MERKX - Merk Hard Currency Fund Class Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating
Year-to-Date Return1.09%
5-Year Average Return-3.46%
Number of Years Up6
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-1.96%5.11%
1-Month-2.60%-0.27%
3-Month-0.77%2.64%
1-Year-5.07%4.10%
3-Year-2.17%1.72%
5-Year-4.12%0.68%
10-Year-1.18%2.70%
Last Bull Market2.14%4.24%
Last Bear Market-7.98%-1.98%

Annual Total Return (%) History

Year
MERKXCategory
2019
N/AN/A
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
2019-0.76%1.43%N/AN/A
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)

YTD100
1-Month100
3-Month100
1-Year100
3-Year100
5-Year100

Load Adjusted Returns

1-Year-5.07%
3-Year-2.17%
5-Year-4.12%
10-Year-1.18%