbitrage Y TMGYX -0.47 2.04 0.19 --- --- ---
Turner Market Neutral C TMNCX -2.61 -1.37 -3.27 -2.37 --- ---
Turner Market Neutral Instl TMNEX -2.58 -0.97 -3.04 -1.41 --- ---
Turner Market Neutral Inv TMNFX -2.59 -1.17 -3.15 -1.70 --- ---
Touchstone Market Neutral Equity A TSEAX -1.74 -2.84 -0.52 -0.21 --- ---
Touchstone Market Neutral Equity A LW TSEAX.LW -1.74 -2.84 -0.52 -0.21 --- ---
Touchstone Market Neutral Equity C TSECX -1.88 -3.19 -0.63 -1.05 --- ---
Touchstone Market Neutral Equity Y TSEYX -1.73 -2.72 -0.41 0.10 --- ---
Virtus Dynamic AlphaSector I VIMNX -3.30 -0.22 -0.76 -6.77 --- ---
Vanguard Market Neutral Inv VMNFX -1.73 -1.45 -1.83 1.39 1.34 -1.19
Vanguard Market Neutral I VMNIX -1.74 -1.45 -1.83 1.50 1.41 -1.09
Zacks Market Neutral A ZMNAX 1.18 1.71 4.34 6.37 0.33 ---
Zacks Market Neutral A Load Waived ZMNAX.LW 1.18 1.71 4.34 6.37 0.33 ---
Zacks Market Neutral C ZMNCX 1.14 1.45 4.14 5.55 -0.41 ---
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