Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEDNX (THE ARBITRAGE EVENT-DRIVEN FUND CLASS I) | 1.80% | 7.38% | 6.86% | 2.90% | 4.24% | 2.82% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEDNX (THE ARBITRAGE EVENT-DRIVEN FUND CLASS I) | 10/04/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 7.38 | 6.86 | 2.90 | 4.24 | 2.82 | NA | … | … | 1.80 | 7.57 | 2.27 | 5.90 | -0.63 | 1.18 | 13.41 | 4.76 | -0.15 | 3.90 | 5.37 | -10.53 | -1.53 | 5.68 | 1.99 | 3.50 | 1.75 |
| Sharpe Ratio | NA | 2.04 | 1.24 | 0.11 | 0.51 | NA | NA | … | … | 0.73 | 1.71 | -1.42 | 0.39 | -0.37 | 0.27 | 1.09 | 1.62 | -0.33 | 1.38 | 2.35 | -2.43 | -0.67 | 3.34 | 0.59 | 0.45 | 1.80 |
| Standard Deviation(%) | NA | 2.44 | 3.07 | 4.03 | 5.14 | NA | NA | … | … | 3.20 | 2.81 | 3.04 | 4.23 | 5.52 | 4.33 | 12.01 | 2.07 | 4.45 | 2.38 | 2.20 | 4.35 | 2.32 | 1.69 | 3.31 | 7.67 | 4.02 |
| Draw Down(%) | NA | 1.37 | 2.37 | 8.94 | 12.24 | NA | NA | … | … | 1.37 | 2.05 | 2.37 | 3.65 | 6.42 | 5.82 | 12.24 | 1.65 | 4.86 | 1.77 | 1.85 | 12.41 | 4.93 | 0.71 | 3.88 | 6.21 | 1.47 |
| Yield(%) | 0.00 | 0.99 | 0.70 | 0.40 | 0.58 | 1.14 | 0.93 | … | … | 0.00 | 1.02 | 0.21 | 0.76 | 0.00 | 0.00 | 0.27 | 0.48 | 1.74 | 0.64 | 0.00 | 0.00 | 2.49 | 0.84 | 2.58 | 6.22 | 1.14 |
Data as of 06/05/2026, Common starting date is 10/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEDNX (THE ARBITRAGE EVENT-DRIVEN FUND CLASS I) |
-2.63%
Oct 2013 – Oct 2016 |
-0.87%
Jun 2014 – Jun 2019 |
1.62%
May 2013 – May 2023 |
2.73%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEDNX (THE ARBITRAGE EVENT-DRIVEN FUND CLASS I) |
7.29%
Apr 2018 – Apr 2021 |
5.63%
Jan 2016 – Jan 2021 |
4.39%
Dec 2015 – Dec 2025 |
2.79%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart