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MERFX: Merger (MUTUAL FUND)
Basic Info 16.58 0(0.0%) May 26
| Asset Class: | Market Neutral |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 02/21/1989 |
| Last Dividend Date: | 12/21/2022 |
| 12-Mo. Yield | 0.79% |
| Expenses | 1.54% |
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Performance Analytics (As of 05/26/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | -1.8 | 3.5 | 2.4 | 3.3 | 2.9 | 3.0 | 4.9 | 4.2 | -0.5 | 4.9 | 6.0 | 7.7 | 2.4 | 2.6 | -0.8 | 1.4 | 3.7 | 3.5 | 1.7 | 3.4 | 8.5 | -2.3 | 3.0 | 11.0 | 0.8 | 2.7 | 11.0 | -5.7 | 2.0 | 17.6 | 17.4 | 5.4 | 11.7 | 10.0 | 14.2 | 7.1 | 8.5 | -0.0 | 10.6 | -5.3 | 5.2 |
| SR | NA | -2.28 | 0.07 | 0.35 | 0.46 | 0.53 | NA | 0.53 | 0.61 | -0.15 | 0.62 | 3.51 | 1.68 | 0.82 | 0.8 | -0.2 | 0.33 | 1.63 | 1.47 | 0.33 | 1.21 | 2.18 | -0.23 | -0.01 | 3.49 | -0.43 | 0.64 | 3.7 | -0.97 | -0.05 | 3.23 | 3.61 | 0.25 | 2.01 | 2.38 | 3.72 | 1.11 | 0.67 | -0.31 | 1.03 | -0.85 | 0.05 |
| DD(%) | NA | 3.2 | 3.2 | 5.9 | 9.4 | 9.4 | NA | 15.1 | 3.6 | 5.0 | 9.4 | 0.9 | 2.8 | 2.2 | 2.4 | 4.9 | 5.3 | 1.4 | 1.6 | 6.6 | 3.4 | 2.1 | 9.1 | 5.0 | 0.8 | 4.5 | 3.7 | 2.9 | 12.9 | 7.2 | 2.9 | 1.8 | 11.2 | 2.4 | 1.5 | 1.0 | 2.3 | 7.7 | 7.5 | 5.4 | 11.4 | 9.3 |
| SD(%) | NA | 4.1 | 5.0 | 3.8 | 4.5 | 4.0 | NA | 5.6 | 4.7 | 3.3 | 7.5 | 1.3 | 3.8 | 2.2 | 3.0 | 4.3 | 4.2 | 2.2 | 2.4 | 4.9 | 2.7 | 3.9 | 13.5 | 5.3 | 2.2 | 3.1 | 2.8 | 2.8 | 7.0 | 6.1 | 4.2 | 3.9 | 8.0 | 4.0 | 2.7 | 2.8 | 3.8 | 9.5 | 7.6 | 6.7 | 12.3 | 7.6 |
| TR | NA | -1.0 | 0.05 | 0.92 | 0.5 | 0.66 | NA | -6.82 | 1.07 | 0.7 | 0.49 | 1.6 | 0.75 | 0.25 | -0.33 | 0.07 | 0.09 | 0.22 | 3.5 | 0.13 | 0.13 | -1.06 | -0.12 | -0.01 | 0.8 | -0.11 | 0.25 | -1.02 | 0.51 | 0.03 | 6.16 | 4.59 | 0.28 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.03 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | 0.01 | 0.0 | 0.03 | -0.01 | 0.01 | 0.04 | -0.02 | 0.0 | 0.05 | 0.05 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.09 | 0.07 | 0.01 | 0.04 | 0.03 | NA | 0.0 | 0.03 | -0.01 | 0.09 | 0.03 | 0.09 | 0.07 | -0.07 | -0.12 | 0.15 | 0.16 | 0.01 | 0.12 | 0.25 | -0.08 | 0.26 | 0.06 | 0.1 | 0.12 | 0.07 | -0.1 | -0.13 | -0.09 | 0.02 | 0.03 | 0.07 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | 0.02 | 0.06 | 0.0 | 0.01 | 0.08 | 0.01 | 0.03 | 0.01 | 0.06 | 0.04 | 0.01 | 0.03 | 0.05 | 0.1 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/17/1994
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