Find A Portfolio/Ticker
Comparison Box
MNA: IQ Merger Arbitrage ETF (ETF)
Basic Info 31.63 0(0.0%) January 27
| Asset Class: | Market Neutral |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 11/17/2009 |
| Last Dividend Date: | 12/30/2020 |
| 12-Mo. Yield | 2.34% |
| Expenses | 0.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/27/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | -0.3 | 0.4 | -1.0 | 0.3 | 2.8 | 2.0 | -1.6 | -3.2 | 2.7 | 4.7 | 2.1 | 6.0 | 4.2 | -0.3 | 5.2 | 4.4 | 2.2 | -0.5 | -4.4 | 0.9 |
| SR | NA | -1.72 | -0.21 | -0.17 | -0.07 | 0.32 | 0.19 | -0.51 | -0.7 | 0.16 | 0.85 | 0.16 | 1.59 | 0.7 | -0.06 | 0.64 | 0.61 | 0.22 | -0.04 | -0.42 | 1.03 |
| DD(%) | NA | 0.7 | 6.3 | 16.6 | 16.7 | 16.7 | 16.7 | 6.5 | 5.7 | 16.7 | 3.0 | 4.8 | 1.9 | 2.9 | 5.8 | 3.9 | 3.3 | 6.9 | 9.6 | 9.0 | 1.7 |
| SD(%) | NA | 4.3 | 5.9 | 9.8 | 8.1 | 7.1 | 8.1 | 5.9 | 4.6 | 15.1 | 3.8 | 4.9 | 3.4 | 5.6 | 5.1 | 8.1 | 7.2 | 9.7 | 12.8 | 10.5 | 8.0 |
| TR | NA | 0.37 | -5.23 | -0.13 | -0.05 | 0.27 | 0.15 | 6.48 | 1.92 | 0.06 | -4.1 | 0.04 | 0.81 | -0.33 | 0.03 | 0.56 | 0.24 | -4.24 | -0.01 | -0.08 | 0.17 |
| Alpha(%) | NA | -0.04 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | 0.03 | 0.01 | 0.0 | 0.02 | 0.02 | 0.0 | 0.02 | 0.01 | 0.01 | -0.01 | -0.01 | 0.03 |
| Beta(%) | NA | -0.2 | 0.0 | 0.12 | 0.12 | 0.08 | 0.11 | 0.0 | -0.02 | 0.42 | -0.01 | 0.18 | 0.07 | -0.12 | -0.1 | 0.09 | 0.18 | 0.0 | 0.41 | 0.58 | 0.49 |
| RS | NA | 0.09 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | 0.0 | 0.05 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Market Neutral Asset Class Trend Rankings |
Top Rated Funds in Market Neutral
Best Mutual Funds
- AGEAX (Arbitrage Event-Driven A) 0.09% (100%)
- ARBFX (Arbitrage R) 0.08% (96%)
- MERFX (Merger) 0.12% (93%)
- GABCX (Gabelli ABC AAA) 0.0% (86%)
- VMNFX (Vanguard Market Neutral Inv) 0.65% (82%)
- CMNIX (Calamos Market Neutral Income I) 0.14% (75%)
- SPAIX (SilverPepper Merger Arbitrage Instl) 0.09% (71%)
- ADANX (AQR Diversified Arbitrage N) 0.0% (68%)
- JMNAX (JPMorgan Research Market Neutral A) 0.16% (61%)
- HSIEX (Hussman Strategic International) 0.0% (43%)
Best ETFs
* Day change on 01/27/2023.Best Closed End Funds
* Day change on 01/27/2023.Latest Articles Related to MNA
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
