Market Neutral: Total Returns

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Data through 11/20/2017. 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 -0.24 1.67 1.00 2.39 0.62 0.80
AC Alternatives® Market Neutral Val C ACVHX 0.20 -0.30 -0.20 -0.18 1.38 1.47
AC Alternatives® Market Neutral Val I ACVKX 0.28 0.75 0.00 1.06 2.59 2.71
AC Alternatives® Market Neutral Val A ACVQX 0.29 0.38 0.00 0.70 2.15 2.26
AC Alternatives® Market Neutral Val Inv ACVVX 0.28 0.57 0.00 0.88 2.39 2.49
AC Alternatives® Market Neutral Val R ACVWX 0.20 0.20 -0.10 0.32 1.88 2.00
AQR Diversified Arbitrage I ADAIX -0.52 4.44 0.52 6.73 1.79 0.85
AQR Diversified Arbitrage N ADANX -0.52 4.23 0.42 6.48 1.56 0.61
Arbitrage Event-Driven R AEDFX -0.85 2.41 -0.21 3.20 -0.62 0.96
Arbitrage Event-Driven I AEDNX -0.73 2.60 -0.11 3.50 -0.38 1.20
Arbitrage Event-Driven C AEFCX -0.86 1.77 -0.33 2.46 -1.35 0.22
Arbitrage Event-Driven A AGEAX -0.85 2.40 -0.21 3.31 -0.62 ---
AC Alternatives® Equity Market Netr Inv ALHIX 1.16 2.15 1.25 1.79 0.09 1.58
AC Alternatives® Equity Market Netr A ALIAX 1.19 1.93 1.19 1.56 -0.18 1.33
AC Alternatives® Equity Market Netr C ALICX 1.19 1.39 1.09 0.89 -0.90 0.60
AC Alternatives® Equity Market Netr R5 ALIGX 1.22 --- 1.31 --- --- ---
AC Alternatives® Equity Market Netr R ALIRX 1.12 1.79 1.12 1.31 -0.43 1.09
AC Alternatives® Equity Market Netr I ALISX 1.22 2.46 1.39 2.11 0.29 1.81
AC Alternatives® Equity Market Netr Y ALYIX 1.22 --- 1.31 --- --- ---
Arbitrage C ARBCX -1.19 1.21 -0.56 1.73 1.55 1.35
Arbitrage R ARBFX -1.13 1.87 -0.31 2.53 2.32 2.11
Arbitrage I ARBNX -1.10 2.12 -0.30 2.76 2.57 2.36
Arbitrage A ARGAX -1.06 1.95 -0.30 2.61 2.32 ---
BlackRock Event Driven Equity Inv A BALPX -2.05 6.43 -0.76 8.15 3.62 10.41
BlackRock Event Driven Equity Inv C BCLPX -2.14 5.77 -0.96 7.28 2.89 9.62
BlackRock Global Long/Short Equity Inv A BDMAX 0.59 12.85 2.91 12.54 1.23 ---
BlackRock Global Long/Short Equity Inv C BDMCX 0.52 12.13 2.73 11.70 0.49 ---
BlackRock Global Long/Short Equity Instl BDMIX 0.58 13.04 2.97 12.83 1.49 ---
BlackRock Global Long/Short Equity K BGCKX 0.66 13.12 3.05 12.91 --- ---
BlackRock Event Driven Equity Instl BILPX -1.97 6.77 -0.63 8.45 3.92 10.73
Victory CEMP Market Neutral Income A CBHAX -0.73 4.99 0.79 6.43 2.94 1.35
Victory CEMP Market Neutral Income C CBHCX -0.74 4.33 0.66 5.57 2.21 0.59
Victory CEMP Market Neutral Income I CBHIX -0.73 5.23 0.83 6.65 3.22 1.63
Causeway Global Absolute Return Instl CGAIX 0.78 -9.27 4.65 -10.15 -1.50 1.05
