Price and Performance

Understanding your investment choices

Below, you’ll find detailed performance information on the various MERIT investment funds. Please see the Program Description for more information.

Keep in mind that the performance data shown represent past performance and are not a guarantee of future results. Investment returns and principal values will fluctuate, so when you sell your investments, they could be worth more or less than their original cost. Current performance may be higher or lower than the performance data below.

Investment Funds

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Name YTD returns as of {{ performanceDate }} Average annual total returns
as of {{ performanceDate }}
Unit value as of {{ navDate }} Inception date
1-year 3-year 5-year 10-year Since inception