MRGR ETF

$45.07

Returns Overview

1 Month
+0.48%
3 Months
+0.42%
6 Months
+5.29%
YTD
+0.42%
1 Year
+8.26%
3 Years
+7.45%
5 Years
+4.02%
10 Years
+3.15%

Risk Metrics (5-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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+0.48%

3 Months Performance

+0.42%

6 Months Performance

+5.29%

1 Year Performance

+8.26%

Benchmark & Peers

Benchmark
S&P Merger ArbitrageIndex(^SPLSAUP:SP)
This ETF (YTD)
+0.42%
Peer Avg (YTD)
+0.53%
vs Peers
-0.11%

MRGR ETF Performance

MRGR performance across multiple time periods: 1-month 0.48%, YTD 0.42%, 1-year 8.26%, 3-year 7.45%, 5-year 4.02%, 10-year 3.15%.

MRGR returns trail the peer average of 0.53% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.48%N/A
3 Months+0.42%N/A
6 Months+5.29%N/A
1 Year+8.26%N/A
3 Years+7.45%N/A
5 Years+4.02%N/A

All returns shown are total returns, not annualized