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Merger Fund (The) (MERFX) Performance

Explore the performance of Merger Fund (The) compared to the S&P Index and the Alternative category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00015,00020,00025,00030,00020192020202120222023202420252026
  • 30,093.63SPY
  • 10,809.99MERFX
  • 22,464.28Alternative

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%10.29%
MERFX4.57%1.51%-0.46%-2.60%1.54%0.00%0.58%2.90%