Market Neutral: Total Returns

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Data through 11/16/2018. 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 0.43 0.02 0.25 0.73 1.33 0.63
AC Alternatives® Market Neutral Val C ACVHX -0.21 -2.86 -0.10 -1.97 -0.23 0.81
AC Alternatives® Market Neutral Val I ACVKX -0.19 -1.88 0.10 -0.87 0.92 2.02
AC Alternatives® Market Neutral Val A ACVQX -0.10 -2.23 0.10 -1.19 0.49 1.56
AC Alternatives® Market Neutral Val Inv ACVVX -0.19 -2.01 0.10 -0.98 0.74 1.80
AC Alternatives® Market Neutral Val R ACVWX -0.10 -2.47 0.00 -1.41 0.27 1.32
AQR Diversified Arbitrage I ADAIX -0.74 3.51 0.11 5.08 5.29 1.30
AQR Diversified Arbitrage N ADANX -0.63 3.40 0.11 4.97 5.04 1.06
Arbitrage Event-Driven R AEDFX -0.11 -0.42 -0.21 1.24 2.72 -0.35
Arbitrage Event-Driven I AEDNX 0.00 -0.21 -0.21 1.48 2.97 -0.09
Arbitrage Event-Driven C AEFCX -0.11 -0.97 -0.43 0.55 1.95 -1.09
Arbitrage Event-Driven A AGEAX 0.00 -0.32 -0.21 1.27 2.73 -0.32
AC Alternatives® Equity Market Netr Inv ALHIX 2.24 1.52 0.71 0.53 0.56 0.44
AC Alternatives® Equity Market Netr A ALIAX 2.22 1.28 0.64 0.27 0.30 0.20
AC Alternatives® Equity Market Netr C ALICX 2.12 0.60 0.40 -0.49 -0.46 -0.56
AC Alternatives® Equity Market Netr R5 ALIGX 2.37 1.74 0.86 0.78 --- ---
AC Alternatives® Equity Market Netr R ALIRX 2.28 1.13 0.66 0.09 0.06 -0.04
AC Alternatives® Equity Market Netr I ALISX 2.28 1.74 0.78 0.78 0.78 0.65
AC Alternatives® Equity Market Netr Y ALYIX 2.28 1.74 0.78 0.78 --- ---
Arbitrage C ARBCX 0.66 0.33 1.49 1.10 1.84 1.10
Arbitrage R ARBFX 0.71 0.94 1.66 1.90 2.59 1.86
Absolute Convertible Arbitrage Instl ARBIX -0.29 1.86 -0.10 2.40 --- ---
Arbitrage I ARBNX 0.68 1.15 1.69 2.12 2.84 2.10
Arbitrage A ARGAX 0.63 0.95 1.67 1.87 2.58 1.84
BlackRock Event Driven Equity Inv A BALPX 1.11 4.37 2.37 5.02 5.66 5.38
BlackRock Event Driven Equity Inv C BCLPX 0.99 3.67 2.25 4.30 4.90 4.61
BlackRock Global Long/Short Equity Inv A BDMAX 1.50 1.58 -0.25 1.67 1.73 1.53
BlackRock Global Long/Short Equity Inv C BDMCX 1.47 0.95 -0.42 0.95 0.97 0.79
BlackRock Global Long/Short Equity Instl BDMIX 1.48 1.82 -0.24 1.98 2.01 1.70
BlackRock Global Long/Short Equity K BGCKX 1.48 1.81 -0.24 1.98 --- ---
BlackRock Event Driven Equity Instl BILPX 1.07 4.65 2.49 5.35 5.91 5.66
Victory Market Neutral Income A CBHAX 0.84 2.48 -0.58 3.79 4.20 2.65
Victory Market Neutral Income C CBHCX 0.74 1.83 -0.87 2.92 3.41 1.86
Victory Market Neutral Income I CBHIX 0.83 2.79 -0.60 4.07 4.44 2.91
Causeway Global Absolute Return Instl CGAIX 3.63 12.73 8.56 14.37 5.07 1.48
