Market Neutral: Total Returns

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Data through 4/21/2017. 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 0.35 0.61 0.61 2.49 0.64 0.89
AC Alternatives® Market Neutral Val C ACVHX 0.20 1.50 1.20 0.94 2.77 2.15
AC Alternatives® Market Neutral Val I ACVKX 0.37 1.88 1.50 2.19 4.00 3.39
AC Alternatives® Market Neutral Val A ACVQX 0.28 1.73 1.34 1.76 3.54 2.93
AC Alternatives® Market Neutral Val Inv ACVVX 0.37 1.80 1.42 2.02 3.80 3.18
AC Alternatives® Market Neutral Val R ACVWX 0.29 1.76 1.36 1.50 3.31 2.67
AQR Diversified Arbitrage I ADAIX 0.43 1.95 1.07 10.57 -0.58 0.36
AQR Diversified Arbitrage N ADANX 0.43 1.84 0.97 10.20 -0.81 0.11
Arbitrage Event-Driven R AEDFX 1.09 1.42 1.31 4.27 -1.53 0.11
Arbitrage Event-Driven I AEDNX 1.19 1.52 1.41 4.58 -1.25 0.38
Arbitrage Event-Driven C AEFCX 1.11 1.22 1.11 3.51 -2.25 ---
Arbitrage Event-Driven A AGEAX 1.20 1.42 1.31 4.39 -1.49 ---
AC Alternatives® Equity Market Netr Inv ALHIX 1.16 1.44 1.80 0.09 -0.29 1.38
AC Alternatives® Equity Market Netr A ALIAX 1.10 1.38 1.85 -0.18 -0.51 1.14
AC Alternatives® Equity Market Netr C ALICX 1.09 1.19 1.60 -0.97 -1.28 0.38
AC Alternatives® Equity Market Netr R5 ALIGX --- --- --- --- --- ---
AC Alternatives® Equity Market Netr R ALIRX 1.03 1.32 1.70 -0.46 -0.79 0.88
AC Alternatives® Equity Market Netr Ins ALISX 1.23 1.58 1.94 0.26 -0.09 1.60
AC Alternatives® Equity Market Netr Y ALYIX --- --- --- --- --- ---
Arbitrage C ARBCX 0.81 1.21 1.05 2.64 1.63 ---
Arbitrage R ARBFX 0.85 1.40 1.25 3.42 2.41 1.55
Arbitrage I ARBNX 0.90 1.52 1.28 3.72 2.66 1.80
Arbitrage A ARGAX 0.85 1.40 1.17 3.42 2.38 ---
BlackRock Event Driven Equity Inv A BALPX 2.05 4.80 3.94 8.27 5.92 10.24
BlackRock Event Driven Equity Inv C BCLPX 2.00 4.62 3.68 7.51 5.16 9.44
BlackRock Global Long/Short Equity Inv A BDMAX 1.45 4.78 3.62 3.23 -0.16 ---
BlackRock Global Long/Short Equity Inv C BDMCX 1.40 4.62 3.52 2.55 -0.89 ---
BlackRock Global Long/Short Equity Instl BDMIX 1.53 4.84 3.68 3.49 0.09 ---
BlackRock Global Long/Short Equity K BGCKX 1.44 4.84 3.68 3.58 --- ---
BlackRock Event Driven Equity Instl BILPX 2.20 4.97 4.03 8.59 6.21 10.55
BlackRock Emerging Mkt L/S Eq Investor A BLSAX 0.31 1.57 1.36 2.10 -0.29 -0.90
BlackRock Emerging Mkt L/S Eq Investor C BLSCX 0.21 1.30 1.19 1.30 -1.06 -1.68
BlackRock Emerging Mkt L/S Eq Instl BLSIX 0.31 1.65 1.44 2.40 -0.09 -0.68
Calamos Market Neutral Income B CAMNX 0.14 1.47 1.10 4.29 2.18 2.71
Victory CEMP Market Neutral Income A CBHAX -0.32 2.26 0.52 4.29 2.36 ---
Victory CEMP Market Neutral Income C CBHCX -0.53 1.93 0.19 3.40 1.55 ---
Victory CEMP Market Neutral Income I CBHIX -0.42 2.29 0.45 4.41 2.61 ---
Causeway Global Absolute Return Instl CGAIX -1.83 -8.27 -6.28 -1.25 -0.95 1.04
Causeway Global Absolute Return Inv CGAVX -1.85 -8.32 -6.33 -1.43 -1.21 0.76
Calamos Market Neutral Income I CMNIX 0.23 1.66 1.35 5.28 3.17 3.72
Castlemaine Event Driven CNEVX -0.90 1.38 -0.81 11.70 --- ---
Castlemaine Market Neutral CNMNX 0.83 2.62 2.33 7.87 --- ---
Cognios Market Neutral Large Cap Instl COGIX -1.44 0.42 1.69 -3.17 4.08 ---
Cognios Market Neutral Large Cap Inv COGMX -1.35 0.42 1.60 -3.29 3.85 ---
Convergence Market Neutral Institutional CPMNX 0.10 -2.78 -1.55 4.10 --- ---
Invesco All Cap Market Neutral A CPNAX 0.49 -2.86 -1.36 0.35 3.72 ---
Invesco All Cap Market Neutral C CPNCX 0.50 -3.02 -1.48 -0.34 2.96 ---
Invesco All Cap Market Neutral R5 CPNFX 0.49 -2.65 -1.15 0.64 3.99 ---
Invesco All Cap Market Neutral R CPNRX 0.40 -2.88 -1.37 0.06 3.46 ---
Invesco All Cap Market Neutral R6 CPNSX 0.49 -2.66 -1.25 0.64 3.96 ---
Invesco All Cap Market Neutral Y CPNYX 0.49 -2.75 -1.25 0.55 3.96 ---
Calamos Market Neutral Income C CVSCX 0.15 1.45 1.07 4.32 2.16 2.70
Calamos Market Neutral Income A CVSIX 0.23 1.66 1.27 5.12 2.92 3.47
Calamos Market Neutral Income R CVSRX 0.23 1.60 1.21 4.88 2.69 3.22
Calamos Market Neutral Income T CVSTX 0.23 --- --- --- --- ---
Federated Absolute Return A FMAAX -1.36 0.64 -0.32 -5.22 -0.46 -0.04
Federated Absolute Return B FMBBX -1.39 0.43 -0.43 -5.90 -1.20 -0.79
Federated Absolute Return Institutional FMIIX -1.34 0.74 -0.21 -4.98 -0.23 0.20
Federated Absolute Return C FMRCX -1.39 0.44 -0.43 -5.92 -1.20 -0.78
Gabelli ABC AAA GABCX 0.49 0.69 0.39 2.88 2.35 2.87
Gabelli ABC Advisor GADVX 0.40 0.60 0.30 2.65 2.08 2.62
Kellner Merger Investor GAKAX 2.26 1.86 1.76 3.46 2.12 ---
Kellner Merger Institutional GAKIX 2.22 1.83 1.83 3.70 2.49 ---
GMO Alpha Only IV GAPOX -0.79 3.60 2.40 -1.47 -1.26 -0.81
GMO Alpha Only III GGHEX -0.84 3.55 2.36 -1.56 -1.32 -0.87
LMCG Global Market Neutral Institutional GMNIX 0.37 -1.82 -0.64 -1.10 1.76 ---
LMCG Global Market Neutral Investor GMNRX 0.37 -1.83 -0.65 -1.38 1.57 ---
Gotham Neutral 500 Institutional GONFX -0.57 0.86 1.06 --- --- ---
Gotham Neutral Institutional GONIX -0.77 -0.58 0.00 2.78 -1.41 ---
Grant Park Absolute Return A GPHAX 0.96 3.84 4.05 14.42 --- ---
Grant Park Absolute Return C GPHCX 0.78 3.40 3.71 13.24 --- ---
Grant Park Absolute Return I GPHIX 0.95 3.83 4.03 14.48 --- ---
Grant Park Absolute Return N GPHNX 0.86 3.75 3.95 14.08 --- ---
Guggenheim Market Neutral Rel Est A GUMAX 0.12 0.39 0.83 5.19 --- ---
Guggenheim Market Neutral Rel Est C GUMCX 0.08 0.20 0.68 4.45 --- ---
Guggenheim Market Neutral Rel Est Instl GUMNX 0.12 0.47 0.91 5.48 --- ---
Guggenheim Market Neutral Rel Est P GUMPX 0.08 0.39 0.83 5.15 --- ---
Highland Merger Arbitrage A HMEAX 2.04 2.29 1.84 --- --- ---
Highland Merger Arbitrage C HMECX 2.00 2.05 1.65 --- --- ---
Highland Merger Arbitrage Z HMEZX 2.08 2.33 1.93 7.41 --- ---
Hussman Strategic Growth HSGFX -1.30 -5.26 -4.07 -15.32 -11.39 -9.43
Hussman Strategic International HSIEX 0.34 -0.68 -0.45 -1.68 -3.38 -1.98
American Beacon Ionic Strat Arbtrg A IONAX -0.42 -0.53 -0.35 1.33 --- ---
American Beacon Ionic Strat Arbtrg C IONCX -0.49 -0.76 -0.54 0.57 --- ---
American Beacon Ionic Strat Arbtrg Instl IONIX -0.39 -0.41 -0.26 1.70 --- ---
American Beacon Ionic Strat Arbtrg Inv IONPX -0.40 -0.47 -0.30 1.38 --- ---
American Beacon Ionic Strat Arbtrg Y IONYX -0.40 -0.43 -0.28 1.63 --- ---
JPMorgan Research Market Neutral A JMNAX 0.84 3.46 2.50 3.09 -0.09 0.61
JPMorgan Research Market Neutral C JMNCX 0.75 3.29 2.27 2.51 -0.63 0.09
JPMorgan Research Market Neutral I JMNSX 0.88 3.54 2.54 3.32 0.15 0.86
JPMorgan Research Market Neutral L JPMNX 0.86 3.62 2.57 3.48 0.33 1.08
QS Global Market Neutral A LNFIX -0.89 2.13 1.41 3.50 --- ---
QS Global Market Neutral IS LQISX -0.88 2.13 1.41 3.81 --- ---
QS Global Market Neutral I LQNIX -0.88 2.13 1.41 3.70 --- ---
Merger Investor MERFX 0.70 1.15 0.64 3.59 1.20 2.07
Merger Institutional MERIX 0.70 1.22 0.70 3.93 1.50 ---
Invesco Global Market Neutral A MKNAX 0.81 0.30 0.00 -0.50 -0.37 ---
Invesco Global Market Neutral C MKNCX 0.72 0.10 -0.10 -1.21 -1.04 ---
Invesco Global Market Neutral R5 MKNFX 0.90 0.40 0.10 -0.20 -0.10 ---
Invesco Global Market Neutral R MKNRX 0.91 0.30 0.00 -0.60 -0.56 ---
Invesco Global Market Neutral R6 MKNSX 0.90 0.40 0.10 -0.20 -0.10 ---
Invesco Global Market Neutral Y MKNYX 0.90 0.50 0.20 -0.20 -0.10 ---
Nuveen Equity Market Neutral I NIMEX 0.79 -1.93 -0.91 1.96 3.05 ---
Nuveen Equity Market Neutral A NMAEX 0.80 -1.99 -0.92 1.71 2.79 ---
Nuveen Equity Market Neutral C NMECX 0.69 -2.23 -1.13 0.97 2.01 ---
JPMorgan Multi-Cap Market Neutral A OGNAX 0.79 1.99 2.40 0.69 1.34 1.03
JPMorgan Multi-Cap Market Neutral C OGNCX 0.84 1.91 2.35 0.21 0.85 0.49
JPMorgan Multi-Cap Market Neutral I OGNIX 0.77 2.04 2.44 0.86 1.57 1.29
PIMCO RAE Fundamental Advantage PLUS P PFAPX 0.20 -1.65 -1.17 4.22 -1.14 1.72
PIMCO RAE Fundamental AdvantagePLUS Inst PFATX 0.10 -1.74 -1.26 4.21 -1.11 1.78
PIMCO RAE Fundamental Advantage PLUS D PFSDX 0.10 -1.79 -1.30 3.78 -1.43 1.40
