Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARBFX (THE ARBITRAGE FUND CLASS R) | 1.04% | 6.25% | 6.50% | 2.12% | 2.18% | 2.01% | 2.51% | … | … |
Data as of 06/05/2026, Common starting date is 12/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARBFX (THE ARBITRAGE FUND CLASS R) | 12/27/2000 | 06/05/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 6.25 | 6.50 | 2.12 | 2.18 | 2.01 | 2.51 | … | … | 1.04 | 8.01 | 2.61 | 5.94 | -3.83 | 0.31 | -1.47 | 3.57 | 2.12 | 2.60 | 3.38 | 0.61 | 1.44 | 0.85 | 0.28 | 4.49 | 1.44 | 10.05 | -0.63 | 7.13 | 5.87 | -0.24 | 0.57 | 10.82 | 7.91 | 5.25 | 12.80 |
| Sharpe Ratio | NA | 1.91 | 1.13 | -0.11 | 0.10 | NA | NA | … | … | -0.04 | 1.94 | -0.33 | 0.56 | -0.92 | 0.08 | -0.14 | 1.84 | 0.18 | 1.11 | 2.00 | 0.24 | 0.62 | 0.58 | 0.07 | 1.65 | 0.30 | 3.56 | -0.08 | 0.89 | 1.01 | -0.82 | -0.07 | 1.68 | 0.30 | 0.07 | 13,887,620.91 |
| Standard Deviation(%) | NA | 1.88 | 2.88 | 3.90 | 4.99 | NA | NA | … | … | 1.65 | 2.65 | 3.03 | 4.12 | 5.75 | 3.41 | 12.12 | 1.14 | 4.14 | 1.75 | 1.58 | 2.36 | 2.29 | 1.41 | 2.98 | 2.71 | 4.57 | 2.79 | 19.46 | 4.47 | 2.44 | 3.05 | 6.39 | 6.02 | 22.88 | 43.65 | 28.13 |
| Draw Down(%) | NA | 0.88 | 2.26 | 8.76 | 11.90 | NA | NA | … | … | 0.88 | 1.82 | 2.26 | 3.48 | 5.63 | 4.33 | 11.90 | 0.69 | 4.82 | 1.59 | 1.17 | 3.54 | 2.59 | 1.43 | 4.39 | 2.40 | 5.76 | 1.26 | 14.52 | 4.45 | 1.25 | 4.57 | 10.38 | 3.93 | 17.26 | 38.01 | 0.00 |
| Yield(%) | 0.00 | 3.64 | 2.35 | 1.43 | 1.57 | 1.59 | 2.17 | … | … | 0.00 | 3.73 | 0.96 | 2.00 | 0.73 | 0.00 | 0.00 | 2.16 | 1.72 | 3.52 | 0.98 | 2.33 | 0.25 | 0.45 | 2.74 | 2.34 | 2.15 | 2.68 | 4.20 | 6.98 | 4.23 | 0.00 | 4.10 | 0.00 | 0.00 | 0.00 | 0.30 |
Data as of 06/05/2026, Common starting date is 12/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARBFX (THE ARBITRAGE FUND CLASS R) |
-2.57%
May 2020 – May 2023 |
-0.20%
May 2018 – May 2023 |
0.77%
May 2013 – May 2023 |
1.31%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARBFX (THE ARBITRAGE FUND CLASS R) |
7.16%
Mar 2001 – Mar 2004 |
5.64%
Apr 2005 – Apr 2010 |
4.70%
Oct 2001 – Oct 2011 |
3.58%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart