Market Neutral: Total Returns

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Data through 1/16/2019. 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 0.36 0.41 0.23 -0.48 1.23 0.51
AC Alternatives® Market Neutral Val C ACVHX 1.24 0.67 0.04 -2.33 -0.25 0.63
AC Alternatives® Market Neutral Val I ACVKX 1.43 0.81 0.33 -1.19 0.94 1.84
AC Alternatives® Market Neutral Val A ACVQX 1.38 0.84 0.24 -1.52 0.51 1.40
AC Alternatives® Market Neutral Val Inv ACVVX 1.46 0.83 0.33 -1.30 0.76 1.64
AC Alternatives® Market Neutral Val R ACVWX 1.30 0.75 0.14 -1.85 0.25 1.14
AQR Diversified Arbitrage I ADAIX 0.81 1.14 -0.57 3.58 6.08 1.14
AQR Diversified Arbitrage N ADANX 0.86 1.14 -0.64 3.40 5.83 0.90
Arbitrage Event-Driven R AEDFX 0.64 0.97 0.74 0.00 3.38 -0.26
Arbitrage Event-Driven I AEDNX 0.75 1.07 0.92 0.29 3.66 -0.01
Arbitrage Event-Driven C AEFCX 0.66 0.99 0.59 -0.71 2.63 -0.99
Arbitrage Event-Driven A AGEAX 0.75 0.97 0.81 0.06 3.42 -0.24
AC Alternatives® Equity Market Netr Inv ALHIX 1.67 0.09 3.48 0.76 0.58 0.72
AC Alternatives® Equity Market Netr A ALIAX 1.62 0.09 3.39 0.51 0.32 0.47
AC Alternatives® Equity Market Netr C ALICX 1.58 0.10 3.20 -0.22 -0.43 -0.28
AC Alternatives® Equity Market Netr R5 ALIGX 1.72 0.18 3.58 1.01 --- ---
AC Alternatives® Equity Market Netr R ALIRX 1.68 0.10 3.40 0.25 0.08 0.24
AC Alternatives® Equity Market Netr I ALISX 1.81 0.18 3.58 1.01 0.80 0.94
AC Alternatives® Equity Market Netr Y ALYIX 1.72 0.18 3.58 1.01 --- ---
Arbitrage C ARBCX 0.49 0.08 1.69 1.36 2.03 1.31
Arbitrage R ARBFX 0.47 0.08 1.88 2.12 2.80 2.07
Absolute Convertible Arbitrage Instl ARBIX 1.08 0.98 0.80 2.67 --- ---
Arbitrage I ARBNX 0.54 0.15 1.94 2.33 3.06 2.33
Arbitrage A ARGAX 0.55 0.16 1.92 2.08 2.78 2.06
BlackRock Event Driven Equity Inv A BALPX 0.31 0.78 2.31 5.35 6.09 4.88
BlackRock Event Driven Equity Inv C BCLPX 0.35 0.74 2.20 4.64 5.34 4.12
BlackRock Global Long/Short Equity Inv A BDMAX 2.53 0.91 2.61 1.85 2.90 1.36
BlackRock Global Long/Short Equity Inv C BDMCX 2.46 0.86 2.46 1.06 2.13 0.62
BlackRock Global Long/Short Equity Instl BDMIX 2.52 0.82 2.61 2.10 3.17 1.64
BlackRock Global Long/Short Equity K BGCKX 2.45 0.81 2.62 2.12 --- ---
BlackRock Event Driven Equity Instl BILPX 0.39 0.75 2.42 5.58 6.40 5.15
Victory Market Neutral Income A CBHAX -0.70 -0.31 1.07 3.46 4.52 2.89
Victory Market Neutral Income C CBHCX -0.79 -0.31 0.89 2.74 3.76 2.10
Victory Market Neutral Income I CBHIX -0.73 -0.31 1.13 3.74 4.80 3.16
Causeway Global Absolute Return Instl CGAIX 2.41 1.43 1.99 10.01 3.57 1.63
Causeway Global Absolute Return Inv CGAVX 2.39 1.45 1.86 9.83 3.38 1.42
Calamos Market Neutral Income I CMNIX 0.56 1.34 -0.12 2.15 5.21 3.25
Cognios Market Neutral Large Cap Instl COGIX -3.77 -2.57 -6.50 1.49 1.25 3.88
Cognios Market Neutral Large Cap Inv COGMX -3.82 -2.61 -6.59 1.21 1.00 3.62
Convergence Market Neutral Institutional CPMNX -0.96 -1.16 -2.87 -0.07 --- ---
Invesco All Cap Market Neutral A CPNAX -2.08 -2.71 -0.80 0.03 -3.95 1.53
Invesco All Cap Market Neutral C CPNCX -2.30 -2.83 -1.10 -0.85 -4.70 0.75
Invesco All Cap Market Neutral R5 CPNFX -2.17 -2.79 -0.79 0.26 -3.69 1.82
Invesco All Cap Market Neutral R CPNRX -2.11 -2.62 -0.81 -0.21 -4.18 1.28
Invesco All Cap Market Neutral R6 CPNSX -2.04 -2.66 -0.67 0.39 -3.68 1.82
Invesco All Cap Market Neutral Y CPNYX -2.17 -2.80 -0.80 0.26 -3.76 1.77
Calamos Market Neutral Income C CVSCX 0.50 1.30 -0.38 1.14 4.14 2.22
Calamos Market Neutral Income A CVSIX 0.50 1.25 -0.25 1.88 4.94 2.98
Gabelli Entpr Mergers & Acquisitions AAA EAAAX 0.88 2.48 -0.94 -2.18 5.78 3.06
Gabelli Entpr Mergers & Acquisitions A EMAAX 0.83 2.44 -0.95 -2.34 5.56 2.86
Gabelli Entpr Mergers & Acquisitions C EMACX 0.85 2.44 -1.10 -2.90 4.99 2.29
Gabelli Entpr Mergers & Acquisitions Y EMAYX 0.86 2.49 -0.86 -1.92 6.05 3.32
Federated Absolute Return A FMAAX 0.47 0.59 -2.76 -15.72 -5.40 -2.27
Federated Absolute Return B FMBBX 0.37 0.49 -2.96 -16.31 -6.11 -3.02
Federated Absolute Return Institutional FMIIX 0.47 0.59 -2.61 -15.47 -5.13 -2.02
Federated Absolute Return C FMRCX 0.37 0.49 -2.97 -16.38 -6.11 -3.01
Gabelli ABC AAA GABCX 0.42 0.90 -0.05 0.62 2.43 1.95
Gabelli ABC Advisor GADVX 0.36 0.81 -0.13 0.36 2.18 1.68
Kellner Merger Investor GAKAX 0.19 0.47 2.04 0.69 1.72 1.93
Kellner Merger Institutional GAKIX 0.09 0.37 2.09 0.86 1.94 2.28
GMO Alpha Only IV GAPOX 1.84 0.20 5.27 -1.31 0.84 -0.36
GMO Alpha Only III GGHEX 1.78 0.15 5.20 -1.39 0.78 -0.42
Gotham Master Neutral Institutional GMNFX 0.20 0.59 0.82 -0.35 --- ---
Gotham Neutral 500 Institutional GONFX -1.47 -0.26 -0.65 0.65 --- ---
Gotham Neutral Institutional GONIX 0.00 0.39 0.49 -3.84 1.88 -0.12
Guggenheim Market Neutral Rel Est A GUMAX -0.40 -0.35 0.94 -2.23 --- ---
Guggenheim Market Neutral Rel Est C GUMCX -0.50 -0.44 0.54 -3.17 --- ---
Guggenheim Market Neutral Rel Est Instl GUMNX -0.41 -0.36 0.80 -2.16 --- ---
Guggenheim Market Neutral Rel Est P GUMPX -0.39 -0.37 0.59 -2.56 --- ---
Highland Merger Arbitrage A HMEAX 0.28 0.22 2.34 6.45 --- ---
