Market Neutral: Total Returns

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Data through 5/25/2017. 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 -0.46 0.47 0.10 2.18 0.38 0.93
AC Alternatives® Market Neutral Val C ACVHX -1.19 -0.20 -1.09 -0.95 2.02 1.90
AC Alternatives® Market Neutral Val I ACVKX -1.02 0.28 -0.74 0.31 3.25 3.15
AC Alternatives® Market Neutral Val A ACVQX -1.14 0.00 -0.95 -0.25 2.75 2.65
AC Alternatives® Market Neutral Val Inv ACVVX -1.12 0.09 -0.85 0.03 3.02 2.91
AC Alternatives® Market Neutral Val R ACVWX -1.16 0.00 -0.97 -0.44 2.51 2.41
AQR Diversified Arbitrage I ADAIX 0.84 3.47 2.36 11.12 -0.09 0.82
AQR Diversified Arbitrage N ADANX 0.85 3.36 2.36 10.87 -0.32 0.57
Arbitrage Event-Driven R AEDFX 0.43 1.97 1.41 3.67 -1.67 0.60
Arbitrage Event-Driven I AEDNX 0.53 2.06 1.51 3.98 -1.42 0.87
Arbitrage Event-Driven C AEFCX 0.44 1.77 1.32 3.03 -2.40 ---
Arbitrage Event-Driven A AGEAX 0.54 1.97 1.52 3.78 -1.64 ---
AC Alternatives® Equity Market Netr Inv ALHIX -1.68 -0.18 0.72 -0.09 -0.71 1.25
AC Alternatives® Equity Market Netr A ALIAX -1.72 -0.28 0.74 -0.37 -0.93 0.99
AC Alternatives® Equity Market Netr C ALICX -1.76 -0.50 0.50 -1.09 -1.67 0.24
AC Alternatives® Equity Market Netr R5 ALIGX -1.73 --- --- --- --- ---
AC Alternatives® Equity Market Netr R ALIRX -1.77 -0.28 0.67 -0.56 -1.17 0.73
AC Alternatives® Equity Market Netr Ins ALISX -1.73 -0.09 0.80 0.09 -0.52 1.43
AC Alternatives® Equity Market Netr Y ALYIX -1.73 --- --- --- --- ---
Arbitrage C ARBCX 0.16 1.38 1.05 2.30 1.63 ---
Arbitrage R ARBFX 0.23 1.64 1.16 3.09 2.41 1.73
Arbitrage I ARBNX 0.30 1.82 1.28 3.31 2.65 1.99
Arbitrage A ARGAX 0.23 1.71 1.24 3.09 2.40 ---
BlackRock Event Driven Equity Inv A BALPX 0.89 6.32 4.36 8.80 5.96 11.95
BlackRock Event Driven Equity Inv C BCLPX 0.73 6.03 4.16 7.96 5.19 11.14
BlackRock Global Long/Short Equity Inv A BDMAX 0.09 5.25 2.75 4.57 0.05 ---
BlackRock Global Long/Short Equity Inv C BDMCX 0.00 5.00 2.63 3.90 -0.83 ---
BlackRock Global Long/Short Equity Instl BDMIX 0.09 5.31 2.82 4.82 0.33 ---
BlackRock Global Long/Short Equity K BGCKX 0.09 5.30 2.82 4.91 --- ---
BlackRock Event Driven Equity Instl BILPX 0.86 6.43 4.31 9.10 6.25 12.24
BlackRock Emerging Mkt L/S Eq Investor A BLSAX -2.36 -0.63 -2.96 -0.21 -0.71 -1.20
BlackRock Emerging Mkt L/S Eq Investor C BLSCX -2.45 -0.87 -3.07 -0.87 -1.43 -1.95
BlackRock Emerging Mkt L/S Eq Instl BLSIX -2.33 -0.41 -2.73 0.21 -0.43 -0.97
Calamos Market Neutral Income B CAMNX 0.28 2.12 0.59 4.88 2.25 3.20
