Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.59% 0.29% 34.33M 1581.17
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% 249.0% 9.702M Upgrade

Basic Info

Investment Strategy
Accelerate Arbitrage Fund (ARB) seeks to achieve long-term capital appreciation and a superior risk-adjusted return relative to the S&P Merger Arbitrage Index. ARB seeks to outperform the S&P Merger Arbitrage Index through an arbitrage investment strategy by investing primarily in listed equity debt or derivative securities of target companies involved in mergers or corporate actions while selling short certain listed equity debt or derivative securities of acquirer companies involved in mergers or corporate actions where applicable. The aggregate notional amount of derivatives used for non-hedging purposes will not exceed the limits permitted under applicable securities legislation. ARB has obtained exemptive relief to permit it to sell securities short up to an aggregate market value of 100% of ARBs NAV.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity Global
Peer Group Alternative Equity Focused
Global Macro Alternative Equity
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Accelerate
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
10.53%
-2.15%
4.23%
6.01%
10.27%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
-2.00%
7.60%
0.71%
17.05%
-1.45%
8.84%
23.07%
9.54%
--
--
-21.50%
27.74%
14.64%
4.07%
21.93%
3.26%
--
--
--
--
-19.44%
35.50%
32.22%
6.89%
--
--
--
--
--
1.52%
16.89%
17.23%
As of December 13, 2025.

Asset Allocation

As of December 31, 2024.
Type % Net
Cash 0.00%
Stock 126.2%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -26.25%
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Basic Info

Investment Strategy
Accelerate Arbitrage Fund (ARB) seeks to achieve long-term capital appreciation and a superior risk-adjusted return relative to the S&P Merger Arbitrage Index. ARB seeks to outperform the S&P Merger Arbitrage Index through an arbitrage investment strategy by investing primarily in listed equity debt or derivative securities of target companies involved in mergers or corporate actions while selling short certain listed equity debt or derivative securities of acquirer companies involved in mergers or corporate actions where applicable. The aggregate notional amount of derivatives used for non-hedging purposes will not exceed the limits permitted under applicable securities legislation. ARB has obtained exemptive relief to permit it to sell securities short up to an aggregate market value of 100% of ARBs NAV.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity Global
Peer Group Alternative Equity Focused
Global Macro Alternative Equity
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Accelerate
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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