Highland Merger Arbitrage C HMECX 0.23 0.22 2.21 5.77 --- ---
Highland Merger Arbitrage Z HMEZX 0.36 0.28 2.44 6.83 --- ---
Hussman Strategic Growth HSGFX 0.89 -1.78 8.22 7.19 -7.75 -7.05
Hussman Strategic International HSIEX 1.14 0.83 -0.62 -4.08 -1.50 -2.28
Hussman Strategic Value HSVLX 0.86 1.24 0.24 -1.46 -0.85 -2.07
American Beacon Ionic Strat Arbtrg A IONAX -1.21 0.55 -2.29 -4.96 -1.01 ---
American Beacon Ionic Strat Arbtrg C IONCX -1.19 0.55 -2.41 -5.69 -1.74 ---
American Beacon Ionic Strat Arbtrg Instl IONIX -1.15 0.54 -2.11 -4.53 -0.62 ---
American Beacon Ionic Strat Arbtrg Inv IONPX -1.29 0.41 -2.37 -5.03 -1.05 ---
American Beacon Ionic Strat Arbtrg Y IONYX -1.16 0.55 -2.24 -4.78 -0.74 ---
JPMorgan Research Market Neutral A JMNAX 0.70 -0.07 -0.92 1.44 1.98 0.60
JPMorgan Research Market Neutral C JMNCX 0.60 -0.15 -1.07 0.86 1.45 0.09
JPMorgan Research Market Neutral I JMNSX 0.67 -0.13 -0.88 1.65 2.22 0.85
JPMorgan Research Market Neutral L JPMNX 0.72 -0.13 -0.87 1.81 2.38 1.03
James Alpha Relative Value Portfolio S JRSVX 1.01 2.14 -0.91 -0.33 --- ---
James Alpha Relative Value A JRVAX 1.01 2.04 -0.93 -0.64 --- ---
James Alpha Relative Value C JRVCX 1.01 2.04 -0.93 -0.64 --- ---
James Alpha Relative Value I JRVIX 1.01 2.04 -0.91 -0.62 --- ---
QS Global Market Neutral A LNFIX 2.17 1.11 -1.19 -2.51 0.70 ---
QS Global Market Neutral IS LQISX 2.21 1.11 -1.03 -2.16 1.08 ---
QS Global Market Neutral C LQNCX 2.15 1.12 -1.32 --- --- ---
QS Global Market Neutral I LQNIX 2.30 1.21 -1.05 -2.18 1.04 ---
Merger Investor MERFX 0.26 0.12 2.35 6.87 4.93 2.63
Merger Institutional MERIX 0.32 0.18 2.42 7.23 5.28 2.95
Invesco Global Market Neutral A MKNAX 0.15 -0.45 -2.88 -4.76 -2.76 -0.64
Invesco Global Market Neutral C MKNCX 0.00 -0.46 -3.19 -5.55 -3.50 -1.37
Invesco Global Market Neutral R5 MKNFX 0.15 -0.44 -2.83 -4.59 -2.50 -0.38
Invesco Global Market Neutral R MKNRX 0.15 -0.45 -2.95 -4.95 -2.96 -0.85
Invesco Global Market Neutral R6 MKNSX 0.15 -0.44 -2.83 -4.49 -2.50 -0.38
Invesco Global Market Neutral Y MKNYX 0.15 -0.44 -2.83 -4.49 -2.50 -0.38
MProved Systematic Merger Arbitrage Inv MMAJX -0.46 0.10 3.80 7.34 --- ---
MProved Systematic Merger Arbitrage Insl MMAQX -0.46 0.19 3.89 7.64 --- ---
Nuveen Equity Market Neutral I NIMEX -0.53 -1.02 1.02 3.99 6.24 4.26
Nuveen Equity Market Neutral A NMAEX -0.49 -0.99 0.99 3.75 5.97 4.00
Nuveen Equity Market Neutral C NMECX -0.60 -1.08 0.78 2.98 5.19 3.23
PIMCO RAE Fundamental Advantage PLUS I2 PFAPX 0.30 0.71 -1.68 -1.22 2.17 -0.54
PIMCO RAE Fundamental AdvantagePLUS Inst PFATX 0.33 0.61 -1.65 -1.13 2.26 -0.48
Putnam PanAgora Market Neutral A PPMAX 2.65 1.42 0.98 -8.56 --- ---
Putnam PanAgora Market Neutral B PPMBX 2.56 1.32 0.77 -9.27 --- ---
Putnam PanAgora Market Neutral C PPMDX 2.56 1.32 0.77 -9.27 --- ---
Putnam PanAgora Market Neutral R PPMLX 2.55 1.31 0.98 -8.77 --- ---
Putnam PanAgora Market Neutral R6 PPMRX 2.64 1.41 1.08 -8.36 --- ---
Putnam PanAgora Market Neutral M PPMVX 2.56 1.32 0.87 -8.97 --- ---
Putnam PanAgora Market Neutral Y PPMYX 2.64 1.41 1.08 -8.36 --- ---
Palmer Square SSI Alternative Inc A PSCAX 0.52 0.81 -0.08 0.75 3.88 1.26
Palmer Square SSI Alternative Inc I PSCIX 0.53 0.81 0.03 0.99 4.16 1.52
PIMCO RAE Fundamental Advantage PLUS A PTFAX 0.32 0.62 -1.71 -1.46 1.84 -0.87
AQR Diversified Arbitrage R6 QDARX 0.81 1.03 -0.58 3.69 6.16 ---
AQR Equity Market Neutral I QMNIX 0.02 -1.67 -0.82 -14.47 -1.67 ---
AQR Equity Market Neutral N QMNNX -0.08 -1.78 -1.02 -14.83 -1.97 ---
AQR Equity Market Neutral R6 QMNRX 0.02 -1.67 -0.82 -14.46 -1.60 ---
SilverPepper Merger Arbitrage Advisor SPABX -0.09 0.55 0.46 1.10 2.01 3.35
SilverPepper Merger Arbitrage Instl SPAIX -0.09 0.64 0.54 1.45 2.24 3.60
AC Market Neutral Instl STAKX -1.29 0.25 -2.71 -17.99 --- ---
AC Market Neutra N STTKX -1.30 0.16 -2.71 -18.13 --- ---
Touchstone Arbitrage Institutional TARBX 0.38 0.74 -0.23 -2.14 1.49 1.27
Touchstone Arbitrage C TMACX 0.23 0.66 -0.53 -3.36 0.32 0.10
Touchstone Arbitrage A TMARX 0.36 0.75 -0.27 -2.51 1.08 0.86
Touchstone Arbitrage Y TMAYX 0.29 0.64 -0.33 -2.35 1.36 1.15
Touchstone Merger Arbitrage A TMGAX 0.78 0.80 0.09 -1.93 1.59 0.89
Touchstone Merger Arbitrage C TMGCX 0.66 0.73 -0.07 -2.70 0.80 0.11
Touchstone Merger Arbitrage Instl TMGLX 0.81 0.88 0.23 -1.55 1.99 1.26
Touchstone Merger Arbitrage Y TMGYX 0.83 0.89 0.25 -1.64 1.88 1.17
Vivaldi Merger Arbitrage A VARAX 0.45 0.19 3.14 3.54 2.79 ---
Vivaldi Merger Arbitrage I VARBX 0.55 0.28 3.22 3.91 3.14 ---
Vanguard Market Neutral Inv VMNFX -0.68 -1.12 -1.94 -1.54 -1.55 1.41
Vanguard Market Neutral I VMNIX -0.65 -1.12 -1.91 -1.50 -1.49 1.50
Westwood Market Neutral Income Instl WMNIX 0.80 0.72 1.11 1.03 2.69 ---
Westwood Market Neutral Income Ultra WMNUX 0.92 0.82 1.23 1.23 2.80 ---
Zacks Market Neutral Institutional ZMNIX 0.24 0.87 -1.70 -5.29 -0.72 0.46
Zacks Market Neutral Investor ZMNVX 0.22 0.83 -1.76 -5.56 -0.76 0.75
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