Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 yearsNo rating
Historical performance
| Period | AltShares Merger Arbitrage | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 2.32% | 12.55% | 13.28% | 11.14% |
| 1 week | 0.19% | 0.31% | 0.44% | 0.70% |
| 1 month | 0.27% | 3.31% | 3.16% | 2.43% |
| 6 months | 1.96% | 11.96% | 15.71% | 7.56% |
| 1 year | 3.48% | 19.46% | 21.72% | 18.93% |
| 3 years | 17.37% | 76.31% | 98.09% | 54.82% |
| All | 28.89% | 49.29% | 1209.14% | 4080.53% |