Causeway Global Absolute Return Inv CGAVX 3.57 12.51 8.43 14.16 4.84 1.25
Calamos Market Neutral Income I CMNIX -0.15 3.13 0.19 4.00 4.45 3.43
Cognios Market Neutral Large Cap Instl COGIX 0.09 8.14 1.11 14.63 4.95 5.45
Cognios Market Neutral Large Cap Inv COGMX 0.09 7.95 1.04 14.39 4.70 5.22
Convergence Market Neutral Institutional CPMNX 0.18 5.83 0.26 7.02 --- ---
Invesco All Cap Market Neutral A CPNAX 2.14 2.75 3.74 0.29 -2.45 ---
Invesco All Cap Market Neutral C CPNCX 1.98 1.98 3.38 -0.52 -3.23 ---
Invesco All Cap Market Neutral R5 CPNFX 2.11 2.96 3.69 0.64 -2.18 ---
Invesco All Cap Market Neutral R CPNRX 2.05 2.42 3.55 -0.04 -2.74 ---
Invesco All Cap Market Neutral R6 CPNSX 2.11 2.96 3.69 0.54 -2.21 ---
Invesco All Cap Market Neutral Y CPNYX 2.12 2.96 3.70 0.52 -2.25 ---
Calamos Market Neutral Income C CVSCX -0.29 2.13 -0.13 2.87 3.40 2.39
Calamos Market Neutral Income A CVSIX -0.22 2.83 0.13 3.70 4.19 3.16
Gabelli Entpr Mergers & Acquisitions AAA EAAAX 0.07 -0.54 -0.74 2.06 4.74 3.41
Gabelli Entpr Mergers & Acquisitions A EMAAX 0.00 -0.75 -0.82 1.88 4.51 3.20
Gabelli Entpr Mergers & Acquisitions C EMACX 0.00 -1.19 -0.89 1.36 3.98 2.64
Gabelli Entpr Mergers & Acquisitions Y EMAYX 0.06 -0.32 -0.70 2.35 5.02 3.67
Federated Absolute Return A FMAAX -1.74 -14.07 -4.28 -11.43 -5.88 -1.95
Federated Absolute Return B FMBBX -1.90 -14.70 -4.52 -12.06 -6.56 -2.69
Federated Absolute Return Institutional FMIIX -1.83 -13.93 -4.24 -11.17 -5.65 -1.72
Federated Absolute Return C FMRCX -1.91 -14.67 -4.54 -12.11 -6.59 -2.69
Gabelli ABC AAA GABCX 0.00 0.87 0.10 1.69 2.26 2.00
Gabelli ABC Advisor GADVX -0.10 0.49 0.00 1.41 1.99 1.71
Kellner Merger Investor GAKAX 1.83 0.57 0.95 0.76 1.35 1.86
Kellner Merger Institutional GAKIX 1.88 0.84 1.12 1.03 1.61 2.22
GMO Alpha Only IV GAPOX 1.43 -4.31 1.68 -4.57 0.02 -0.99
GMO Alpha Only III GGHEX 1.43 -4.33 1.68 -4.59 -0.03 -1.04
Gotham Master Neutral Institutional GMNFX 1.47 1.87 1.37 4.61 --- ---
LMCG Global Market Neutral Institutional GMNIX --- --- --- --- --- ---
Gotham Neutral 500 Institutional GONFX 2.24 5.31 3.30 11.47 --- ---
Gotham Neutral Institutional GONIX 0.59 -2.00 -0.39 -1.91 1.18 0.48
Grant Park Absolute Return A GPHAX 0.85 -14.17 -0.52 -12.45 4.02 ---
Grant Park Absolute Return C GPHCX 0.76 -14.77 -0.75 -13.10 3.20 ---
Grant Park Absolute Return I GPHIX 0.84 -14.00 -0.52 -12.21 4.26 ---
Grant Park Absolute Return N GPHNX 0.85 -14.18 -0.52 -12.46 3.99 ---
Guggenheim Market Neutral Rel Est A GUMAX -0.28 -1.87 1.77 -0.35 --- ---
Guggenheim Market Neutral Rel Est C GUMCX -0.32 -2.52 1.60 -1.07 --- ---
