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NasdaqGM - Delayed Quote USD

First Trust Merger Arbitrage Fu (0P000152G3)

10.58
0.00
(0.00%)
At close: April 5 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.54%
5y Average Return 3.68%
Number of Years Up 8
Number of Years Down --
Best 1Y Total Return (Apr 4, 2024) 5.14%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 5.14%
Worst 3Y Total Return 2.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000152G3
Category
YTD
1.44%
4.64%
1-Month
0.48%
-0.23%
3-Month
1.44%
1.87%
1-Year
3.85%
13.76%
3-Year
2.88%
6.25%
5-Year
3.66%
5.34%
10-Year
0.00%
4.15%
Last Bull Market
8.98%
8.78%
Last Bear Market
-1.05%
-6.83%

Annual Total Return (%) History

Year
0P000152G3
Category
2024
--
--
2023
2.86%
--
2022
2.13%
--
2021
5.14%
--
2020
3.66%
6.69%
2019
3.93%
7.68%
2018
3.84%
1.61%
2017
2.11%
4.30%

2016
1.34%
4.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.44% -- -- --
2023 0.48% 0.00% 1.23% 1.13%
2022 0.58% -1.05% 0.78% 1.84%
2021 2.90% 0.82% 0.72% 0.62%
2020 -2.21% 1.08% 0.58% 4.26%
2019 0.85% 0.47% 1.50% 1.06%
2018 -0.77% 0.97% 1.25% 2.36%
2017 0.48% 1.74% 0.76% -0.87%
2016 2.26% 0.38% -1.91% 0.64%

Rank in Category (By Total Return)

YTD 31
1-Month 81
3-Month 31
1-Year 79
3-Year 22
5-Year 40

Load Adjusted Returns

1-Year -2.12%
3-Year 0.87%
5-Year 2.44%
10-Year --

Performance & Risk

YTD Return 1.54%
5y Average Return 3.68%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.02
Morningstar Risk Rating

Fund Overview

Category Event Driven
Fund Family First Trust
Net Assets 1.62B
YTD Return 1.44%
Yield 3.04%
Morningstar Rating
Inception Date Oct 01, 2015

Fund Summary

Under normal market conditions, the fund's adviser intends to invest in equity securities (publicly-traded common stock and preferred stock) and derivatives thereof of companies that are involved in a significant corporate event, such as a merger or acquisition. Investments in companies undergoing a merger or acquisition have both risk and return characteristics that are different from the risks of investing in the general stock market. It may invest in equity securities of any market capitalization.

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