AEFCX - Arbitrage Event-Driven C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return2.99%
5-Year Average Return0.46%
Number of Years Up2
Number of Years Down2
Best 1 Yr Total Return (Oct 30, 2017)4.68%
Worst 1 Yr Total Return (Oct 30, 2017)-9.06%
Best 3-Yr Total Return4.68%
Worst 3-Yr Total Return-2.55%

Trailing Returns (%) Vs. Benchmarks

ReturnAEFCXCategory
YTD2.99%2.01%
1-Month0.43%0.45%
3-Month1.09%1.16%
1-Year4.38%3.65%
3-Year-1.13%0.95%
5-Year0.46%1.02%
10-Year0.00%0.85%
Last Bull Market8.10%3.97%
Last Bear Market-4.68%-2.66%

Annual Total Return (%) History

Year
AEFCXCategory
2017
N/AN/A
2016
4.28%2.23%
2015
-9.06%-0.25%
2014
-2.41%0.76%
2013
4.68%2.92%
2012
N/A0.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20170.67%1.54%0.33%N/A
20161.97%0.79%1.46%0.00%
20150.00%-2.49%-6.06%-0.72%
20140.30%2.08%-2.42%-2.31%
20130.41%0.62%1.64%1.94%
2012-0.41%1.49%N/AN/A

Rank In Category (By Total Return)

YTD46
1-Month42
3-Month43
1-Year41
3-Year80
5-Year69

Load Adjusted Returns

1-Year3.38%
3-Year-1.13%
5-Year0.46%
10-YearN/A