MRGR ETF

Returns Overview

1 Month
+0.19%
3 Months
+1.18%
6 Months
+2.53%
YTD
+2.97%
1 Year
+10.26%
3 Years (annualized)
+9.38%
5 Years (annualized)
+4.86%
10 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MRGR have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Merger ArbitrageIndex(^SPLSAUP:SP)
This ETF (YTD)
+2.97%
Peer Avg (YTD)
+2.39%
vs Peers
+0.58%

MRGR ETF Performance

MRGR performance across multiple time periods: 1-month 0.19%, YTD 2.97%, 1-year 10.26%, 3-year 9.38%, 5-year 4.86%, 10-year 3.85%.

MRGR returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this ETF.

MRGR vs another fund shows side-by-side returns. MRGR alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.52%N/A
3 Months+1.34%N/A
6 Months+2.83%N/A
1 Year+13.47%N/A
3 Years+9.47%N/A
5 Years+4.65%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized