The Best Event Driven Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Event Driven mutual funds.
Category is Event Driven
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Water Island Event-Driven Fund | Event Driven | Sep 30, 2010 | 1.44% | -0.23% | 4.13% | 0.95% | 94 | ||||||||
| The Arbitrage Fund | Event Driven | Sep 17, 2000 | 1.43% | 0.45% | 3.20% | 3.57% | 96 | ||||||||
| The Arbitrage Fund Class Institutional | Event Driven | Oct 17, 2003 | 1.49% | 0.57% | 3.45% | 3.70% | 97 | ||||||||
| BlackRock Event Driven Equity Fund Investor Class ... | Event Driven | Dec 19, 2007 | 1.51% | -0.20% | 5.34% | 4.19% | 84 | ||||||||
| BlackRock Event Driven Equity Fund | Event Driven | Dec 18, 2007 | 1.16% | -0.10% | 4.71% | 4.20% | 86 | ||||||||
| Dunham Monthly Distribution Fund | Event Driven | Jul 31, 2008 | 2.38% | 1.02% | 3.08% | 7.05% | 98 | ||||||||
| Driehaus Event Driven Fund | Event Driven | Aug 22, 2013 | 1.66% | -1.35% | 6.56% | 16.48% | 73 | ||||||||
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | Feb 27, 2001 | 1.01% | 2.42% | 5.49% | 4.11% | 86 | ||||||||
| Camelot Event Driven Fund Class A | Event Driven | Nov 21, 2003 | 2.22% | 1.30% | 7.06% | 0.76% | 69 | ||||||||
| Camelot Event-Driven Fund Institutional Class | Event Driven | Jun 7, 2010 | 1.74% | 1.36% | 7.11% | 0.89% | 70 | ||||||||
| Gabelli ABC Fund | Event Driven | May 13, 1993 | 0.79% | 1.20% | 3.13% | 4.56% | 69 | ||||||||
| The GDL Fund | Event Driven | Jan 31, 2007 | 0.03% | -0.23% | 3.75% | 5.76% | 36 | ||||||||
| NexPoint Merger Arbitrage Fund | Event Driven | Aug 18, 2016 | 1.50% | 0.66% | 5.88% | 5.07% | 99 | ||||||||
| The Merger Fund | Event Driven | Jan 30, 1989 | 1.50% | 0.46% | 3.88% | 7.38% | 99 | ||||||||
| The Merger Fund Class I | Event Driven | Aug 1, 2013 | 1.32% | 0.59% | 4.19% | 7.91% | 99 | ||||||||
| Vivaldi Merger Arbitrage Fund Class I | Event Driven | Oct 1, 2015 | 1.81% | 0.76% | 4.44% | 5.99% | 99 | ||||||||
| Virtus Westchester Event-Driven Fund | Event Driven | Jan 1, 2014 | 1.63% | -0.29% | 4.48% | 11.36% | 80 | ||||||||
| Virtus Westchester Credit Event Fund | Event Driven | Dec 28, 2017 | 1.90% | -0.85% | — | 6.88% | 53 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years