Australia markets closed

NexPoint Merger Arbitrage A (HMEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.35+0.03 (+0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.19%
5-year average return5.21%
Number of years up7
Number of years downN/A
Best 1-yr total return (2 July 2024)8.36%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return8.36%
Worst 3-yr total return3.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHMEAXCategory
YTD3.03%4.64%
1-month0.69%-0.23%
3-month1.16%1.87%
1-year7.62%13.76%
3-year3.70%6.25%
5-year5.36%5.34%
10-year0.00%4.15%
Last bull market2.71%8.78%
Last bear market0.18%-6.83%

Annual total return (%) history

Year
HMEAXCategory
2024
N/AN/A
2023
3.74%N/A
2022
2.30%N/A
2021
5.01%N/A
2020
8.36%6.69%
2019
6.95%7.68%
2018
6.11%1.61%
2017
5.15%4.30%
2016
N/A4.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.85%1.16%N/AN/A
2023-0.68%-0.01%3.20%1.22%
20220.20%0.18%0.33%1.58%
20211.73%1.20%0.97%1.02%
2020-0.68%3.98%1.76%3.11%
20191.39%1.09%2.76%1.55%
2018-1.19%4.11%2.02%1.10%
20171.12%4.72%-0.35%-0.36%
20161.24%N/AN/AN/A

Rank in category (by total return)

YTD9
1-month22
3-month6
1-year11
3-year4
5-year19

Load adjusted returns

1-year1.70%
3-year1.77%
5-year4.17%
10-yearN/A