Market Neutral: Total Returns

Data through 12/7/2018. 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 -0.68 -0.51 -0.28 -0.40 1.00 0.50
AC Alternatives® Market Neutral Val C ACVHX -1.26 -4.18 -0.95 -3.31 -0.43 0.61
AC Alternatives® Market Neutral Val I ACVKX -1.25 -3.11 -0.77 -2.11 0.75 1.82
AC Alternatives® Market Neutral Val A ACVQX -1.29 -3.59 -0.90 -2.66 0.28 1.35
AC Alternatives® Market Neutral Val Inv ACVVX -1.17 -3.25 -0.78 -2.33 0.57 1.62
AC Alternatives® Market Neutral Val R ACVWX -1.32 -3.85 -0.91 -2.90 0.05 1.10
AQR Diversified Arbitrage I ADAIX -0.95 2.85 -0.85 3.76 5.58 1.17
AQR Diversified Arbitrage N ADANX -1.06 2.63 -0.95 3.43 5.29 0.93
Arbitrage Event-Driven R AEDFX 0.11 0.11 0.00 0.70 2.98 -0.28
Arbitrage Event-Driven I AEDNX 0.10 0.32 0.10 0.94 3.23 -0.05
Arbitrage Event-Driven C AEFCX 0.00 -0.54 -0.22 -0.11 2.21 -1.04
Arbitrage Event-Driven A AGEAX 0.11 0.21 0.00 0.73 3.03 -0.27
AC Alternatives® Equity Market Netr Inv ALHIX -1.31 0.36 0.54 -0.44 -0.06 0.07
AC Alternatives® Equity Market Netr A ALIAX -1.35 0.09 0.46 -0.73 -0.33 -0.18
AC Alternatives® Equity Market Netr C ALICX -1.38 -0.60 0.30 -1.38 -1.05 -0.92
AC Alternatives® Equity Market Netr R5 ALIGX -1.28 0.52 0.61 -0.17 --- ---
AC Alternatives® Equity Market Netr R ALIRX -1.39 -0.19 0.38 -1.03 -0.59 -0.43
AC Alternatives® Equity Market Netr I ALISX -1.28 0.52 0.61 -0.26 0.14 0.28
AC Alternatives® Equity Market Netr Y ALYIX -1.28 0.61 0.61 -0.17 --- ---
Arbitrage C ARBCX 0.57 0.82 1.40 1.11 1.90 1.18
Arbitrage R ARBFX 0.62 1.49 1.57 1.91 2.67 1.96
Absolute Convertible Arbitrage Instl ARBIX -0.29 1.96 -0.29 2.20 --- ---
Arbitrage I ARBNX 0.61 1.68 1.60 2.12 2.89 2.19
Arbitrage A ARGAX 0.63 1.50 1.58 1.88 2.63 1.94
BlackRock Event Driven Equity Inv A BALPX 1.10 5.40 2.34 5.71 5.85 5.40
BlackRock Event Driven Equity Inv C BCLPX 1.10 4.68 2.22 4.94 5.11 4.64
BlackRock Global Long/Short Equity Inv A BDMAX -0.50 0.33 -0.66 0.00 1.39 1.15
BlackRock Global Long/Short Equity Inv C BDMCX -0.52 -0.34 -0.86 -0.69 0.62 0.41
BlackRock Global Long/Short Equity Instl BDMIX -0.49 0.58 -0.57 0.25 1.65 1.42
BlackRock Global Long/Short Equity K BGCKX -0.49 0.58 -0.57 0.33 --- ---
BlackRock Event Driven Equity Instl BILPX 1.17 5.76 2.47 6.01 6.16 5.69
Victory Market Neutral Income A CBHAX 1.25 3.22 0.24 3.78 4.42 3.01
Victory Market Neutral Income C CBHCX 1.16 2.58 0.07 3.02 3.62 2.24
Victory Market Neutral Income I CBHIX 1.14 3.54 0.32 3.96 4.66 3.29
Causeway Global Absolute Return Instl CGAIX -2.65 8.78 5.65 9.02 3.23 1.01
Causeway Global Absolute Return Inv CGAVX -2.68 8.64 5.60 8.76 3.05 0.81
