Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARCFX (THE ARBITRAGE CREDIT OPPORTUNITIES FUND CLASS R) | 1.83% | 4.21% | 5.35% | 3.36% | 3.52% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARCFX (THE ARBITRAGE CREDIT OPPORTUNITIES FUND CLASS R) | 12/05/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 4.21 | 5.35 | 3.36 | 3.52 | NA | NA | … | … | 1.83 | 4.62 | 5.26 | 7.01 | -2.93 | 3.09 | 6.43 | 5.28 | 1.70 | 1.05 | 4.34 | -1.26 | -1.74 | 1.90 | -0.20 |
| Sharpe Ratio | NA | 1.20 | 1.29 | 0.38 | 0.73 | NA | NA | … | … | 1.21 | 1.17 | 0.96 | 1.57 | -1.35 | 2.20 | 1.12 | 2.58 | 0.19 | 0.22 | 2.41 | -0.98 | -0.94 | 0.70 | -2.18 |
| Standard Deviation(%) | NA | 1.36 | 1.66 | 2.11 | 2.51 | NA | NA | … | … | 1.24 | 1.50 | 1.71 | 2.15 | 3.24 | 1.40 | 5.49 | 1.48 | 1.69 | 1.82 | 1.71 | 1.32 | 1.88 | 2.66 | 1.36 |
| Draw Down(%) | NA | 0.40 | 0.72 | 5.67 | 8.38 | NA | NA | … | … | 0.20 | 0.71 | 0.72 | 1.03 | 5.67 | 0.59 | 8.38 | 0.31 | 1.47 | 1.25 | 0.84 | 2.47 | 3.28 | 3.52 | 0.30 |
| Yield(%) | 0.00 | 3.31 | 4.09 | 3.59 | 3.21 | 2.33 | 1.75 | … | … | 0.90 | 3.93 | 4.51 | 4.64 | 3.08 | 2.37 | 2.81 | 3.33 | 2.64 | 2.36 | 1.80 | 2.60 | 0.91 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARCFX (THE ARBITRAGE CREDIT OPPORTUNITIES FUND CLASS R) |
-0.45%
Jan 2013 – Jan 2016 |
0.77%
Nov 2013 – Nov 2018 |
1.82%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARCFX (THE ARBITRAGE CREDIT OPPORTUNITIES FUND CLASS R) |
5.88%
Jun 2022 – Jun 2025 |
5.21%
Mar 2020 – Mar 2025 |
3.60%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart