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SilverPepper Merger Arbitrage Instl (SPAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.830.00 (0.00%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.32%
5-year average return2.21%
Number of years up8
Number of years down1
Best 1-yr total return (30 Oct 2023)8.49%
Worst 1-yr total return (30 Oct 2023)N/A
Best 3-yr total return8.49%
Worst 3-yr total return-0.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPAIXCategory
YTD4.32%4.64%
1-month0.08%-0.23%
3-month2.07%1.87%
1-year4.60%13.76%
3-year4.09%6.25%
5-year2.21%5.34%
10-year2.96%4.15%
Last bull market3.91%8.78%
Last bear market0.18%-6.83%

Annual total return (%) history

Year
SPAIXCategory
2023
N/AN/A
2022
2.53%N/A
2021
5.23%N/A
2020
-5.66%6.69%
2019
5.26%7.68%
2018
0.44%1.61%
2017
1.76%4.30%
2016
4.30%4.11%
2015
8.49%-0.75%
2014
2.44%1.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20230.53%1.49%2.16%N/A
20220.45%0.18%0.45%1.43%
20210.10%1.90%2.33%0.82%
2020-8.26%1.27%0.87%0.67%
20192.19%-0.36%1.61%1.73%
2018-0.09%0.63%0.00%-0.10%
20170.18%1.09%-0.09%0.57%
20161.51%0.93%0.83%0.98%
20151.69%1.17%1.45%3.95%
20140.10%0.59%0.69%1.04%

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year4.60%
3-year4.09%
5-year2.21%
10-year2.96%