Guggenheim Market Neutral Rel Est Instl GUMNX -0.24 -1.66 1.89 -0.11 --- ---
Guggenheim Market Neutral Rel Est P GUMPX -0.28 -1.91 1.78 -0.39 --- ---
Highland Merger Arbitrage A HMEAX 1.47 5.95 2.35 7.80 --- ---
Highland Merger Arbitrage C HMECX 1.39 5.42 2.17 7.13 --- ---
Highland Merger Arbitrage Z HMEZX 1.46 6.25 2.42 8.14 --- ---
Hussman Strategic Growth HSGFX 4.15 3.99 3.99 3.03 -7.24 -7.93
Hussman Strategic International HSIEX 0.12 -3.37 -2.38 -1.52 -0.74 -2.14
Hussman Strategic Value HSVLX 1.84 -0.25 -0.53 2.70 -0.56 -1.76
American Beacon Ionic Strat Arbtrg A IONAX 0.12 -1.20 -0.48 -0.72 -0.36 ---
American Beacon Ionic Strat Arbtrg C IONCX 0.12 -1.70 -0.62 -1.46 -1.09 ---
American Beacon Ionic Strat Arbtrg Instl IONIX 0.24 -0.84 -0.36 -0.33 0.03 ---
American Beacon Ionic Strat Arbtrg Inv IONPX 0.12 -1.20 -0.48 -0.69 -0.36 ---
American Beacon Ionic Strat Arbtrg Y IONYX 0.24 -0.84 -0.36 -0.34 -0.03 ---
JPMorgan Research Market Neutral A JMNAX -2.40 0.21 -0.90 -0.08 1.09 0.64
JPMorgan Research Market Neutral C JMNCX -2.42 -0.22 -1.04 -0.61 0.58 0.14
JPMorgan Research Market Neutral I JMNSX -2.36 0.41 -0.86 0.19 1.36 0.89
JPMorgan Research Market Neutral L JPMNX -2.38 0.53 -0.85 0.32 1.50 1.06
James Alpha Relative Value Portfolio S JRSVX -0.68 0.39 -0.88 1.25 --- ---
James Alpha Relative Value A JRVAX -0.69 0.10 -0.98 0.95 --- ---
James Alpha Relative Value C JRVCX -0.69 0.10 -0.98 0.95 --- ---
James Alpha Relative Value I JRVIX -0.69 0.10 -0.98 0.95 --- ---
QS Global Market Neutral A LNFIX -1.55 -0.88 -0.20 -0.82 --- ---
QS Global Market Neutral IS LQISX -1.53 -0.58 -0.10 -0.51 --- ---
QS Global Market Neutral C LQNCX -1.55 --- -0.39 --- --- ---
QS Global Market Neutral I LQNIX -1.54 -0.58 -0.10 -0.51 --- ---
Merger Investor MERFX 0.95 6.34 2.11 7.98 3.97 2.46
Merger Institutional MERIX 1.02 6.63 2.18 8.30 4.31 2.76
Invesco Global Market Neutral A MKNAX 1.21 0.00 1.32 -0.85 -1.21 ---
Invesco Global Market Neutral C MKNCX 1.25 -0.67 1.14 -1.64 -1.95 ---
Invesco Global Market Neutral R5 MKNFX 1.31 0.11 1.31 -0.63 -0.97 ---
Invesco Global Market Neutral R MKNRX 1.22 -0.33 1.22 -1.18 -1.46 ---
Invesco Global Market Neutral R6 MKNSX 1.31 0.22 1.31 -0.63 -0.97 ---
Invesco Global Market Neutral Y MKNYX 1.31 0.22 1.42 -0.62 -0.97 ---
MProved Systematic Merger Arbitrage Inv MMAJX 1.65 4.50 2.65 --- --- ---
MProved Systematic Merger Arbitrage Insl MMAQX 1.65 4.70 2.65 --- --- ---
Nuveen Equity Market Neutral I NIMEX 1.58 6.95 3.21 7.75 6.18 4.80
Nuveen Equity Market Neutral A NMAEX 1.52 6.69 3.13 7.46 5.92 4.53
Nuveen Equity Market Neutral C NMECX 1.46 5.97 2.92 6.66 5.12 3.76
