The Merger Fund®

Scorecard
4 / 5 Stars
Lipper
2 2 5 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
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TheStreet.com
C- (Hold)

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Barclays US Agg Bond TR USD + / - USTREAS T-Bill Auction Ave 3 Mon % Rank
Year-to-date 0.50 -1.52 0.49 49
1-Month 1.07 0.54 1.06 24
3-Month 1.18 -0.26 1.17 29
6-Month 2.76 -0.08 2.73 42
1-Year 4.59 4.43 4.53 23
3-Year (Annualized) 2.65 -1.17 2.59 28
5-Year (Annualized) 4.26 -0.87 4.16 23
10-Year (Annualized) 3.47 -1.09 1.84 5