Victory CEMP Market Neutral Income A CBHAX 1.27 3.55 0.94 4.94 2.55 ---
Victory CEMP Market Neutral Income C CBHCX 1.17 3.13 0.61 4.05 1.74 ---
Victory CEMP Market Neutral Income I CBHIX 1.27 3.58 0.87 5.06 2.80 ---
Causeway Global Absolute Return Instl CGAIX -4.00 -10.48 -3.27 -5.76 -2.21 0.53
Causeway Global Absolute Return Inv CGAVX -4.03 -10.66 -3.40 -6.16 -2.47 0.22
Calamos Market Neutral Income I CMNIX 0.38 2.44 0.80 5.92 3.27 4.22
Castlemaine Event Driven CNEVX -1.43 1.29 -2.05 12.70 --- ---
Castlemaine Market Neutral CNMNX -0.91 2.25 -0.18 9.64 --- ---
Cognios Market Neutral Large Cap Instl COGIX -2.07 -1.15 -2.87 -4.77 3.33 ---
Cognios Market Neutral Large Cap Inv COGMX -2.20 -1.27 -2.91 -5.02 3.06 ---
Convergence Market Neutral Institutional CPMNX -1.08 -3.16 -1.75 5.64 --- ---
Invesco All Cap Market Neutral A CPNAX -2.85 -5.82 -3.33 -1.05 2.52 ---
Invesco All Cap Market Neutral C CPNCX -2.92 -6.13 -3.50 -1.88 1.74 ---
Invesco All Cap Market Neutral R5 CPNFX -2.93 -5.69 -3.30 -0.84 2.73 ---
Invesco All Cap Market Neutral R CPNRX -2.97 -5.96 -3.45 -1.45 2.23 ---
Invesco All Cap Market Neutral R6 CPNSX -2.93 -5.69 -3.31 -0.94 2.73 ---
Invesco All Cap Market Neutral Y CPNYX -2.83 -5.69 -3.30 -0.84 2.77 ---
Calamos Market Neutral Income C CVSCX 0.22 2.05 0.53 4.79 2.23 3.18
Calamos Market Neutral Income A CVSIX 0.30 2.35 0.72 5.59 3.00 3.96
Calamos Market Neutral Income R CVSRX 0.30 2.30 0.67 5.35 2.76 3.71
Calamos Market Neutral Income T CVSTX 0.30 --- --- --- --- ---
Federated Absolute Return A FMAAX -0.42 1.06 -2.16 -3.56 -0.53 0.17
Federated Absolute Return B FMBBX -0.54 0.76 -2.32 -4.23 -1.29 -0.60
Federated Absolute Return Institutional FMIIX -0.41 1.27 -2.04 -3.23 -0.26 0.41
Federated Absolute Return C FMRCX -0.54 0.76 -2.33 -4.25 -1.27 -0.59
Gabelli ABC AAA GABCX 0.10 1.08 0.69 3.28 2.35 3.22
Gabelli ABC Advisor GADVX 0.10 0.99 0.59 3.06 2.08 2.95
Kellner Merger Investor GAKAX 0.38 2.64 2.64 4.05 2.58 ---
Kellner Merger Institutional GAKIX 0.47 2.69 2.79 4.38 2.98 ---
GMO Alpha Only IV GAPOX 1.07 5.40 3.24 1.56 -0.73 -0.61
GMO Alpha Only III GGHEX 1.03 5.35 3.19 1.48 -0.79 -0.67
LMCG Global Market Neutral Institutional GMNIX -1.93 -3.18 -1.39 -1.66 0.89 ---
LMCG Global Market Neutral Investor GMNRX -2.04 -3.29 -1.40 -1.95 0.67 ---
Gotham Neutral 500 Institutional GONFX -2.36 -0.96 -3.09 --- --- ---
Gotham Neutral Institutional GONIX -2.50 -2.69 -3.06 1.20 -2.58 ---
Grant Park Absolute Return A GPHAX 4.03 9.36 6.94 20.75 --- ---
Grant Park Absolute Return C GPHCX 3.91 8.79 6.56 19.53 --- ---
Grant Park Absolute Return I GPHIX 4.01 9.32 6.91 20.79 --- ---
Grant Park Absolute Return N GPHNX 4.04 9.27 6.85 20.41 --- ---
Guggenheim Market Neutral Rel Est A GUMAX 2.82 3.26 3.67 5.42 --- ---
Guggenheim Market Neutral Rel Est C GUMCX 2.80 3.01 3.50 4.66 --- ---
Guggenheim Market Neutral Rel Est Instl GUMNX 2.85 3.37 3.70 5.65 --- ---
Guggenheim Market Neutral Rel Est P GUMPX 2.82 3.26 3.63 5.38 --- ---
Highland Merger Arbitrage A HMEAX 0.71 3.51 2.56 --- --- ---
Highland Merger Arbitrage C HMECX 0.67 3.22 2.37 --- --- ---
Highland Merger Arbitrage Z HMEZX 0.76 3.59 2.60 7.64 --- ---
Hussman Strategic Growth HSGFX -1.62 -7.62 -3.47 -15.97 -11.62 -10.13
Hussman Strategic International HSIEX 0.80 -0.68 -0.79 -4.67 -3.31 -1.62
American Beacon Ionic Strat Arbtrg A IONAX -0.02 -0.67 -0.45 1.37 --- ---
American Beacon Ionic Strat Arbtrg C IONCX -0.09 -0.96 -0.63 0.61 --- ---
American Beacon Ionic Strat Arbtrg Instl IONIX -0.01 -0.53 -0.38 1.73 --- ---
American Beacon Ionic Strat Arbtrg Inv IONPX -0.02 -0.61 -0.41 1.41 --- ---
American Beacon Ionic Strat Arbtrg Y IONYX 0.00 -0.55 -0.39 1.67 --- ---
JPMorgan Research Market Neutral A JMNAX 1.18 5.05 3.41 4.59 0.01 1.15
JPMorgan Research Market Neutral C JMNCX 1.18 4.90 3.32 4.10 -0.49 0.65
JPMorgan Research Market Neutral I JMNSX 1.20 5.14 3.48 4.84 0.25 1.40
JPMorgan Research Market Neutral L JPMNX 1.25 5.32 3.56 5.04 0.46 1.63
QS Global Market Neutral A LNFIX -1.79 0.41 -1.50 2.07 --- ---
QS Global Market Neutral IS LQISX -1.78 0.51 -1.39 2.37 --- ---
QS Global Market Neutral I LQNIX -1.78 0.51 -1.39 2.37 --- ---
Merger Investor MERFX 0.31 1.85 1.40 3.23 1.08 2.24
Merger Institutional MERIX 0.38 1.99 1.47 3.57 1.40 ---
Invesco Global Market Neutral A MKNAX -2.00 -1.60 -1.90 -1.31 -1.16 ---
Invesco Global Market Neutral C MKNCX -2.04 -1.84 -2.04 -2.04 -1.81 ---
Invesco Global Market Neutral R5 MKNFX -1.98 -1.49 -1.79 -1.00 -0.89 ---
Invesco Global Market Neutral R MKNRX -2.01 -1.71 -1.91 -1.52 -1.39 ---
Invesco Global Market Neutral R6 MKNSX -1.98 -1.49 -1.79 -1.00 -0.89 ---
Invesco Global Market Neutral Y MKNYX -1.98 -1.50 -1.89 -1.10 -0.92 ---
Nuveen Equity Market Neutral I NIMEX -1.70 -3.35 -2.97 3.07 2.50 ---
Nuveen Equity Market Neutral A NMAEX -1.72 -3.47 -3.05 2.81 2.24 ---
Nuveen Equity Market Neutral C NMECX -1.77 -3.74 -3.22 2.03 1.48 ---
JPMorgan Multi-Cap Market Neutral A OGNAX -1.65 0.60 -0.39 1.00 0.43 0.98
JPMorgan Multi-Cap Market Neutral C OGNCX -1.77 0.43 -0.53 0.53 -0.07 0.43
JPMorgan Multi-Cap Market Neutral I OGNIX -1.71 0.68 -0.38 1.27 0.68 1.22
PIMCO RAE Fundamental Advantage PLUS P PFAPX -1.68 -3.30 -2.92 2.26 -1.77 1.32
PIMCO RAE Fundamental AdvantagePLUS Inst PFATX -1.67 -3.29 -2.92 2.36 -1.71 1.41
PIMCO RAE Fundamental Advantage PLUS D PFSDX -1.72 -3.38 -2.99 1.88 -2.13 0.97
Palmer Square SSI Alternative Inc A PSCAX 0.30 2.05 0.91 5.38 0.70 1.63
Palmer Square SSI Alternative Inc I PSCIX 0.30 2.15 0.91 5.59 0.93 1.84
PIMCO RAE Fundamental Advantage PLUS A PTFAX -1.71 -3.46 -2.98 1.88 -2.13 1.02
PIMCO RAE Fundamental Advantage PLUS C PTRCX -1.72 -3.66 -3.18 1.14 -2.84 0.23
AQR Diversified Arbitrage R6 QDARX 0.95 3.58 2.47 11.26 --- ---
AQR Equity Market Neutral I QMNIX -0.74 0.25 0.08 5.84 --- ---
AQR Equity Market Neutral N QMNNX -0.83 0.17 0.00 5.51 --- ---
AQR Equity Market Neutral R6 QMNRX -0.74 0.33 0.08 5.99 --- ---
SilverPepper Merger Arbitrage Advisor SPABX 0.36 0.64 0.82 2.57 5.13 ---
SilverPepper Merger Arbitrage Instl SPAIX 0.36 0.73 0.91 2.74 5.37 ---
Touchstone Arbitrage Institutional TARBX 0.29 0.19 1.47 2.57 2.72 ---
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX 0.30 --- --- --- --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX 0.30 --- --- --- --- ---
TFS Market Neutral TFSMX -2.06 -2.87 -1.32 5.25 0.35 1.29
Touchstone Arbitrage C TMACX 0.20 -0.30 1.12 1.33 1.53 ---
Touchstone Arbitrage A TMARX 0.30 0.10 1.39 2.20 2.33 ---
Touchstone Arbitrage Y TMAYX 0.29 0.10 1.48 2.38 2.62 ---
Touchstone Merger Arbitrage A TMGAX 0.28 0.83 1.68 3.01 2.02 2.33
Touchstone Merger Arbitrage C TMGCX 0.29 0.67 1.65 2.26 1.25 1.54
Touchstone Merger Arbitrage Instl TMGLX 0.36 1.09 1.83 3.43 2.40 2.69
Touchstone Merger Arbitrage Y TMGYX 0.36 1.00 1.84 3.35 2.31 2.61
Turner Titan Long/Short C TSCCX -1.66 -1.66 -4.31 -11.57 -4.00 -1.28
Turner Titan Long/Short Investor TSPCX -1.68 -1.42 -4.15 -10.97 -3.32 -0.56
Turner Titan Long/Short Institutional TSPEX -1.63 -1.38 -4.16 -10.71 -3.04 -0.30
Vivaldi Merger Arbitrage A VARAX 0.29 1.36 1.65 0.06 --- ---
Vivaldi Merger Arbitrage I VARBX 0.29 1.45 1.74 0.35 --- ---
Vanguard Market Neutral Inv VMNFX -2.80 -4.76 -2.96 -1.45 1.08 3.22
Vanguard Market Neutral I VMNIX -2.81 -4.76 -2.95 -1.45 1.18 3.31
Westwood Market Neutral Income Instl WMNIX 0.40 1.91 0.30 5.70 --- ---
Westwood Market Neutral Income Ultra WMNUX 0.40 1.96 0.35 5.74 --- ---
Zacks Market Neutral Institutional ZMNIX -3.16 -6.53 -4.31 -5.15 2.22 -0.74
Zacks Market Neutral Investor ZMNVX -3.25 -6.62 -4.33 -5.00 2.80 -0.10
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