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Merger Institutional (MERIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.16+0.05 (+0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.88%
5-year average return2.99%
Number of years up9
Number of years down1
Best 1-yr total return (1 Jul 2024)7.98%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return7.98%
Worst 3-yr total return1.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMERIXCategory
YTD0.65%4.64%
1-month0.59%-0.23%
3-month0.06%1.87%
1-year6.21%13.76%
3-year1.53%6.25%
5-year3.00%5.34%
10-year2.92%4.15%
Last bull market2.73%8.78%
Last bear market-1.73%-6.83%

Annual total return (%) history

Year
MERIXCategory
2024
N/AN/A
2023
4.51%N/A
2022
1.01%N/A
2021
0.10%N/A
2020
5.15%6.69%
2019
6.32%7.68%
2018
7.98%1.61%
2017
2.74%4.30%
2016
2.94%4.11%
2015
-0.52%-0.75%
2014
1.63%1.57%
2013
N/A7.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.59%0.06%N/AN/A
20230.12%-1.08%3.51%1.95%
20220.23%-1.73%1.47%1.07%
20210.92%0.69%-1.70%0.21%
2020-2.34%2.40%1.81%3.27%
20192.15%0.42%1.85%1.76%
20182.46%3.33%0.00%1.98%
20170.90%1.40%0.38%0.04%
20161.05%0.00%0.71%1.15%
20151.41%-0.57%-2.67%1.36%
20140.50%2.43%-0.85%-0.43%
20131.50%N/AN/AN/A

Rank in category (by total return)

YTD42
1-month31
3-month41
1-year23
3-year33
5-year53

Load adjusted returns

1-year6.21%
3-year1.53%
5-year3.00%
10-year2.92%