Market Neutral: Total Returns

Data through 3/21/2019. 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 -0.63 0.12 0.29 -0.47 0.78 0.26
AC Alternatives® Market Neutral Val C ACVHX -1.91 -2.24 -2.46 -2.96 -1.68 0.14
AC Alternatives® Market Neutral Val I ACVKX -1.83 -1.83 -2.13 -1.74 -0.47 1.38
AC Alternatives® Market Neutral Val A ACVQX -1.90 -2.00 -2.31 -2.20 -0.95 0.90
AC Alternatives® Market Neutral Val Inv ACVVX -1.86 -1.96 -2.27 -1.97 -0.68 1.15
AC Alternatives® Market Neutral Val R ACVWX -1.83 -2.05 -2.36 -2.45 -1.19 0.67
AQR Diversified Arbitrage I ADAIX 0.56 2.86 2.74 4.19 6.33 1.35
AQR Diversified Arbitrage N ADANX 0.56 2.85 2.74 4.01 6.11 1.13
Arbitrage Event-Driven R AEDFX -0.21 1.72 2.50 0.53 2.77 -0.21
Arbitrage Event-Driven I AEDNX -0.21 1.82 2.59 0.71 3.01 0.04
Arbitrage Event-Driven C AEFCX -0.32 1.53 2.21 -0.28 1.99 -0.96
Arbitrage Event-Driven A AGEAX -0.21 1.72 2.50 0.49 2.81 -0.19
AC Alternatives® Equity Market Netr Inv ALHIX -1.54 -0.82 -0.37 0.37 0.30 0.39
AC Alternatives® Equity Market Netr A ALIAX -1.59 -0.85 -0.38 0.11 0.07 0.15
AC Alternatives® Equity Market Netr C ALICX -1.65 -1.04 -0.62 -0.68 -0.68 -0.62
AC Alternatives® Equity Market Netr R5 ALIGX -1.41 -0.71 -0.36 0.45 --- ---
AC Alternatives® Equity Market Netr R ALIRX -1.54 -0.87 -0.39 -0.07 -0.18 -0.09
AC Alternatives® Equity Market Netr I ALISX -1.50 -0.71 -0.18 0.63 0.53 0.60
AC Alternatives® Equity Market Netr Y ALYIX -1.41 -0.71 -0.36 0.46 --- ---
Arbitrage C ARBCX -0.08 0.57 1.15 1.27 1.72 1.50
Arbitrage R ARBFX 0.08 0.78 1.34 2.11 2.53 2.28
Absolute Convertible Arbitrage Instl ARBIX 0.58 2.65 3.15 3.55 --- ---
Arbitrage I ARBNX 0.08 0.84 1.38 2.32 2.74 2.53
Arbitrage A ARGAX 0.00 0.79 1.34 2.08 2.48 2.27
BlackRock Event Driven Equity Inv A BALPX -0.11 1.89 2.92 6.51 5.17 5.11
BlackRock Event Driven Equity Inv C BCLPX -0.12 1.72 2.74 5.80 4.44 4.37
BlackRock Global Long/Short Equity Inv A BDMAX -1.54 0.50 0.41 3.22 3.97 1.47
BlackRock Global Long/Short Equity Inv C BDMCX -1.51 0.34 0.26 2.47 3.24 0.73
BlackRock Global Long/Short Equity Instl BDMIX -1.52 0.49 0.49 3.46 4.27 1.74
BlackRock Global Long/Short Equity K BGCKX -1.44 0.57 0.49 3.65 --- ---
BlackRock Event Driven Equity Instl BILPX -0.10 1.93 3.03 6.70 5.46 5.41
Victory Market Neutral Income A CBHAX -0.21 -0.52 -1.21 2.71 3.44 3.01
Victory Market Neutral Income C CBHCX -0.32 -0.63 -1.40 1.98 2.68 2.23
Victory Market Neutral Income I CBHIX -0.21 -0.41 -1.14 3.09 3.74 3.29
Causeway Global Absolute Return Instl CGAIX -3.77 -6.95 -8.12 3.74 0.70 -0.52
Causeway Global Absolute Return Inv CGAVX -3.92 -7.02 -8.15 3.51 0.52 -0.74
Calamos Market Neutral Income I CMNIX 0.52 2.98 3.31 3.29 4.79 3.50
Cognios Market Neutral Large Cap Instl COGIX 0.29 -1.91 -1.25 1.28 0.55 4.25
Cognios Market Neutral Large Cap Inv COGMX 0.20 -2.03 -1.36 0.90 0.30 3.99
Convergence Market Neutral Institutional CPMNX -3.37 -5.78 -5.36 -4.57 2.21 ---
Invesco All Cap Market Neutral A CPNAX -0.28 -7.47 -7.59 -6.98 -4.74 0.40
Invesco All Cap Market Neutral C CPNCX -0.44 -7.68 -7.81 -7.63 -5.47 -0.38
Invesco All Cap Market Neutral R5 CPNFX -0.14 -7.35 -7.47 -6.54 -4.41 0.70
Invesco All Cap Market Neutral R CPNRX -0.28 -7.46 -7.70 -7.08 -4.99 0.14
Invesco All Cap Market Neutral R6 CPNSX -0.27 -7.36 -7.59 -6.55 -4.42 0.68
Invesco All Cap Market Neutral Y CPNYX -0.27 -7.50 -7.61 -6.69 -4.53 0.63
Calamos Market Neutral Income C CVSCX 0.39 2.70 2.94 2.23 3.71 2.46
Calamos Market Neutral Income A CVSIX 0.53 2.88 3.22 3.08 4.52 3.23
Gabelli Entpr Mergers & Acquisitions AAA EAAAX 0.07 5.69 6.72 2.10 5.29 3.62
Gabelli Entpr Mergers & Acquisitions A EMAAX 0.00 5.55 6.70 1.85 5.05 3.40
Gabelli Entpr Mergers & Acquisitions C EMACX 0.00 5.45 6.57 1.28 4.48 2.83
Gabelli Entpr Mergers & Acquisitions Y EMAYX 0.00 5.67 6.75 2.28 5.54 3.86
Federated Absolute Return A FMAAX 0.93 2.97 3.58 -14.16 -4.40 -2.05
Federated Absolute Return B FMBBX 0.96 2.82 3.45 -14.81 -5.07 -2.78
Federated Absolute Return Institutional FMIIX 0.92 2.93 3.66 -14.01 -4.17 -1.80
Federated Absolute Return C FMRCX 0.85 2.71 3.34 -14.88 -5.13 -2.79
Gabelli ABC AAA GABCX 0.20 2.09 2.50 2.20 2.39 2.15
Gabelli ABC Advisor GADVX 0.10 1.91 2.35 1.85 2.11 1.88
Kellner Merger Investor GAKAX -0.09 1.52 2.20 2.12 1.38 1.87
Kellner Merger Institutional GAKIX -0.09 1.48 2.24 2.27 1.60 2.21
GMO Alpha Only IV GAPOX -3.17 -4.26 -5.46 -5.74 -1.43 -1.25
GMO Alpha Only III GGHEX -3.17 -4.26 -5.42 -5.77 -1.47 -1.29
Gotham Master Neutral Institutional GMNFX -1.84 -0.59 -0.59 -0.85 --- ---
Gotham Neutral 500 Institutional GONFX -2.43 -1.49 -1.32 0.99 --- ---
Gotham Neutral Institutional GONIX -1.84 -0.78 -0.78 -4.33 0.03 -0.43
Guggenheim Market Neutral Rel Est A GUMAX 1.09 1.81 2.25 -1.35 3.72 ---
Guggenheim Market Neutral Rel Est C GUMCX 1.01 1.58 2.03 -2.30 2.90 ---
Guggenheim Market Neutral Rel Est Instl GUMNX 1.10 1.83 2.27 -1.33 3.90 ---
Guggenheim Market Neutral Rel Est P GUMPX 1.09 1.79 2.24 -1.70 3.59 ---
Highland Merger Arbitrage A HMEAX -0.22 1.55 1.89 7.71 --- ---
Highland Merger Arbitrage C HMECX -0.22 1.45 1.73 7.06 --- ---
Highland Merger Arbitrage Z HMEZX -0.16 1.65 1.99 8.08 --- ---
Hussman Strategic Growth HSGFX -3.10 -7.12 -6.29 -0.55 -8.01 -8.32
Hussman Strategic International HSIEX -0.95 -1.06 -0.16 -6.41 -2.41 -2.91
Hussman Strategic Value HSVLX -4.32 -3.60 -3.97 -5.73 -4.20 -2.92
American Beacon Ionic Strat Arbtrg A IONAX 0.54 2.75 2.75 -1.12 -0.11 ---
American Beacon Ionic Strat Arbtrg C IONCX 0.54 2.62 2.62 -1.86 -0.85 ---
American Beacon Ionic Strat Arbtrg Instl IONIX 0.53 2.72 2.86 -0.82 0.26 ---
American Beacon Ionic Strat Arbtrg Inv IONPX 0.54 2.61 2.75 -1.20 -0.15 ---
American Beacon Ionic Strat Arbtrg Y IONYX 0.53 2.87 2.87 -0.82 0.18 ---
JPMorgan Research Market Neutral A JMNAX 1.48 0.14 0.49 1.36 2.81 0.55
JPMorgan Research Market Neutral C JMNCX 1.44 0.00 0.38 0.86 2.28 0.05
JPMorgan Research Market Neutral I JMNSX 1.48 0.13 0.53 1.58 3.05 0.79
JPMorgan Research Market Neutral L JPMNX 1.52 0.13 0.59 1.74 3.20 0.98
James Alpha Relative Value Portfolio S JRSVX 1.66 6.42 7.19 5.71 --- ---
James Alpha Relative Value A JRVAX 1.56 6.23 7.11 5.20 --- ---
James Alpha Relative Value C JRVCX 1.56 6.23 7.11 5.20 --- ---
James Alpha Relative Value I JRVIX 1.56 6.23 7.11 5.20 --- ---
QS Global Market Neutral A LNFIX -0.99 0.40 0.81 -3.84 0.96 ---
QS Global Market Neutral IS LQISX -0.89 0.50 0.91 -3.39 1.35 ---
QS Global Market Neutral C LQNCX -1.00 0.30 0.71 --- --- ---
QS Global Market Neutral I LQNIX -0.99 0.50 0.91 -3.50 1.31 ---
Merger Investor MERFX 0.42 1.83 2.45 6.24 4.58 2.90
Merger Institutional MERIX 0.42 1.90 2.52 6.60 4.91 3.21
Invesco Global Market Neutral A MKNAX -1.99 -4.34 -4.05 -7.39 -3.54 -1.74
Invesco Global Market Neutral C MKNCX -2.06 -4.49 -4.34 -8.15 -4.32 -2.47
Invesco Global Market Neutral R5 MKNFX -2.12 -4.44 -4.16 -7.34 -3.36 -1.53
Invesco Global Market Neutral R MKNRX -2.17 -4.54 -4.25 -7.75 -3.80 -2.01
Invesco Global Market Neutral R6 MKNSX -1.97 -4.30 -4.01 -7.09 -3.31 -1.50
Invesco Global Market Neutral Y MKNYX -2.12 -4.44 -4.16 -7.24 -3.32 -1.52
MProved Systematic Merger Arbitrage Inv MMAJX -0.10 0.77 0.87 10.73 --- ---
MProved Systematic Merger Arbitrage Insl MMAQX -0.10 0.87 0.87 10.93 --- ---
Nuveen Equity Market Neutral I NIMEX -3.64 -7.71 -8.25 -3.83 2.49 3.21
Nuveen Equity Market Neutral A NMAEX -3.65 -7.75 -8.33 -4.08 2.24 2.95
Nuveen Equity Market Neutral C NMECX -3.73 -7.92 -8.48 -4.75 1.48 2.19
PIMCO RAE Fundamental Advantage PLUS I2 PFAPX -1.21 -0.51 -1.01 -1.93 1.05 -0.91
PIMCO RAE Fundamental AdvantagePLUS Inst PFATX -1.20 -0.51 -0.98 -1.74 1.18 -0.78
Putnam PanAgora Market Neutral A PPMAX -1.09 -1.41 -1.09 -7.54 --- ---
Putnam PanAgora Market Neutral B PPMBX -1.10 -1.64 -1.21 -8.19 --- ---
Putnam PanAgora Market Neutral C PPMDX -1.10 -1.64 -1.21 -8.19 --- ---
Putnam PanAgora Market Neutral R PPMLX -1.09 -1.53 -1.09 -7.66 --- ---
Putnam PanAgora Market Neutral R6 PPMRX -1.09 -1.41 -0.98 -7.33 --- ---
Putnam PanAgora Market Neutral M PPMVX -1.21 -1.64 -1.21 -7.98 --- ---
Putnam PanAgora Market Neutral Y PPMYX -1.09 -1.41 -0.98 -7.33 --- ---
Palmer Square SSI Alternative Inc A PSCAX 0.60 2.33 2.43 2.07 4.25 1.45
Palmer Square SSI Alternative Inc I PSCIX 0.60 2.33 2.44 2.41 4.54 1.71
PIMCO RAE Fundamental Advantage PLUS A PTFAX -1.23 -0.62 -1.12 -2.18 0.74 -1.18
AQR Diversified Arbitrage R6 QDARX 0.67 2.86 2.86 4.42 6.49 ---
AQR Equity Market Neutral I QMNIX -1.40 -1.95 -1.40 -13.81 -1.45 ---
AQR Equity Market Neutral N QMNNX -1.41 -2.06 -1.60 -14.10 -1.73 ---
AQR Equity Market Neutral R6 QMNRX -1.40 -1.95 -1.49 -13.80 -1.41 ---
SilverPepper Merger Arbitrage Advisor SPABX 0.18 1.66 2.14 1.75 2.04 3.55
SilverPepper Merger Arbitrage Instl SPAIX 0.27 1.83 2.20 2.00 2.29 3.80
Core Market Neutral Instl STAKX 1.36 3.77 2.68 -13.71 --- ---
Core Market Neutra N STTKX 1.37 3.70 2.69 -13.86 --- ---
Touchstone Arbitrage Institutional TARBX 1.03 3.49 4.09 2.28 1.60 1.84
Touchstone Arbitrage C TMACX 1.08 3.30 3.88 1.20 0.44 0.67
Touchstone Arbitrage A TMARX 1.05 3.44 4.02 1.96 1.20 1.43
Touchstone Arbitrage Y TMAYX 1.04 3.40 4.12 2.19 1.47 1.74
Touchstone Merger Arbitrage A TMGAX 1.08 3.40 4.51 2.47 1.76 1.42
Touchstone Merger Arbitrage C TMGCX 1.02 3.25 4.37 1.79 1.01 0.66
Touchstone Merger Arbitrage Instl TMGLX 1.15 3.62 4.66 2.96 2.22 1.82
Touchstone Merger Arbitrage Y TMGYX 1.06 3.55 4.60 2.80 2.08 1.72
Vivaldi Merger Arbitrage A VARAX 0.00 0.85 1.40 4.22 2.05 ---
Vivaldi Merger Arbitrage I VARBX 0.00 0.94 1.49 4.49 2.36 ---
Vanguard Market Neutral Inv VMNFX -2.57 -5.25 -4.92 -6.37 -2.91 0.12
Vanguard Market Neutral I VMNIX -2.58 -5.27 -4.94 -6.35 -2.86 0.20
Westwood Market Neutral Income Instl WMNIX 0.90 2.66 2.64 2.16 3.31 ---
Westwood Market Neutral Income Ultra WMNUX 0.90 2.66 2.55 2.15 3.42 ---
Zacks Market Neutral Institutional ZMNIX -1.72 -0.08 -0.63 -3.90 -2.20 0.03
Zacks Market Neutral Investor ZMNVX -1.70 -0.15 -0.67 -4.18 -2.28 0.27