U.S. Markets closed

Arbitrage Event-Driven A (AGEAX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
9.330.00 (0.00%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return1.31%
5-Year Average Return0.10%
Number of Years Up1
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2017)5.17%
Worst 1 Yr Total Return (Apr 29, 2017)-8.29%
Best 3-Yr Total Return5.17%
Worst 3-Yr Total Return-1.79%

Trailing Returns (%) Vs. Benchmarks

ReturnAGEAXCategory
YTD1.31%0.87%
1-Month0.54%0.21%
3-Month1.20%0.92%
1-Year4.04%2.77%
3-Year-1.66%0.68%
5-Year0.10%0.94%
10-Year0.00%0.88%
Last Bull Market8.58%3.86%
Last Bear Market-4.39%-2.39%

Annual Total Return (%) History

Year
AGEAXCategory
2017
N/AN/A
2016
5.17%2.23%
2015
-8.29%-0.25%
2014
-1.80%0.76%
2013
N/A2.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20170.77%N/AN/AN/A
20162.18%0.90%1.67%0.33%
20150.21%-2.26%-5.89%-0.51%
20140.39%2.36%-2.31%-2.18%
20131.83%2.12%N/AN/A

Rank In Category (By Total Return)

YTD51
1-Month38
3-Month48
1-Year34
3-Year89
5-Year74

Load Adjusted Returns

1-Year0.66%
3-Year-2.73%
5-Year-0.56%
10-YearN/A