Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGEAX (THE ARBITRAGE EVENT-DRIVEN FUND CLASS A) | 1.34% | 6.60% | 6.47% | 2.60% | 3.94% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGEAX (THE ARBITRAGE EVENT-DRIVEN FUND CLASS A) | 05/31/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 6.60 | 6.47 | 2.60 | 3.94 | NA | NA | … | … | 1.34 | 8.41 | 2.00 | 5.61 | -0.91 | 1.01 | 13.08 | 4.43 | -0.27 | 3.60 | 5.17 | -10.40 | -1.79 | 4.10 |
| Sharpe Ratio | NA | 1.88 | 1.15 | 0.05 | 0.45 | NA | NA | … | … | 0.66 | 2.12 | -0.54 | 0.46 | -0.42 | 0.22 | 1.05 | 1.47 | -0.37 | 1.23 | 2.22 | -2.51 | -0.78 | 4.25 |
| Standard Deviation(%) | NA | 2.50 | 3.09 | 4.06 | 5.18 | NA | NA | … | … | 3.32 | 2.62 | 3.00 | 4.25 | 5.54 | 4.40 | 12.13 | 2.01 | 4.49 | 2.41 | 2.23 | 4.15 | 2.33 | 1.66 |
| Draw Down(%) | NA | 1.39 | 2.35 | 9.20 | 12.33 | NA | NA | … | … | 1.39 | 2.00 | 2.35 | 3.70 | 6.50 | 5.87 | 12.33 | 1.66 | 4.90 | 1.89 | 1.75 | 12.21 | 5.01 | 0.71 |
| Yield(%) | 0.00 | 0.46 | 0.34 | 0.19 | 0.35 | 0.43 | 0.32 | … | … | 0.00 | 0.48 | 0.00 | 0.48 | 0.00 | 0.00 | 0.15 | 0.23 | 1.53 | 0.32 | 0.00 | 0.00 | 2.36 | 0.73 |
Data as of 06/03/2026, Common starting date is 05/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGEAX (THE ARBITRAGE EVENT-DRIVEN FUND CLASS A) |
-2.73%
Oct 2013 – Oct 2016 |
-1.03%
Jun 2014 – Jun 2019 |
1.47%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGEAX (THE ARBITRAGE EVENT-DRIVEN FUND CLASS A) |
7.04%
Apr 2018 – Apr 2021 |
5.36%
Jan 2016 – Jan 2021 |
4.14%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart