Market Neutral: Total Returns

Data through 12/15/2017. 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 0.51 1.97 0.80 1.92 0.71 0.70
AC Alternatives® Market Neutral Val C ACVHX -0.63 -0.83 -1.13 -0.93 1.45 1.25
AC Alternatives® Market Neutral Val I ACVKX -0.49 0.35 -0.77 0.35 2.69 2.49
AC Alternatives® Market Neutral Val A ACVQX -0.51 -0.12 -0.89 -0.12 2.19 2.02
AC Alternatives® Market Neutral Val Inv ACVVX -0.40 0.16 -0.78 0.16 2.49 2.28
AC Alternatives® Market Neutral Val R ACVWX -0.42 -0.22 -0.90 -0.32 1.98 1.78
AQR Diversified Arbitrage I ADAIX 0.83 5.20 0.52 7.17 2.37 0.85
AQR Diversified Arbitrage N ADANX 0.94 4.98 0.52 6.92 2.13 0.60
Arbitrage Event-Driven R AEDFX 1.14 3.13 0.06 3.47 -0.05 0.75
Arbitrage Event-Driven I AEDNX 1.16 3.35 0.09 3.80 0.22 1.02
Arbitrage Event-Driven C AEFCX 1.09 2.44 -0.11 2.67 -0.79 0.00
Arbitrage Event-Driven A AGEAX 1.06 3.05 -0.01 3.39 -0.03 ---
AC Alternatives® Equity Market Netr Inv ALHIX -0.44 1.26 0.36 0.45 -0.41 1.33
AC Alternatives® Equity Market Netr A ALIAX -0.45 1.01 0.27 0.27 -0.66 1.07
AC Alternatives® Equity Market Netr C ALICX -0.49 0.40 0.10 -0.49 -1.38 0.34
AC Alternatives® Equity Market Netr R5 ALIGX -0.43 --- 0.44 --- --- ---
AC Alternatives® Equity Market Netr R ALIRX -0.47 0.85 0.19 0.00 -0.89 0.82
AC Alternatives® Equity Market Netr I ALISX -0.35 1.58 0.52 0.79 -0.17 1.56
AC Alternatives® Equity Market Netr Y ALYIX -0.35 --- 0.52 --- --- ---
Arbitrage C ARBCX 0.44 1.50 -0.59 1.58 1.64 1.09
Arbitrage R ARBFX 0.55 2.19 -0.37 2.35 2.40 1.85
Arbitrage I ARBNX 0.57 2.48 -0.32 2.63 2.66 2.10
Arbitrage A ARGAX 0.60 2.25 -0.39 2.41 2.39 ---
BlackRock Event Driven Equity Inv A BALPX 0.44 6.67 -1.30 7.04 4.03 9.89
BlackRock Event Driven Equity Inv C BCLPX 0.36 5.90 -1.55 6.31 3.25 9.07
BlackRock Global Long/Short Equity Inv A BDMAX -0.08 12.38 1.78 11.75 0.75 ---
BlackRock Global Long/Short Equity Inv C BDMCX -0.17 11.55 1.58 10.91 0.00 ---
BlackRock Global Long/Short Equity Instl BDMIX -0.08 12.57 1.77 12.05 1.01 ---
BlackRock Global Long/Short Equity K BGCKX -0.08 12.65 1.85 12.13 --- ---
BlackRock Event Driven Equity Instl BILPX 0.53 7.00 -1.15 7.36 4.32 10.20
Victory CEMP Market Neutral Income A CBHAX 1.26 6.75 1.79 6.98 3.40 1.75
Victory CEMP Market Neutral Income C CBHCX 1.16 5.99 1.59 6.10 2.64 0.99
Victory CEMP Market Neutral Income I CBHIX 1.35 7.10 1.88 7.22 3.69 2.05
Causeway Global Absolute Return Instl CGAIX 0.56 -8.97 2.03 -9.93 -1.33 1.21
Causeway Global Absolute Return Inv CGAVX 0.56 -9.14 2.05 -10.09 -1.53 0.94
Calamos Market Neutral Income I CMNIX 0.61 4.49 0.92 4.33 3.92 3.86
Castlemaine Event Driven CNEVX 3.36 1.84 1.56 2.70 --- ---
Castlemaine Market Neutral CNMNX 0.34 9.36 2.82 9.36 --- ---
Cognios Market Neutral Large Cap Instl COGIX 6.53 5.75 6.19 4.87 3.77 ---
Cognios Market Neutral Large Cap Inv COGMX 6.50 5.49 6.05 4.61 3.48 ---
Convergence Market Neutral Institutional CPMNX 0.94 3.25 2.47 2.66 --- ---
Invesco All Cap Market Neutral A CPNAX -2.04 -8.95 -2.14 -9.55 -0.94 ---
Invesco All Cap Market Neutral C CPNCX -2.21 -9.73 -2.51 -10.34 -1.72 ---
Invesco All Cap Market Neutral R5 CPNFX -2.02 -8.61 -2.12 -9.30 -0.69 ---
Invesco All Cap Market Neutral R CPNRX -2.16 -9.21 -2.26 -9.90 -1.21 ---
Invesco All Cap Market Neutral R6 CPNSX -2.12 -8.62 -2.12 -9.31 -0.72 ---
Invesco All Cap Market Neutral Y CPNYX -2.14 -8.82 -2.24 -9.42 -0.76 ---
Calamos Market Neutral Income C CVSCX 0.42 3.50 0.64 3.26 2.86 2.81
Calamos Market Neutral Income A CVSIX 0.54 4.25 0.84 4.09 3.64 3.59
Calamos Market Neutral Income R CVSRX 0.47 4.00 0.77 3.76 3.40 3.32
Calamos Market Neutral Income T CVSTX --- --- --- --- --- ---
Gabelli Entpr Mergers & Acquisitions AAA EAAAX 1.49 4.18 0.54 4.69 5.67 5.85
Gabelli Entpr Mergers & Acquisitions A EMAAX 1.52 3.95 0.48 4.47 5.43 5.63
Gabelli Entpr Mergers & Acquisitions C EMACX 1.50 3.44 0.37 3.92 4.87 5.06
Gabelli Entpr Mergers & Acquisitions T EMATX 1.51 --- 0.48 --- --- ---
Gabelli Entpr Mergers & Acquisitions Y EMAYX 1.55 4.45 0.58 4.94 5.92 6.12
Federated Absolute Return A FMAAX 2.29 4.79 4.02 3.91 -0.26 1.50
Federated Absolute Return B FMBBX 2.35 4.13 3.90 3.12 -0.99 0.76
Federated Absolute Return Institutional FMIIX 2.47 5.17 4.18 4.18 0.03 1.77
Federated Absolute Return C FMRCX 2.25 4.03 3.81 3.14 -0.99 0.74
Gabelli ABC AAA GABCX 0.39 1.77 0.10 2.08 2.81 2.73
Gabelli ABC Advisor GADVX 0.39 1.49 0.00 1.85 2.55 2.47
Kellner Merger Investor GAKAX 0.00 2.84 -1.13 2.84 2.02 2.55
Kellner Merger Institutional GAKIX -0.09 2.98 -1.11 3.08 2.25 2.90
GMO Alpha Only IV GAPOX -1.33 5.16 -1.73 5.32 0.40 -0.60
GMO Alpha Only III GGHEX -1.33 5.12 -1.74 5.25 0.34 -0.66
Gotham Master Neutral Institutional GMNFX 0.94 --- 1.25 --- --- ---
LMCG Global Market Neutral Institutional GMNIX -1.34 0.55 1.56 --- 0.33 ---
LMCG Global Market Neutral Investor GMNRX -1.44 0.27 1.48 0.09 0.06 ---
Gotham Neutral 500 Institutional GONFX 5.10 7.92 5.99 7.30 --- ---
Gotham Neutral Institutional GONIX -0.19 0.38 2.15 -0.29 -1.44 ---
Grant Park Absolute Return A GPHAX 2.59 16.95 7.42 17.19 --- ---
