Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 yearsNo rating
Historical performance
| Period | AltShares Merger Arbitrage | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 2.13% | 8.72% | 7.23% | 9.98% |
| 1 week | 0.18% | 0.89% | 3.54% | 1.21% |
| 1 month | 0.23% | 1.20% | 1.49% | 1.89% |
| 6 months | 2.15% | 6.65% | 4.46% | 7.84% |
| 1 year | 3.83% | 16.47% | 17.67% | 17.89% |
| 3 years | 17.79% | 62.42% | 74.07% | 49.07% |
| All | 28.66% | 44.21% | 1139.20% | 4036.87% |