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Merk Hard Currency Fund Class Investor (MERKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.570.00 (0.00%)
At close: 8:01PM EST

Performance Overview

Morningstar Return Rating
Year-to-Date Return1.09%
5-Year Average Return-3.46%
Number of Years Up7
Number of Years Down7
Best 1 Yr Total Return (Feb 3, 2019)15.18%
Worst 1 Yr Total Return (Feb 3, 2019)-12.08%
Best 3-Yr Total Return15.18%
Worst 3-Yr Total Return-7.86%

Trailing Returns (%) Vs. Benchmarks

ReturnMERKXCategory
YTD-0.11%3.89%
1-Month-0.65%0.15%
3-Month-1.70%-0.14%
1-Year2.44%4.22%
3-Year-1.41%2.91%
5-Year0.07%3.40%
10-Year-1.75%1.68%
Last Bull Market2.14%3.92%
Last Bear Market-7.98%-1.56%

Annual Total Return (%) History

Year
MERKXCategory
2020
N/AN/A
2019
0.87%6.73%
2018
-6.33%-1.48%
2017
9.08%6.87%
2016
-0.33%3.63%
2015
-12.08%-4.00%
2014
-8.48%1.72%
2013
-2.76%-2.62%
2012
4.11%8.09%
2011
-0.76%3.39%
2010
4.63%6.35%
2009
13.84%13.12%
2008
-4.94%-1.57%
2007
15.18%7.28%
2006
11.67%5.42%
2005
N/A-3.33%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-7.89%5.87%3.10%N/A
2019-0.76%1.43%-3.68%4.05%
20181.85%-5.02%-0.74%-2.45%
20171.53%4.96%3.08%-0.70%
20166.98%-0.41%0.00%-6.45%
2015-9.01%2.21%-3.51%-2.03%
20140.89%0.36%-6.24%-3.60%
2013-1.98%-4.03%3.76%-0.39%
20122.21%-2.99%4.20%0.77%
20113.16%2.33%-5.85%-0.15%
2010-1.33%-5.32%9.05%2.71%
2009-2.07%6.72%7.82%1.02%
20087.02%0.41%-8.79%-3.01%
20071.85%3.10%6.84%2.66%
20062.05%5.67%-0.36%3.93%
20051.66%-0.21%N/AN/A

Rank In Category (By Total Return)

YTD96
1-Month99
3-Month99
1-Year82
3-Year100
5-Year100

Load Adjusted Returns

1-Year2.44%
3-Year-1.41%
5-Year0.07%
10-Year-1.75%