Calamos Market Neutral Income I CMNIX -0.67 2.98 -0.26 3.53 4.18 3.40
Cognios Market Neutral Large Cap Instl COGIX -3.36 5.56 -2.57 5.25 2.81 4.58
Cognios Market Neutral Large Cap Inv COGMX -3.41 5.33 -2.60 5.02 2.54 4.32
Convergence Market Neutral Institutional CPMNX -3.13 3.24 -2.36 3.33 --- ---
Invesco All Cap Market Neutral A CPNAX -2.55 0.72 1.69 -1.18 -3.51 ---
Invesco All Cap Market Neutral C CPNCX -2.65 0.00 1.51 -1.83 -4.24 ---
Invesco All Cap Market Neutral R5 CPNFX -2.51 1.06 1.79 -0.71 -3.21 ---
Invesco All Cap Market Neutral R CPNRX -2.46 0.48 1.71 -1.31 -3.76 ---
Invesco All Cap Market Neutral R6 CPNSX -2.51 1.07 1.79 -0.71 -3.22 ---
Invesco All Cap Market Neutral Y CPNYX -2.40 1.07 1.79 -0.82 -3.25 ---
Calamos Market Neutral Income C CVSCX -0.87 1.91 -0.57 2.41 3.14 2.36
Calamos Market Neutral Income A CVSIX -0.74 2.68 -0.31 3.24 3.92 3.13
Gabelli Entpr Mergers & Acquisitions AAA EAAAX -1.60 -1.14 -2.32 -0.19 4.14 3.27
Gabelli Entpr Mergers & Acquisitions A EMAAX -1.63 -1.36 -2.42 -0.40 3.92 3.05
Gabelli Entpr Mergers & Acquisitions C EMACX -1.64 -1.85 -2.51 -0.96 3.37 2.49
Gabelli Entpr Mergers & Acquisitions Y EMAYX -1.58 -0.89 -2.26 0.08 4.41 3.54
Federated Absolute Return A FMAAX -1.52 -14.88 -3.56 -13.34 -6.21 -2.17
Federated Absolute Return B FMBBX -1.69 -15.53 -3.77 -13.92 -6.89 -2.92
Federated Absolute Return Institutional FMIIX -1.62 -14.73 -3.51 -13.16 -5.97 -1.94
Federated Absolute Return C FMRCX -1.69 -15.50 -3.68 -13.98 -6.89 -2.92
Gabelli ABC AAA GABCX -0.57 0.77 -0.38 1.20 2.13 1.98
Gabelli ABC Advisor GADVX -0.58 0.49 -0.39 0.92 1.89 1.73
Kellner Merger Investor GAKAX 0.38 0.76 0.28 0.86 1.22 1.86
Kellner Merger Institutional GAKIX 0.46 1.02 0.37 1.12 1.49 2.22
GMO Alpha Only IV GAPOX 1.52 -3.80 3.50 -2.73 0.06 -0.86
GMO Alpha Only III GGHEX 1.52 -3.81 3.50 -2.74 0.02 -0.90
Gotham Master Neutral Institutional GMNFX -0.48 1.18 1.08 2.08 --- ---
Gotham Neutral 500 Institutional GONFX -0.59 4.52 1.64 6.17 --- ---
Gotham Neutral Institutional GONIX -0.68 -2.57 0.20 -2.29 0.58 0.06
Grant Park Absolute Return A GPHAX 0.74 -13.63 0.63 -13.76 3.87 ---
Grant Park Absolute Return C GPHCX 0.76 -14.22 0.43 -14.35 3.06 ---
Grant Park Absolute Return I GPHIX 0.73 -13.38 0.63 -13.50 4.10 ---
Grant Park Absolute Return N GPHNX 0.74 -13.64 0.63 -13.70 3.80 ---
Guggenheim Market Neutral Rel Est A GUMAX 1.18 -0.19 4.22 0.71 --- ---
Guggenheim Market Neutral Rel Est C GUMCX 1.01 -1.03 3.89 -0.19 --- ---
Guggenheim Market Neutral Rel Est Instl GUMNX 1.06 -0.12 4.16 0.79 --- ---
