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    Merger Investor (MERFX)

    15.37 Up 0.05(0.33%) May 2

    Performance Overview as of Mar 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:0.98%
    5-Year Average Return:1.60%
    Number of Years Up:23
    Number of Years Down:3
    Best 1 Yr Total Return (2003-12-31):11.04%
    Worst 1 Yr Total Return (2002-12-31):-5.67%
    Best 3-Yr Total Return (N/A):4.82%
    Worst 3-Yr Total Return (N/A):1.39%
    Load Adjusted Returns 
    1-Year:-1.24%
    3-Year:1.63%
    5-Year:1.60%
    10-Year:2.93%
    Trailing Returns (%) vs. Benchmarks 
    ReturnMERFXCategoryDiffIndex*Diff
    Year To Date0.98N/AN/AN/AN/A
    1-Month1.64N/AN/AN/AN/A
    3-Month0.98N/AN/AN/AN/A
    1-Year-1.24N/AN/AN/AN/A
    3-Year1.63N/AN/AN/AN/A
    5-Year1.60N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)4.35N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-4.06N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearMERFXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -0.82N/AN/A
    2014
     
    1.43N/AN/A
    2013
     
    3.61N/AN/A
    2012
     
    3.61N/AN/A
    2011
     
    1.66N/AN/A
    2010
     
    3.41N/AN/A
    2009
     
    8.52N/AN/A
    2008
     
    -2.26N/AN/A
    2007
     
    2.96N/AN/A
    2006
     
    10.98N/AN/A
    2005
     
    0.81N/AN/A
    2004
     
    2.71N/AN/A
    2003
     
    11.04N/AN/A
    2002
     
    -5.67N/AN/A
    2001
     
    2.01N/AN/A
    2000
     
    17.58N/AN/A
    1999
     
    17.39N/AN/A
    1998
     
    5.35N/AN/A
    1997
     
    11.65N/AN/A
    1996
     
    9.95N/AN/A
    1995
     
    14.15N/AN/A
    1994
     
    7.13N/AN/A
    1993
     
    17.69N/AN/A
    1992
     
    5.34N/AN/A
    1991
     
    16.84N/AN/A
    1990
     
    1.10N/AN/A
    1989N/AN/AN/A
    Past Quarterly Returns (%) for MERFX 
    Q1Q2Q3Q4
    20160.98N/AN/AN/A
    20151.41-0.69-2.731.25
    20140.502.36-0.85-0.56
    20130.250.061.891.37
    20121.090.061.081.34
    20112.410.50-4.002.90
    20101.74-1.452.250.88
    20092.512.181.731.84
    2008-3.790.621.72-0.74
    20072.751.991.10-2.83
    20064.092.292.112.07
    2005-0.450.911.87-1.49
    20041.64-0.97-1.373.46
    20030.295.082.562.73
    2002-0.74-5.87-2.463.51
    20011.101.21-0.820.52
    20005.034.204.902.41
    19993.535.903.163.78
    19980.923.57-6.027.25
    19971.133.853.582.63
    19963.822.391.531.88
    19953.801.684.963.04
    19941.002.673.270.03
    19932.265.483.825.09
    19922.26-1.235.05-0.72
    19913.694.992.634.57
    1990-1.013.80-10.049.38
    19892.69-0.480.53N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date45N/A
    1-Month25N/A
    3-Month45N/A
    6-Month27N/A
    1-Year61N/A
    3-Year48N/A
    5-Year38N/A