Barclay Equity Short Bias Index
Short biased managers take short
positions in mostly equities and derivatives. The short bias
of a manager's portfolio must be constantly greater than zero
to be classified in this category.
The Barclay Equity Short Bias 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.
|
2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 |
| Jan |
6.28% | -1.89% | -3.36% | 4.07% | -0.10% | 0.49% | 5.67% | -1.26% |
| Feb |
4.21% | 1.01% | 0.74% | 1.25% | 0.84% | 1.52% | 5.07% | 7.74% |
| Mar |
2.11%§ | 0.16% | -1.40% | 2.01% | -1.30% | -0.10% | -4.32% | 4.03% |
| Apr |
-2.73%† | -3.00% | -0.34% | 3.74% | 3.08% | -6.02% | 3.46% | -8.55% |
| May |
- | -2.57% | 4.39% | -3.73% | -0.26% | -6.86% | 3.89% | -1.79% |
| Jun |
- | 2.10% | 0.31% | 0.64% | -0.30% | -2.83% | 5.17% | 0.23% |
| Jul |
- | 3.98% | 3.22% | -2.08% | 5.66% | -3.89% | 6.66% | 3.31% |
| Aug |
- | -0.35% | -2.08% | 2.09% | 0.96% | -3.31% | 1.35% | 4.81% |
| Sep |
- | -0.62% | -1.91% | 1.42% | -1.69% | 0.93% | 5.39% | 6.93% |
| Oct |
- | -0.07% | -3.20% | 2.42% | -0.62% | -5.72% | -2.03% | -3.43% |
| Nov |
- | 7.47% | -2.49% | -3.74% | -4.32% | -0.27% | -5.10% | -5.82% |
| Dec |
- | 0.89% | 0.75% | -0.53% | -3.61% | -0.52% | 5.13% | -1.60% |
| YTD |
10.00%* | 6.86% | -5.55% | 7.40% | -2.03% | -23.95% | 33.71% | 3.23% |
|
|
†Estimated performance for April 2008 calculated with reported data from 4 funds.
§Estimated performance for March 2008 calculated with reported data from 19 funds.
*All estimates and 2008 YTD amounts are calculated with reported data as of May-9-2008 09:06 US CST.
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