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| Release date as of 2024-03-31. Data on page is subject to change. |
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Morningstar
Return
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Morningstar
Risk
|
Morningstar
Rating
|
Number of
Funds
|
| 3-Year |
Average |
Below Avg |
 |
44 |
| 5-Year |
Average |
Below Avg |
|
41 |
| 10-Year |
Above Avg |
Below Avg |
 |
32 |
| Overall |
Above Avg |
Below Avg |
|
44 |
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Morningstar Category: Event Driven | Number of Funds in Category:
44 |
| Data through 2024-03-31 |
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| Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods. |
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| Standard Deviation |
2.98 |
| Mean |
1.59 |
| Sharpe Ratio |
-0.46 |
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Trailing 3-Yr as of 2024-03-31 |
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| Modern Portfolio Theory Statistics |
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Best Fit Index
Morningstar US Enrg Capped TR USD |
| R-Squared |
21 |
| Beta |
0.05 |
| Alpha |
-2.58 |
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Trailing 3-Yr as of 2024-03-31 |
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| Event-Driven Investment/Arbitrage Strategies, Hedging Strategies, Short Sale, Credit and Counterparty, Prepayment (Call), Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, High Portfolio Turnover, Interest Rate, Market/Market Volatility, Convertible Securities, Distressed Investments, Equity Securities, ETF, High-Yield Securities, Industry and Sector Investing, Options, Other, Restricted/Illiquid Securities, Underlying Fund/Fund of Funds, Derivatives, Leverage, Regulation/Government Intervention, Shareholder Activity, Management, Small Cap, Mid-Cap, Large Cap |
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| Show Risk Definitions |
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| There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund. |
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© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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