Guggenheim Market Neutral Rel Est P GUMPX 0.91 -0.51 3.94 0.40 --- ---
Highland Merger Arbitrage A HMEAX -0.14 5.80 1.43 7.20 --- ---
Highland Merger Arbitrage C HMECX -0.19 5.22 1.29 6.58 --- ---
Highland Merger Arbitrage Z HMEZX -0.14 6.15 1.51 7.58 --- ---
Hussman Strategic Growth HSGFX 2.79 5.90 6.75 5.09 -6.38 -7.40
Hussman Strategic International HSIEX -1.84 -4.27 -3.73 -3.54 -1.38 -2.38
Hussman Strategic Value HSVLX -0.97 -1.45 -1.49 -1.33 -0.84 -1.92
American Beacon Ionic Strat Arbtrg A IONAX -1.09 -2.17 -1.22 -2.23 -0.54 ---
American Beacon Ionic Strat Arbtrg C IONCX -1.11 -2.68 -1.36 -2.88 -1.27 ---
American Beacon Ionic Strat Arbtrg Instl IONIX -1.08 -1.79 -1.08 -1.73 -0.16 ---
American Beacon Ionic Strat Arbtrg Inv IONPX -1.09 -2.16 -1.21 -2.21 -0.55 ---
American Beacon Ionic Strat Arbtrg Y IONYX -1.08 -1.79 -1.08 -1.85 -0.22 ---
JPMorgan Research Market Neutral A JMNAX -0.28 0.28 -1.45 0.88 1.09 0.45
JPMorgan Research Market Neutral C JMNCX -0.30 -0.15 -1.56 0.41 0.58 -0.05
JPMorgan Research Market Neutral I JMNSX -0.27 0.47 -1.46 1.12 1.34 0.70
JPMorgan Research Market Neutral L JPMNX -0.26 0.66 -1.36 1.30 1.50 0.89
James Alpha Relative Value Portfolio S JRSVX -1.94 -0.39 -2.32 0.05 --- ---
James Alpha Relative Value A JRVAX -1.95 -0.69 -2.33 -0.24 --- ---
James Alpha Relative Value C JRVCX -1.95 -0.69 -2.33 -0.24 --- ---
James Alpha Relative Value I JRVIX -1.95 -0.69 -2.33 -0.24 --- ---
QS Global Market Neutral A LNFIX -3.95 -2.92 -1.77 -2.01 0.01 ---
QS Global Market Neutral IS LQISX -3.92 -2.61 -1.76 -1.79 0.35 ---
QS Global Market Neutral C LQNCX -4.05 --- -2.07 --- --- ---
QS Global Market Neutral I LQNIX -3.92 -2.62 -1.76 -1.79 0.31 ---
Merger Investor MERFX 1.12 7.34 2.39 7.57 4.25 2.69
Merger Institutional MERIX 1.13 7.64 2.47 7.88 4.57 2.99
Invesco Global Market Neutral A MKNAX -4.87 -4.56 -2.77 -4.61 -2.83 ---
Invesco Global Market Neutral C MKNCX -4.83 -5.25 -2.86 -5.30 -3.58 ---
Invesco Global Market Neutral R5 MKNFX -4.72 -4.41 -2.63 -4.45 -2.58 ---
Invesco Global Market Neutral R MKNRX -4.82 -4.82 -2.80 -4.86 -3.05 ---
Invesco Global Market Neutral R6 MKNSX -4.82 -4.31 -2.74 -4.35 -2.58 ---
Invesco Global Market Neutral Y MKNYX -4.72 -4.31 -2.63 -4.35 -2.58 ---
MProved Systematic Merger Arbitrage Inv MMAJX 2.68 7.10 4.59 --- --- ---
MProved Systematic Merger Arbitrage Insl MMAQX 2.68 7.40 4.68 --- --- ---
Nuveen Equity Market Neutral I NIMEX 0.16 6.61 2.73 6.19 5.80 4.37
Nuveen Equity Market Neutral A NMAEX 0.12 6.36 2.68 5.93 5.54 4.10
Nuveen Equity Market Neutral C NMECX 0.04 5.58 2.45 5.14 4.75 3.33