Grant Park Absolute Return C GPHCX 2.47 15.98 7.20 16.23 --- ---
Grant Park Absolute Return I GPHIX 2.67 17.17 7.57 17.53 --- ---
Grant Park Absolute Return N GPHNX 2.51 16.86 7.43 17.10 --- ---
Guggenheim Market Neutral Rel Est A GUMAX 0.94 5.89 1.01 4.78 --- ---
Guggenheim Market Neutral Rel Est C GUMCX 0.91 5.22 0.87 4.07 --- ---
Guggenheim Market Neutral Rel Est Instl GUMNX 0.97 6.16 1.05 5.04 --- ---
Guggenheim Market Neutral Rel Est P GUMPX 0.94 5.90 0.97 4.78 --- ---
Highland Merger Arbitrage A HMEAX 0.77 4.13 -1.13 4.18 --- ---
Highland Merger Arbitrage C HMECX 0.68 3.45 -1.29 3.50 --- ---
Highland Merger Arbitrage Z HMEZX 0.76 4.41 -1.03 4.58 --- ---
Hussman Strategic Growth HSGFX -1.42 -13.16 -2.79 -13.87 -11.75 -9.92
Hussman Strategic International HSIEX 1.94 1.36 0.34 2.40 -0.58 -0.95
Hussman Strategic Value HSVLX 1.60 -4.09 2.27 -6.14 -3.23 -0.83
American Beacon Ionic Strat Arbtrg A IONAX 0.34 -0.65 -0.11 -0.36 --- ---
American Beacon Ionic Strat Arbtrg C IONCX 0.23 -1.36 -0.34 -1.11 --- ---
American Beacon Ionic Strat Arbtrg Instl IONIX 0.33 -0.27 0.00 0.03 --- ---
American Beacon Ionic Strat Arbtrg Inv IONPX 0.34 -0.69 -0.22 -0.41 --- ---
American Beacon Ionic Strat Arbtrg Y IONYX 0.33 -0.43 -0.11 -0.13 --- ---
JPMorgan Research Market Neutral A JMNAX -0.99 4.64 0.31 4.49 -0.54 0.62
JPMorgan Research Market Neutral C JMNCX -1.06 4.16 0.18 4.00 -1.04 0.12
JPMorgan Research Market Neutral I JMNSX -0.96 4.89 0.36 4.81 -0.30 0.89
JPMorgan Research Market Neutral L JPMNX -0.94 5.08 0.35 4.94 -0.14 1.09
James Alpha Relative Value Portfolio S JRSVX 0.69 --- 0.49 --- --- ---
James Alpha Relative Value A JRVAX 0.79 --- 0.49 --- --- ---
James Alpha Relative Value C JRVCX 0.79 --- 0.49 --- --- ---
James Alpha Relative Value I JRVIX 0.79 --- 0.49 --- --- ---
QS Global Market Neutral A LNFIX -0.87 4.37 -1.63 3.63 --- ---
QS Global Market Neutral IS LQISX -0.77 4.76 -1.33 4.02 --- ---
QS Global Market Neutral I LQNIX -0.86 4.66 -1.53 3.92 --- ---
Merger Investor MERFX 1.20 2.04 -0.13 2.17 1.83 1.88
Merger Institutional MERIX 1.21 2.38 -0.06 2.50 2.16 ---
Invesco Global Market Neutral A MKNAX -0.74 -0.74 0.77 -1.53 -0.85 ---
Invesco Global Market Neutral C MKNCX -0.87 -1.47 0.58 -2.27 -1.57 ---
Invesco Global Market Neutral R5 MKNFX -0.63 -0.43 0.97 -1.12 -0.59 ---
Invesco Global Market Neutral R MKNRX -0.85 -1.05 0.67 -1.84 -1.09 ---
Invesco Global Market Neutral R6 MKNSX -0.74 -0.54 0.76 -1.23 -0.62 ---
Invesco Global Market Neutral Y MKNYX -0.84 -0.54 0.77 -1.33 -0.65 ---
