YHD - Delayed Quote CAD

Vertex Arbitrage Fund (VERTEXARBITR.TO)

10.75 0.00 (0.00%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return --
5y Average Return --
Number of Years Up 2
Number of Years Down --
Best 1Y Total Return 3.41%
Worst 1Y Total Return 2.29%
Best 3Y Total Return 3.41%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VERTEXARBITR.TO
Category
YTD
1.02%
0.00%
1-Month
-1.33%
0.00%
3-Month
0.45%
0.00%
1-Year
2.06%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
VERTEXARBITR.TO
Category
2018
--
--
2017
1.97%
--
2016
4.77%
--
2015
2.29%
--
2014
3.41%
4.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -0.05% 1.94% 0.69% --
2017 0.91% 1.47% 0.66% -1.07%
2016 2.38% -0.34% 1.28% 1.38%
2015 1.32% -1.34% 0.78% 1.54%
2014 0.91% 1.22% 0.31% 0.92%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 2.06%
3-Year --
5-Year --
10-Year --

Performance & Risk

Fund Overview

Category Alternative Strategies
Fund Family Vertex One Asset Management Inc
Net Assets 69.07M
YTD Return 1.02%
Yield 0.00%
Morningstar Rating --
Inception Date Oct 31, 2013

Fund Summary

The principal investment objective is to generate consistent, positive returns, with low volatility and low correlation to equity markets. With the majority of the return in the form of capital gains the fund will be a tax efficient investment vehicle.

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