Causeway Global Absolute Return Inv CGAVX 0.90 -9.44 4.69 -10.31 -1.73 0.76
Calamos Market Neutral Income I CMNIX 0.08 3.94 0.97 4.67 3.36 3.83
Castlemaine Event Driven CNEVX -0.91 0.18 4.02 1.03 --- ---
Castlemaine Market Neutral CNMNX 1.74 9.64 6.45 11.95 --- ---
Cognios Market Neutral Large Cap Instl COGIX 1.69 0.84 1.05 0.32 0.28 ---
Cognios Market Neutral Large Cap Inv COGMX 1.71 0.63 1.06 0.12 0.04 ---
Convergence Market Neutral Institutional CPMNX 0.56 2.49 3.18 5.10 --- ---
Invesco All Cap Market Neutral A CPNAX -3.56 -7.15 -1.52 -4.74 0.07 ---
Invesco All Cap Market Neutral C CPNCX -3.56 -7.79 -1.66 -5.53 -0.69 ---
Invesco All Cap Market Neutral R5 CPNFX -3.53 -6.82 -1.40 -4.51 0.35 ---
Invesco All Cap Market Neutral R CPNRX -3.50 -7.30 -1.53 -4.97 -0.16 ---
Invesco All Cap Market Neutral R6 CPNSX -3.54 -6.83 -1.41 -4.51 0.32 ---
Invesco All Cap Market Neutral Y CPNYX -3.54 -6.92 -1.41 -4.51 0.32 ---
Calamos Market Neutral Income C CVSCX -0.07 3.07 0.70 3.59 2.33 2.79
Calamos Market Neutral Income A CVSIX 0.00 3.68 0.82 4.34 3.08 3.56
Calamos Market Neutral Income R CVSRX 0.00 3.51 0.83 4.10 2.84 3.30
Calamos Market Neutral Income T CVSTX --- --- --- --- --- ---
Gabelli Entpr Mergers & Acquisitions AAA EAAAX -1.06 3.62 1.92 6.29 4.74 6.23
Gabelli Entpr Mergers & Acquisitions A EMAAX -1.08 3.46 1.88 6.15 4.52 6.03
Gabelli Entpr Mergers & Acquisitions C EMACX -1.17 2.91 1.74 5.49 3.93 5.44
Gabelli Entpr Mergers & Acquisitions T EMATX -1.01 --- 1.94 --- --- ---
Gabelli Entpr Mergers & Acquisitions Y EMAYX -1.08 3.85 1.96 6.62 4.98 6.52
Federated Absolute Return A FMAAX -0.92 2.66 2.88 0.84 -1.07 0.87
Federated Absolute Return B FMBBX -1.05 1.95 2.74 0.11 -1.81 0.09
Federated Absolute Return Institutional FMIIX -1.02 2.85 2.85 1.04 -0.85 1.08
Federated Absolute Return C FMRCX -1.06 1.96 2.75 0.11 -1.79 0.10
Gabelli ABC AAA GABCX -0.29 1.57 0.49 2.47 2.42 2.91
Gabelli ABC Advisor GADVX -0.39 1.29 0.39 2.25 2.12 2.66
Kellner Merger Investor GAKAX -1.50 2.94 -0.28 3.63 2.02 2.77
Kellner Merger Institutional GAKIX -1.47 3.08 -0.28 3.86 2.25 3.12
GMO Alpha Only IV GAPOX -0.05 6.73 0.00 6.47 0.85 -0.30
GMO Alpha Only III GGHEX -0.05 6.73 0.05 6.45 0.81 -0.34
Gotham Master Neutral Institutional GMNFX -0.30 --- 1.51 --- --- ---
LMCG Global Market Neutral Institutional GMNIX 1.81 2.09 3.50 4.27 1.22 ---
LMCG Global Market Neutral Investor GMNRX 1.64 1.83 3.34 3.92 0.95 ---
Gotham Neutral 500 Institutional GONFX 0.37 4.02 3.92 3.82 --- ---
Gotham Neutral Institutional GONIX 0.00 0.19 1.46 1.26 -2.11 ---
Grant Park Absolute Return A GPHAX 0.09 14.98 5.14 21.10 --- ---
Grant Park Absolute Return C GPHCX 0.09 14.19 5.06 20.11 --- ---
Grant Park Absolute Return I GPHIX 0.17 15.21 5.29 21.45 --- ---
Grant Park Absolute Return N GPHNX 0.17 14.99 5.23 21.00 --- ---
Guggenheim Market Neutral Rel Est A GUMAX 0.07 5.15 -0.48 5.06 --- ---
Guggenheim Market Neutral Rel Est C GUMCX 0.00 4.47 -0.68 4.26 --- ---
Guggenheim Market Neutral Rel Est Instl GUMNX 0.07 5.37 -0.44 5.29 --- ---
Guggenheim Market Neutral Rel Est P GUMPX 0.07 5.15 -0.48 5.03 --- ---
Highland Merger Arbitrage A HMEAX -2.80 3.69 -0.33 4.66 --- ---
Highland Merger Arbitrage C HMECX -2.87 3.06 -0.48 3.98 --- ---
Highland Merger Arbitrage Z HMEZX -2.78 3.97 -0.19 5.06 --- ---
Hussman Strategic Growth HSGFX -0.16 -11.77 -3.78 -15.17 -10.86 -9.87
Hussman Strategic International HSIEX -1.01 0.00 -1.01 -0.67 -1.45 -1.16
Hussman Strategic Value HSVLX 0.36 -4.43 2.79 -7.41 -3.12 -0.65
American Beacon Ionic Strat Arbtrg A IONAX -0.56 -0.98 -0.34 -0.59 --- ---
American Beacon Ionic Strat Arbtrg C IONCX -0.68 -1.70 -0.57 -1.40 --- ---
American Beacon Ionic Strat Arbtrg Instl IONIX -0.55 -0.61 -0.11 -0.17 --- ---
American Beacon Ionic Strat Arbtrg Inv IONPX -0.67 -1.03 -0.34 -0.64 --- ---
American Beacon Ionic Strat Arbtrg Y IONYX -0.66 -0.76 -0.22 -0.33 --- ---
JPMorgan Research Market Neutral A JMNAX 0.62 5.26 0.69 4.89 -0.25 0.69
JPMorgan Research Market Neutral C JMNCX 0.51 4.82 0.51 4.34 -0.75 0.18
JPMorgan Research Market Neutral I JMNSX 0.60 5.48 0.73 5.12 0.00 0.95
JPMorgan Research Market Neutral L JPMNX 0.65 5.73 0.78 5.30 0.19 1.16
James Alpha Relative Value Portfolio S JRSVX -0.20 --- 1.30 --- --- ---
James Alpha Relative Value A JRVAX -0.30 --- 1.30 --- --- ---
James Alpha Relative Value C JRVCX -0.30 --- 1.30 --- --- ---
James Alpha Relative Value I JRVIX -0.30 --- 1.30 --- --- ---
QS Global Market Neutral A LNFIX -1.62 5.18 -0.19 5.29 --- ---
QS Global Market Neutral IS LQISX -1.61 5.47 0.00 5.68 --- ---
QS Global Market Neutral I LQNIX -1.51 5.47 -0.10 5.69 --- ---
Merger Investor MERFX -1.67 1.21 -0.81 1.73 0.99 2.00
Merger Institutional MERIX -1.62 1.54 -0.69 2.12 1.33 ---
Invesco Global Market Neutral A MKNAX -1.00 -0.90 -0.50 -0.20 -0.99 ---
Invesco Global Market Neutral C MKNCX -1.13 -1.53 -0.72 -0.92 -1.64 ---
Invesco Global Market Neutral R5 MKNFX -0.99 -0.70 -0.50 0.10 -0.72 ---
Invesco Global Market Neutral R MKNRX -1.01 -1.11 -0.61 -0.41 -1.22 ---
Invesco Global Market Neutral R6 MKNSX -0.99 -0.70 -0.50 0.00 -0.72 ---