Nuveen Equity Market Neutral I NIMEX 1.63 6.26 5.13 4.99 4.54 ---
Nuveen Equity Market Neutral A NMAEX 1.61 6.01 5.05 4.74 4.29 ---
Nuveen Equity Market Neutral C NMECX 1.53 5.24 4.86 3.94 3.50 ---
JPMorgan Multi-Cap Market Neutral A OGNAX 0.19 2.99 1.87 1.97 0.69 1.56
JPMorgan Multi-Cap Market Neutral C OGNCX 0.10 2.55 1.79 1.47 0.17 1.05
JPMorgan Multi-Cap Market Neutral I OGNIX 0.19 3.20 1.92 2.21 0.93 1.83
PIMCO RAE Fundamental Advantage PLUS P PFAPX 1.51 -1.60 1.31 -1.50 -0.13 0.32
PIMCO RAE Fundamental AdvantagePLUS Inst PFATX 1.51 -1.54 1.41 -1.35 0.02 0.40
PIMCO RAE Fundamental Advantage PLUS D PFSDX 1.45 -1.89 1.24 -1.79 -0.41 -0.01
Palmer Square SSI Alternative Inc A PSCAX 0.20 3.95 0.60 4.12 2.14 1.54
Palmer Square SSI Alternative Inc I PSCIX 0.20 4.18 0.60 4.32 2.40 1.76
PIMCO RAE Fundamental Advantage PLUS A PTFAX 1.54 -1.86 1.33 -1.76 -0.37 0.02
PIMCO RAE Fundamental Advantage PLUS C PTRCX 1.45 -2.58 1.03 -2.49 -1.17 -0.74
AQR Diversified Arbitrage R6 QDARX 0.83 5.32 0.52 7.30 2.47 ---
AQR Equity Market Neutral I QMNIX 0.00 6.85 2.16 7.48 9.78 ---
AQR Equity Market Neutral N QMNNX -0.08 6.61 2.08 7.16 9.51 ---
AQR Equity Market Neutral R6 QMNRX 0.00 6.93 2.15 7.54 9.84 ---
SilverPepper Merger Arbitrage Advisor SPABX 0.30 1.13 0.03 1.50 4.78 ---
SilverPepper Merger Arbitrage Instl SPAIX 0.30 1.30 0.03 1.67 4.98 ---
AlphaCore Statistical Arbitrage Instl STAKX -1.98 --- -1.33 --- --- ---
Touchstone Arbitrage Institutional TARBX 0.10 0.20 -0.76 0.49 3.02 ---
Touchstone Arbitrage C TMACX 0.01 -0.89 -1.09 -0.60 1.86 ---
Touchstone Arbitrage A TMARX 0.00 -0.19 -0.97 0.00 2.62 ---
Touchstone Arbitrage Y TMAYX 0.11 0.11 -0.76 0.40 2.95 ---
Touchstone Merger Arbitrage A TMGAX 0.07 0.99 -0.66 1.46 2.51 1.94
Touchstone Merger Arbitrage C TMGCX -0.03 0.26 -0.98 0.65 1.68 1.13
Touchstone Merger Arbitrage Instl TMGLX 0.15 1.43 -0.56 1.89 2.88 2.29
Touchstone Merger Arbitrage Y TMGYX 0.06 1.25 -0.65 1.72 2.76 2.21
Vivaldi Merger Arbitrage A VARAX 0.29 2.13 -0.85 2.19 --- ---
Vivaldi Merger Arbitrage I VARBX 0.28 2.41 -0.75 2.47 --- ---
Vanguard Market Neutral Inv VMNFX -0.25 -4.92 0.34 -5.10 0.62 3.04
Vanguard Market Neutral I VMNIX -0.34 -4.92 0.34 -5.11 0.68 3.14
Westwood Market Neutral Income Instl WMNIX -1.58 0.22 -2.07 0.54 --- ---
Westwood Market Neutral Income Ultra WMNUX -1.68 0.25 -2.16 0.60 --- ---
Zacks Market Neutral Institutional ZMNIX 0.98 -2.97 1.83 -3.18 2.02 0.59
Zacks Market Neutral Investor ZMNVX 0.93 -3.27 1.72 -3.54 2.36 1.11