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The Arbitrage Fund (ARBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.580.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.77%
5-year average return1.68%
Number of years up9
Number of years down2
Best 1-yr total return (1 May 2024)5.07%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return5.07%
Worst 3-yr total return0.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARBCXCategory
YTD0.86%4.64%
1-month1.47%-0.23%
3-month0.86%1.87%
1-year5.88%13.76%
3-year0.94%6.25%
5-year2.17%5.34%
10-year1.85%4.15%
Last bull market2.33%8.78%
Last bear market-3.12%-6.83%

Annual total return (%) history

Year
ARBCXCategory
2024
N/AN/A
2023
5.07%N/A
2022
-1.71%N/A
2021
0.07%N/A
2020
4.66%6.69%
2019
2.74%7.68%
2018
1.36%1.61%
2017
1.83%4.30%
2016
2.57%4.11%
2015
-0.10%-0.75%
2014
0.65%1.57%
2013
0.14%7.65%
2012
N/A5.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.86%N/AN/AN/A
20230.09%-0.88%2.67%3.16%
2022-0.50%-3.12%0.96%1.00%
20211.34%0.33%-1.15%-0.43%
2020-3.01%3.44%1.38%2.90%
20190.65%0.24%0.73%1.08%
2018-0.25%-0.25%0.25%1.61%
20170.81%1.04%0.08%-0.11%
20161.40%0.24%0.49%0.43%
20150.88%-0.79%-1.68%1.53%
2014-0.72%1.14%-0.48%0.73%
2013-0.56%0.00%0.32%0.38%
2012-0.62%0.53%N/AN/A

Rank in category (by total return)

YTD52
1-month21
3-month52
1-year44
3-year72
5-year82

Load adjusted returns

1-year4.88%
3-year0.94%
5-year2.17%
10-year1.85%