Invesco Global Market Neutral Y MKNYX -0.99 -0.60 -0.40 0.10 -0.72 ---
Nuveen Equity Market Neutral I NIMEX 0.95 5.28 5.10 5.01 4.75 ---
Nuveen Equity Market Neutral A NMAEX 0.92 5.03 5.03 4.71 4.48 ---
Nuveen Equity Market Neutral C NMECX 0.90 4.36 4.83 3.95 3.71 ---
JPMorgan Multi-Cap Market Neutral A OGNAX 1.07 2.99 1.87 2.88 0.95 1.54
JPMorgan Multi-Cap Market Neutral C OGNCX 1.05 2.55 1.69 2.33 0.45 1.03
JPMorgan Multi-Cap Market Neutral I OGNIX 1.05 3.20 1.92 3.10 1.22 1.81
PIMCO RAE Fundamental Advantage PLUS P PFAPX -0.60 -2.48 0.96 -0.84 -0.88 0.42
PIMCO RAE Fundamental AdvantagePLUS Inst PFATX -0.70 -2.51 0.99 -0.88 -0.85 0.48
PIMCO RAE Fundamental Advantage PLUS D PFSDX -0.71 -2.79 0.91 -1.22 -1.26 0.09
Palmer Square SSI Alternative Inc A PSCAX 0.00 3.74 0.60 4.02 1.94 1.52
Palmer Square SSI Alternative Inc I PSCIX 0.00 4.08 0.70 4.32 2.19 1.78
PIMCO RAE Fundamental Advantage PLUS A PTFAX -0.71 -2.85 0.80 -1.19 -1.25 0.09
PIMCO RAE Fundamental Advantage PLUS C PTRCX -0.72 -3.38 0.73 -1.92 -1.97 -0.62
AQR Diversified Arbitrage R6 QDARX -0.52 4.56 0.52 6.85 1.90 ---
AQR Equity Market Neutral I QMNIX 0.08 6.27 2.50 8.33 10.95 ---
AQR Equity Market Neutral N QMNNX 0.00 6.03 2.43 7.92 10.64 ---
AQR Equity Market Neutral R6 QMNRX 0.00 6.35 2.50 8.30 11.01 ---
SilverPepper Merger Arbitrage Advisor SPABX 0.00 1.01 0.64 2.19 4.50 ---
SilverPepper Merger Arbitrage Instl SPAIX 0.00 1.18 0.72 2.45 4.74 ---
Touchstone Arbitrage Institutional TARBX -0.86 0.29 -0.39 1.01 3.27 ---
Touchstone Arbitrage C TMACX -1.00 -0.80 -0.70 -0.17 2.09 ---
Touchstone Arbitrage A TMARX -0.88 -0.10 -0.49 0.62 2.85 ---
Touchstone Arbitrage Y TMAYX -0.87 0.10 -0.48 0.91 3.14 ---
Touchstone Merger Arbitrage A TMGAX -0.64 1.02 -0.45 1.80 2.80 2.13
Touchstone Merger Arbitrage C TMGCX -0.76 0.38 -0.67 1.01 1.97 1.32
Touchstone Merger Arbitrage Instl TMGLX -0.71 1.36 -0.45 2.14 3.14 2.47
Touchstone Merger Arbitrage Y TMGYX -0.72 1.28 -0.36 2.06 3.05 2.39
Vivaldi Merger Arbitrage A VARAX -1.50 1.84 -0.85 2.10 --- ---
Vivaldi Merger Arbitrage I VARBX -1.40 2.12 -0.75 2.48 --- ---
Vanguard Market Neutral Inv VMNFX -0.84 -4.19 0.34 -1.85 1.25 3.16
Vanguard Market Neutral I VMNIX -0.92 -4.19 0.25 -1.77 1.32 3.25
Westwood Market Neutral Income Instl WMNIX -0.20 2.01 -0.30 2.65 --- ---
Westwood Market Neutral Income Ultra WMNUX -0.20 2.16 -0.20 2.83 --- ---
Zacks Market Neutral Institutional ZMNIX 1.75 -3.26 1.99 -2.06 2.55 0.14
Zacks Market Neutral Investor ZMNVX 1.73 -3.55 1.87 -2.42 2.92 0.66
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