Australia markets closed

NexPoint Merger Arbitrage Z (HMEZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.72+0.02 (+0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.25%
5-year average return5.73%
Number of years up7
Number of years downN/A
Best 1-yr total return (27 June 2024)8.74%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return8.74%
Worst 3-yr total return4.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHMEZXCategory
YTD2.47%4.64%
1-month0.41%-0.23%
3-month1.84%1.87%
1-year8.00%13.76%
3-year3.88%6.25%
5-year5.55%5.34%
10-year0.00%4.15%
Last bull market2.84%8.78%
Last bear market0.26%-6.83%

Annual total return (%) history

Year
HMEZXCategory
2024
N/AN/A
2023
4.10%N/A
2022
2.70%N/A
2021
5.32%N/A
2020
8.74%6.69%
2019
7.34%7.68%
2018
6.48%1.61%
2017
5.46%4.30%
2016
N/A4.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.95%N/AN/AN/A
2023-0.57%0.08%3.28%1.28%
20220.32%0.26%0.46%1.64%
20211.80%1.28%1.08%1.05%
2020-0.62%4.04%1.89%3.22%
20191.49%1.19%2.84%1.64%
2018-1.08%4.23%2.05%1.20%
20171.17%4.80%-0.26%-0.27%
20161.35%N/AN/AN/A

Rank in category (by total return)

YTD15
1-month68
3-month16
1-year24
3-year1
5-year17

Load adjusted returns

1-year8.00%
3-year3.88%
5-year5.55%
10-yearN/A