PIMCO RAE Fundamental Advantage PLUS I2 PFAPX -1.57 -0.93 -0.59 -0.27 1.97 -0.47
PIMCO RAE Fundamental AdvantagePLUS Inst PFATX -1.57 -0.76 -0.46 -0.16 2.06 -0.38
Putnam PanAgora Market Neutral A PPMAX -2.51 -9.32 -3.56 -10.41 --- ---
Putnam PanAgora Market Neutral B PPMBX -2.63 -9.95 -3.69 -11.03 --- ---
Putnam PanAgora Market Neutral C PPMDX -2.63 -9.95 -3.69 -11.03 --- ---
Putnam PanAgora Market Neutral R PPMLX -2.51 -9.43 -3.56 -10.52 --- ---
Putnam PanAgora Market Neutral R6 PPMRX -2.50 -9.11 -3.44 -10.11 --- ---
Putnam PanAgora Market Neutral M PPMVX -2.52 -9.74 -3.58 -10.82 --- ---
Putnam PanAgora Market Neutral Y PPMYX -2.50 -9.11 -3.44 -10.11 --- ---
Palmer Square SSI Alternative Inc A PSCAX -0.20 0.73 -0.20 0.94 3.06 1.24
Palmer Square SSI Alternative Inc I PSCIX -0.20 1.05 -0.20 1.22 3.31 1.51
PIMCO RAE Fundamental Advantage PLUS A PTFAX -1.61 -1.26 -0.67 -0.59 1.64 -0.80
AQR Diversified Arbitrage R6 QDARX -0.95 2.97 -0.85 3.87 5.67 ---
AQR Equity Market Neutral I QMNIX -1.97 -14.86 -4.14 -15.33 -1.86 ---
AQR Equity Market Neutral N QMNNX -1.89 -14.99 -4.16 -15.56 -2.12 ---
AQR Equity Market Neutral R6 QMNRX -1.88 -14.69 -4.04 -15.25 -1.78 ---
SilverPepper Merger Arbitrage Advisor SPABX 0.73 0.91 -0.63 1.49 2.60 3.61
SilverPepper Merger Arbitrage Instl SPAIX 0.72 1.17 -0.62 1.66 2.83 3.82
AlphaCore Statistical Arbitrage Instl STAKX -0.08 -15.72 -6.28 -16.63 --- ---
AlphaCore Statistical Arbitrage N STTKX -0.08 -15.93 -6.30 --- --- ---
Touchstone Arbitrage Institutional TARBX -0.41 -1.72 -1.72 -1.42 1.48 1.25
Touchstone Arbitrage C TMACX -0.54 -2.86 -2.03 -2.55 0.31 0.09
Touchstone Arbitrage A TMARX -0.42 -2.16 -1.85 -1.75 1.07 0.85
Touchstone Arbitrage Y TMAYX -0.41 -1.83 -1.73 -1.43 1.37 1.17
Touchstone Merger Arbitrage A TMGAX -0.59 -2.31 -2.22 -1.97 1.10 0.68
Touchstone Merger Arbitrage C TMGCX -0.62 -2.94 -2.35 -2.68 0.35 -0.09
Touchstone Merger Arbitrage Instl TMGLX -0.57 -1.98 -2.17 -1.65 1.50 1.03
Touchstone Merger Arbitrage Y TMGYX -0.58 -1.99 -2.09 -1.66 1.41 0.97
Vivaldi Merger Arbitrage A VARAX 1.90 3.38 2.39 3.55 2.81 ---
Vivaldi Merger Arbitrage I VARBX 1.88 3.64 2.46 3.81 3.12 ---
Vanguard Market Neutral Inv VMNFX -3.57 -0.37 -3.17 -0.51 -1.11 1.30
Vanguard Market Neutral I VMNIX -3.59 -0.35 -3.18 -0.42 -1.06 1.38
Westwood Market Neutral Income Instl WMNIX 0.00 0.13 1.11 0.39 1.88 ---
Westwood Market Neutral Income Ultra WMNUX 0.00 0.20 1.13 0.47 1.99 ---
Zacks Market Neutral Institutional ZMNIX -1.16 -4.93 -1.32 -5.00 -0.93 0.80
Zacks Market Neutral Investor ZMNVX -1.17 -5.14 -1.39 -5.21 -0.92 1.12