PIMCO RAE Fundamental Advantage PLUS I2 PFAPX -0.39 0.26 0.40 2.66 2.31 -0.28
PIMCO RAE Fundamental AdvantagePLUS Inst PFATX -0.39 0.42 0.43 2.76 2.43 -0.19
Putnam PanAgora Market Neutral A PPMAX -0.54 -6.79 -1.50 -8.82 --- ---
Putnam PanAgora Market Neutral B PPMBX -0.44 -7.31 -1.62 -9.42 --- ---
Putnam PanAgora Market Neutral C PPMDX -0.44 -7.31 -1.62 -9.42 --- ---
Putnam PanAgora Market Neutral R PPMLX -0.43 -6.90 -1.50 -9.02 --- ---
Putnam PanAgora Market Neutral R6 PPMRX -0.43 -6.58 -1.39 -8.61 --- ---
Putnam PanAgora Market Neutral M PPMVX -0.54 -7.20 -1.61 -9.32 --- ---
Putnam PanAgora Market Neutral Y PPMYX -0.43 -6.58 -1.39 -8.61 --- ---
Palmer Square SSI Alternative Inc A PSCAX -0.30 0.73 0.10 1.04 2.84 1.24
Palmer Square SSI Alternative Inc I PSCIX -0.30 1.05 0.10 1.42 3.13 1.51
PIMCO RAE Fundamental Advantage PLUS A PTFAX -0.50 -0.05 0.24 2.29 1.99 -0.61
AQR Diversified Arbitrage R6 QDARX -0.74 3.63 0.21 5.19 5.39 ---
AQR Equity Market Neutral I QMNIX -0.84 -13.22 -3.80 -14.05 -0.28 ---
AQR Equity Market Neutral N QMNNX -0.84 -13.35 -3.82 -14.27 -0.54 ---
AQR Equity Market Neutral R6 QMNRX -0.93 -13.14 -3.80 -13.98 -0.20 ---
SilverPepper Merger Arbitrage Advisor SPABX 0.27 0.54 -0.54 1.31 2.57 3.52
SilverPepper Merger Arbitrage Instl SPAIX 0.27 0.81 -0.44 1.57 2.77 3.75
AlphaCore Statistical Arbitrage Instl STAKX -0.48 -15.66 -7.19 -18.11 --- ---
AlphaCore Statistical Arbitrage N STTKX -0.40 -15.79 -7.13 --- --- ---
Touchstone Arbitrage Institutional TARBX 0.10 -1.62 -1.22 -1.32 1.71 1.32
Touchstone Arbitrage C TMACX 0.00 -2.65 -1.50 -2.43 0.55 0.18
Touchstone Arbitrage A TMARX 0.00 -2.05 -1.34 -1.75 1.30 0.91
Touchstone Arbitrage Y TMAYX 0.10 -1.72 -1.22 -1.42 1.61 1.23
Touchstone Merger Arbitrage A TMGAX -0.29 -2.03 -1.55 -1.77 1.36 0.76
Touchstone Merger Arbitrage C TMGCX -0.31 -2.64 -1.74 -2.47 0.62 -0.01
Touchstone Merger Arbitrage Instl TMGLX -0.29 -1.70 -1.42 -1.36 1.75 1.13
Touchstone Merger Arbitrage Y TMGYX -0.19 -1.71 -1.43 -1.46 1.66 1.04
Vivaldi Merger Arbitrage A VARAX 0.96 1.83 1.74 2.10 2.45 ---
Vivaldi Merger Arbitrage I VARBX 1.04 2.11 1.81 2.38 2.76 ---
Vanguard Market Neutral Inv VMNFX 1.36 2.55 0.17 2.32 0.31 2.05
Vanguard Market Neutral I VMNIX 1.45 2.67 0.25 2.42 0.40 2.15
Westwood Market Neutral Income Instl WMNIX 0.00 0.13 1.52 -1.10 1.54 ---
Westwood Market Neutral Income Ultra WMNUX 0.00 0.20 1.54 -1.02 1.66 ---
Zacks Market Neutral Institutional ZMNIX 0.00 -2.91 -0.38 -1.89 -0.10 1.18
Zacks Market Neutral Investor ZMNVX 0.00 -3.10 -0.36 -2.14 -0.05 1.51
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