Barclay Equity Long/Short Index
This directional strategy involves
equity-oriented investing on both the long and short sides
of the market. The objective is not to be market neutral. Managers
have the ability to shift from value to growth, from small
to medium to large capitalization stocks, and from a net long
position to a net short position. Managers may use futures
and options to hedge. The focus may be regional or sector specific.
The Barclay Equity Long/Short Index is recalculated
and updated real-time on this page as soon as the monthly returns
for the underlying funds are recorded. The number
of funds that are currently included in the calculations for
the most recent months can be found in the footnotes below.
Please note that the calculation for the number of funds is
time-stamped and that the number of funds will continue to
increase until all funds categorized within the sector have
reported monthly returns.
|
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| Jan |
-0.41%§ | 0.22% | -2.79% | 1.03% | 3.23% | 0.34% | 1.69% | 0.06% |
| Feb |
0.79%† | -1.41% | 0.84% | 0.70% | 0.12% | 1.76% | 0.86% | -0.62% |
| Mar |
- | 1.29% | -1.87% | 0.80% | 2.41% | -0.50% | 0.73% | -0.05% |
| Apr |
- | 2.87% | 1.74% | 1.24% | 1.20% | -1.71% | -0.97% | 2.16% |
| May |
- | 3.80% | 1.84% | 1.93% | -2.36% | 0.94% | -0.47% | 3.17% |
| Jun |
- | -0.09% | -0.92% | 0.93% | -0.54% | 1.61% | 0.77% | 1.37% |
| Jul |
- | 1.72% | -1.71% | 0.15% | -0.31% | 2.35% | -1.21% | 1.64% |
| Aug |
- | 1.88% | -0.62% | -1.16% | 0.79% | 1.09% | -0.36% | 2.00% |
| Sep |
- | 2.23% | -4.92% | 1.63% | -0.26% | 2.11% | 1.49% | 0.47% |
| Oct |
- | -1.02% | -3.76% | 1.99% | 1.42% | -1.29% | 0.37% | 2.41% |
| Nov |
- | 0.68% | -1.03% | -1.86% | 0.94% | 1.88% | 2.29% | 0.81% |
| Dec |
- | 1.52% | 0.89% | 0.35% | 1.23% | 2.43% | 1.24% | 1.43% |
| YTD |
0.37%* | 14.42% | -11.88% | 7.91% | 8.04% | 11.47% | 6.56% | 15.81% |
|
|
†Estimated performance for February 2010 calculated with reported data from 370 funds.
§Estimated performance for January 2010 calculated with reported data from 579 funds.
*All estimates and 2010 YTD amounts are calculated with reported data as of March-14-2010 17:49 US CST.
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