Palmer Square SSI Alternative Inc A PSCAX 0.30 1.64 0.92 6.29 0.73 ---
Palmer Square SSI Alternative Inc I PSCIX 0.30 1.74 0.92 6.50 0.96 ---
PIMCO RAE Fundamental Advantage PLUS A PTFAX 0.10 -1.88 -1.39 3.76 -1.43 1.40
PIMCO RAE Fundamental Advantage PLUS C PTRCX 0.10 -1.98 -1.49 3.13 -2.20 0.68
PIMCO RAE Worldwide Fdmtl Advtg PLUS A PWWAX -1.57 -1.23 -2.04 7.14 -0.79 ---
PIMCO RAE Worldwide Fdmtl Advtg PLUS C PWWCX -1.61 -1.52 -2.33 6.25 -1.56 ---
PIMCO RAE Worldwide Fdmtl AdvtgPLUS Inst PWWIX -1.49 -1.17 -1.97 7.62 -0.40 ---
PIMCO RAE Worldwide Fdmtl Advtg PLUS P PWWPX -1.49 -1.23 -2.04 7.56 -0.50 ---
AQR Diversified Arbitrage R6 QDARX 0.43 1.95 1.08 10.59 --- ---
AQR Equity Market Neutral I QMNIX -0.16 1.17 2.37 7.18 --- ---
AQR Equity Market Neutral N QMNNX -0.25 1.09 2.20 6.76 --- ---
AQR Equity Market Neutral R6 QMNRX -0.16 1.25 2.36 7.24 --- ---
SilverPepper Merger Arbitrage Advisor SPABX 0.27 0.27 0.64 2.48 5.21 ---
SilverPepper Merger Arbitrage Instl SPAIX 0.36 0.36 0.64 2.75 5.42 ---
Touchstone Arbitrage Institutional TARBX 1.28 -0.29 0.10 2.87 2.45 ---
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX 0.70 --- --- --- --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX 0.80 --- --- --- --- ---
TFS Market Neutral TFSMX 0.21 -1.37 0.70 6.25 1.32 1.58
Touchstone Arbitrage C TMACX 1.13 -0.70 -0.30 1.73 1.26 ---
Touchstone Arbitrage A TMARX 1.30 -0.39 0.00 2.49 2.02 ---
Touchstone Arbitrage Y TMAYX 1.29 -0.39 0.00 2.77 2.35 ---
Touchstone Merger Arbitrage A TMGAX 1.49 0.37 0.65 3.11 1.70 2.16
Touchstone Merger Arbitrage C TMGCX 1.46 0.19 0.48 2.35 0.89 1.36
Touchstone Merger Arbitrage Instl TMGLX 1.56 0.55 0.73 3.53 2.06 2.52
Touchstone Merger Arbitrage Y TMGYX 1.47 0.46 0.73 3.45 1.97 2.42
Turner Titan Long/Short C TSCCX -1.92 -0.97 -1.92 -10.72 -3.78 -1.54
Turner Titan Long/Short Investor TSPCX -1.79 -0.65 -1.66 -9.95 -3.01 -0.80
Turner Titan Long/Short Institutional TSPEX -1.74 -0.63 -1.62 -9.71 -2.77 -0.54
Vivaldi Merger Arbitrage A VARAX 0.87 0.87 1.46 0.93 --- ---
Vivaldi Merger Arbitrage I VARBX 0.96 0.96 1.55 1.22 --- ---
Vanguard Market Neutral Inv VMNFX 0.59 -2.58 -1.71 -1.17 2.12 3.16
Vanguard Market Neutral I VMNIX 0.52 -2.57 -1.69 -1.09 2.22 3.26
Westwood Market Neutral Income Instl WMNIX -0.10 1.31 1.21 6.82 --- ---
Westwood Market Neutral Income Ultra WMNUX -0.10 1.31 1.21 6.92 --- ---
Zacks Market Neutral Institutional ZMNIX -1.99 -3.70 -3.21 -2.14 2.78 0.21
Zacks Market Neutral Investor ZMNVX -2.01 -3.75 -3.22 -1.88 3.38 0.87
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