Performance
Historical Track Record
Competitor Comparison
The above graph compares our returns to three well known mutual fund competitors; the IQ Merger Arbitrage ETF (MNA), The Merger Fund (MERFX), and The Arbitrage Fund (ARBFX).
Comparison to Investment Grade Bonds
Many of our investors utilize Merger-Arbitrage to diversify the fixed-income allocation of their overall diversified portfolio. This graph compares the performance between a widely-held intermediate duration bond fund (VBILX) and our strategy.