MERFX
The Merger Fund - Class A
1W: +0.0%
1M: +0.5%
3M: +1.6%
YTD: +3.1%
1Y: -3.0%
3Y: +8.9%
5Y: +12.6%
$17.77
+0.01 (+0.06%)
Weekly Expected Move ±0.5%
$18
$18
$18
$18
$18
Oct Typical
⛅
Partly Cloudy
+2.6% YTD avg
Midterm Year
⛅
Partly Cloudy
+3.6% YTD avg
2026 Now
⛅
Partly Cloudy
Tracking typical
20yr Avg YTD
+2.6%
Day 189 of 252
Midterm Year YTD
+3.6%
Presidential cycle avg
2026 YTD
+3.1%
Above 20yr avg
Typical Vol
7%
Annualized
Monthly Weather Forecast
Jan
20yr
☁️
+0.1%
Midterm
☁️
+0.7%
65% win
4% vol
Feb
20yr
⛅
+0.6%
Midterm
⛅
+1.7%
85% win
3% vol
Mar
20yr
☁️
+0.9%
Midterm
⛅
+1.7%
65% win
7% vol
Apr
20yr
☁️
+1.5%
Midterm
⛅
+1.7%
70% win
3% vol
May
20yr
☁️
+1.7%
Midterm
⛅
+2.0%
75% win
4% vol
Jun
20yr
☁️
+1.8%
Midterm
⛅
+2.7%
65% win
4% vol
Jul
20yr
☁️
+2.1%
Midterm
⛅
+2.9%
70% win
3% vol
Aug
20yr
☁️
+2.5%
Midterm
⛅
+3.5%
90% win
5% vol
Sep
20yr
☁️
+2.4%
Midterm
⛅
+3.6%
65% win
6% vol
Oct
20yr
☁️
+2.7%
Midterm
⛅
+3.5%
67% win
7% vol
Now:
+0.1%
Nov
20yr
☁️
+3.0%
Midterm
⛅
+4.1%
70% win
4% vol
Dec
20yr
☁️
+0.2%
Midterm
⛅
+0.6%
90% win
6% vol
Seasonality (20yr)
Updated: 2026-10-02
YTD: +3.1%