UK markets close in 8 hours 28 minutes

Merger Investor (MERFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
17.09+0.01 (+0.06%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.35%
5-year average return2.47%
Number of years up30
Number of years down4
Best 1-yr total return (20 Jun 2024)8.52%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return8.52%
Worst 3-yr total return1.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMERFXCategory
YTD-0.06%4.64%
1-month0.35%-0.23%
3-month0.00%1.87%
1-year5.94%13.76%
3-year0.72%6.25%
5-year2.75%5.34%
10-year2.63%4.15%
Last bull market2.54%8.78%
Last bear market-1.78%-6.83%

Annual total return (%) history

Year
MERFXCategory
2024
N/AN/A
2023
4.18%N/A
2022
0.71%N/A
2021
-0.19%N/A
2020
4.87%6.69%
2019
5.96%7.68%
2018
7.68%1.61%
2017
2.39%4.30%
2016
2.61%4.11%
2015
-0.82%-0.75%
2014
1.43%1.57%
2013
3.61%7.65%
2012
3.61%5.36%
2011
1.66%1.02%
2010
3.41%5.86%
2009
8.52%14.30%
2008
-2.26%-14.90%
2007
2.96%3.88%
2006
10.98%11.01%
2005
0.81%4.52%
2004
2.71%7.67%
2003
11.04%11.61%
2002
-5.67%0.25%
2001
2.01%5.10%
2000
17.58%14.15%
1999
17.39%13.25%
1998
5.35%8.25%
1997
11.65%12.20%
1996
9.95%8.93%
1995
14.15%12.61%
1994
7.13%5.83%
1993
17.69%17.69%
1992
5.34%5.34%
1991
16.84%16.84%
1990
1.10%1.10%
1989
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.53%N/AN/AN/A
20230.06%-1.12%3.41%1.82%
20220.17%-1.78%1.35%1.00%
20210.86%0.63%-1.81%0.15%
2020-2.39%2.33%1.75%3.19%
20192.07%0.36%1.72%1.69%
20182.45%3.25%-0.12%1.92%
20170.77%1.33%0.31%-0.04%
20160.98%-0.06%0.58%1.09%
20151.41%-0.69%-2.73%1.25%
20140.50%2.36%-0.85%-0.56%
20130.25%0.06%1.89%1.37%
20121.09%0.06%1.08%1.34%
20112.41%0.50%-4.00%2.90%
20101.74%-1.45%2.25%0.88%
20092.51%2.18%1.73%1.84%
2008-3.79%0.62%1.72%-0.74%
20072.75%1.99%1.10%-2.83%
20064.09%2.29%2.11%2.07%
2005-0.45%0.91%1.87%-1.49%
20041.64%-0.97%-1.37%3.46%
20030.29%5.08%2.56%2.73%
2002-0.74%-5.87%-2.46%3.51%
20011.10%1.21%-0.82%0.52%
20005.03%4.20%4.90%2.41%
19993.53%5.90%3.16%3.78%
19980.92%3.57%-6.02%7.25%
19971.13%3.85%3.58%2.63%
19963.82%2.39%1.53%1.88%
19953.80%1.68%4.96%3.04%
19941.00%2.67%3.27%0.03%
19932.26%5.48%3.82%5.09%
19922.26%-1.23%5.05%-0.72%
19913.69%4.99%2.63%4.57%
1990-1.01%3.80%-10.04%9.38%
19892.69%-0.48%0.53%N/A

Rank in category (by total return)

YTD59
1-month80
3-month59
1-year71
3-year44
5-year66

Load adjusted returns

1-year0.11%
3-year-1.16%
5-year1.60%
10-year2.05%