Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGCAX (THE ARBITRAGE CREDIT OPPORTUNITIES FUND CLASS A) | 1.92% | 4.20% | 5.21% | 3.34% | 3.56% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGCAX (THE ARBITRAGE CREDIT OPPORTUNITIES FUND CLASS A) | 06/03/2013 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 4.20 | 5.21 | 3.34 | 3.56 | NA | NA | … | … | 1.92 | 4.51 | 5.26 | 7.03 | -2.94 | 3.10 | 6.55 | 5.28 | 1.46 | 1.27 | 4.67 | -1.26 | 0.70 | 3.54 |
| Sharpe Ratio | NA | 1.20 | 1.28 | 0.40 | 0.76 | NA | NA | … | … | 1.64 | 1.10 | 0.97 | 1.54 | -1.35 | 2.13 | 1.16 | 2.62 | 0.04 | 0.34 | 2.50 | -1.03 | 0.52 | 3.14 |
| Standard Deviation(%) | NA | 1.38 | 1.67 | 2.13 | 2.51 | NA | NA | … | … | 1.39 | 1.48 | 1.69 | 2.21 | 3.25 | 1.45 | 5.43 | 1.45 | 1.77 | 1.82 | 1.78 | 1.26 | 1.31 | 1.95 |
| Draw Down(%) | NA | 0.30 | 0.82 | 5.69 | 8.43 | NA | NA | … | … | 0.20 | 0.81 | 0.82 | 1.04 | 5.69 | 0.69 | 8.43 | 0.31 | 1.37 | 1.25 | 0.95 | 2.48 | 2.10 | 1.30 |
| Yield(%) | 0.00 | 3.60 | 4.17 | 3.65 | 3.31 | 2.75 | 2.06 | … | … | 1.19 | 3.92 | 4.51 | 4.65 | 3.09 | 2.40 | 2.81 | 3.32 | 2.61 | 2.68 | 2.12 | 2.61 | 3.37 | 3.46 |
Data as of 06/08/2026, Common starting date is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGCAX (THE ARBITRAGE CREDIT OPPORTUNITIES FUND CLASS A) |
0.83%
Mar 2014 – Mar 2017 |
0.97%
Mar 2015 – Mar 2020 |
2.36%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGCAX (THE ARBITRAGE CREDIT OPPORTUNITIES FUND CLASS A) |
5.85%
Jun 2022 – Jun 2025 |
5.22%
Mar 2020 – Mar 2025 |
3.65%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart