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Merger Investor (MERFX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.02-0.01 (-0.06%)
As of 8:00PM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return2.11%
5-Year Average Return2.27%
Number of Years Up24
Number of Years Down3
Best 1 Yr Total Return (Jun 29, 2017)11.04%
Worst 1 Yr Total Return (Jun 29, 2017)-5.67%
Best 3-Yr Total Return11.04%
Worst 3-Yr Total Return1.06%

Trailing Returns (%) Vs. Benchmarks

ReturnMERFXCategory
YTD2.11%0.66%
1-Month0.13%0.11%
3-Month1.33%0.02%
1-Year3.83%2.71%
3-Year0.81%0.35%
5-Year2.27%0.88%
10-Year2.17%0.72%
Last Bull Market4.35%3.81%
Last Bear Market-4.06%-2.39%

Annual Total Return (%) History

Year
MERFXCategory
2017
N/AN/A
2016
2.61%2.23%
2015
-0.82%-0.25%
2014
1.43%0.76%
2013
3.61%2.92%
2012
3.61%0.18%
2011
1.66%-0.30%
2010
3.41%-2.00%
2009
8.52%-1.18%
2008
-2.26%-0.33%
2007
2.96%2.03%
2006
10.98%4.78%
2005
0.81%2.88%
2004
2.71%2.72%
2003
11.04%0.37%
2002
-5.67%8.82%
2001
2.01%7.29%
2000
17.58%2.11%
1999
17.39%-2.60%
1998
5.35%1.19%
1997
11.65%11.65%
1996
9.95%9.95%
1995
14.15%14.15%
1994
7.13%7.13%
1993
17.69%17.69%
1992
5.34%5.34%
1991
16.84%16.84%
1990
1.10%1.10%
1989
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20170.77%1.33%N/AN/A
20160.98%-0.06%0.58%1.09%
20151.41%-0.69%-2.73%1.25%
20140.50%2.36%-0.85%-0.56%
20130.25%0.06%1.89%1.37%
20121.09%0.06%1.08%1.34%
20112.41%0.50%-4.00%2.90%
20101.74%-1.45%2.25%0.88%
20092.51%2.18%1.73%1.84%
2008-3.79%0.62%1.72%-0.74%
20072.75%1.99%1.10%-2.83%
20064.09%2.29%2.11%2.07%
2005-0.45%0.91%1.87%-1.49%
20041.64%-0.97%-1.37%3.46%
20030.29%5.08%2.56%2.73%
2002-0.74%-5.87%-2.46%3.51%
20011.10%1.21%-0.82%0.52%
20005.03%4.20%4.90%2.41%
19993.53%5.90%3.16%3.78%
19980.92%3.57%-6.02%7.25%
19971.13%3.85%3.58%2.63%
19963.82%2.39%1.53%1.88%
19953.80%1.68%4.96%3.04%
19941.00%2.67%3.27%0.03%
19932.26%5.48%3.82%5.09%
19922.26%-1.23%5.05%-0.72%
19913.69%4.99%2.63%4.57%
1990-1.01%3.80%-10.04%9.38%
19892.69%-0.48%0.53%N/A

Rank In Category (By Total Return)

YTD39
1-Month54
3-Month28
1-Year43
3-Year48
5-Year26

Load Adjusted Returns

1-Year3.83%
3-Year0.81%
5-Year2.27%
10-Year2.17%