#1- Returns · 3Y CAGR
- 6.7%
- Return per unit of risk · Sharpe
- 1.38
- Worst fall · Max drawdown
- −0.2%
+1.7 pts · Above category average
Excellent
Gentler than category
Qonfido-rated shortlist
Arbitrage funds seek to capture pricing differences between cash and derivatives markets, typically with lower equity-like volatility. Compare Qonfido-rated arbitrage peers.
12 Qonfido-rated arbitrage funds · Ratings and metrics as of
Low-risk equity arbitrage taxed like equity.
120 funds in category · 40 Qonfido-rated · Category avg 3Y return 4.9% · Typical fall 0.5%
#1+1.7 pts · Above category average
Excellent
Gentler than category
#2+1.8 pts · Above category average
Excellent
Gentler than category
#3+1.7 pts · Above category average
Excellent
Gentler than category
#4+1.8 pts · Above category average
Excellent
Gentler than category
#5+1.7 pts · Above category average
Excellent
Gentler than category
#6+1.6 pts · Above category average
Excellent
Gentler than category
#7+1.7 pts · Above category average
Excellent
Gentler than category
#8+1.6 pts · Above category average
Excellent
Gentler than category
#9No 3Y history yet
Not enough data
Not enough data
#10No 3Y history yet
Not enough data
Not enough data
#11No 3Y history yet
Not enough data
Not enough data
#12+1.4 pts · Above category average
Excellent
Gentler than category
White tick = category average
Lists show Qonfido-rated funds within comparable peer groups. Ratings support research and are not predictions, suitability assessments, or guarantees of future returns. Mutual fund investments are subject to market risks.
Illustrative only. Past returns do not guarantee future results.
Qonfido shortlists Qonfido-rated arbitrage mutual funds using expert analysis within comparable peer groups—looking at consistency, risk-adjusted performance, and quality judgment, not past returns alone. Use the list as research support before you invest.
Qonfido places funds into clear tiers within the category. Higher tiers reflect stronger relative quality on Qonfido’s methodology. See the fund rating methodology page for the full approach and limitations.
No mutual fund category is risk-free. Arbitrage funds carry market and category-specific risks. Qonfido ratings help you compare peers; they do not guarantee returns or suitability for your situation.