AEDFX - Arbitrage Event-Driven R

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return3.68%
5-Year Average Return0.69%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Dec 30, 2017)5.40%
Worst 1 Yr Total Return (Dec 30, 2017)-8.31%
Best 3-Yr Total Return5.40%
Worst 3-Yr Total Return-1.80%

Trailing Returns (%) Vs. Benchmarks

ReturnAEDFXCategory
YTD3.68%2.37%
1-Month1.35%0.36%
3-Month0.59%0.79%
1-Year3.68%2.37%
3-Year-0.04%0.87%
5-Year0.69%1.13%
10-Year0.00%0.91%
Last Bull Market8.53%3.97%
Last Bear Market-4.20%-2.66%

Annual Total Return (%) History

Year
AEDFXCategory
2017
3.68%2.37%
2016
5.06%2.23%
2015
-8.31%-0.25%
2014
-1.69%0.76%
2013
5.40%2.92%
2012
1.77%0.18%
2011
3.29%-0.30%
2010
N/A-2.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20170.88%1.63%0.53%0.59%
20162.18%0.90%1.67%0.22%
20150.21%-2.26%-5.89%-0.52%
20140.49%2.26%-2.21%-2.17%
20130.52%0.82%1.84%2.13%
20122.56%-1.90%-0.41%1.56%
20111.09%0.89%-4.29%5.82%
20101.61%N/AN/AN/A

Rank In Category (By Total Return)

YTD45
1-Month10
3-Month52
1-Year45
3-Year67
5-Year70

Load Adjusted Returns

1-Year3.68%
3-Year-0.04%
5-Year0.69%
10-YearN/A