Barclay Event Driven Index
This strategy is defined as 'special
situations' investing designed to capture price movement generated
by a significant pending corporate event such as a merger,
corporate restructuring, liquidation, bankruptcy or reorganization.
The Barclay Event Driven 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.
|
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 |
| Jan |
1.49% | -2.57% | 1.75% | 3.48% | -0.01% | 2.69% | 1.21% | 0.65% |
| Feb |
-0.92% | 1.32% | 1.67% | 0.81% | 2.29% | 1.63% | 0.07% | -0.88% |
| Mar |
1.53% | -1.83% | 1.14% | 2.34% | -0.26% | 0.43% | 0.76% | 1.61% |
| Apr |
4.40% | 0.88% | 1.87% | 1.72% | -2.05% | -0.35% | 3.10% | 0.59% |
| May |
5.09%§ | 1.82% | 1.96% | -0.64% | 0.01% | -0.70% | 3.67% | 0.21% |
| Jun |
1.85%† | -1.75% | 0.06% | 0.21% | 1.44% | 1.28% | 1.78% | -3.55% |
| Jul |
- | -1.90% | -0.03% | -0.39% | 2.81% | -1.09% | 1.01% | -3.32% |
| Aug |
- | -0.86% | -1.39% | 1.12% | 0.77% | 0.15% | 1.52% | 0.27% |
| Sep |
- | -5.72% | 1.25% | 0.12% | 1.08% | 1.51% | 1.23% | -1.55% |
| Oct |
- | -4.50% | 2.52% | 2.25% | -1.88% | 1.98% | 2.22% | 0.45% |
| Nov |
- | -2.87% | -2.46% | 1.58% | 1.77% | 4.47% | 1.36% | 2.56% |
| Dec |
- | -0.79% | -0.15% | 2.06% | 2.08% | 3.20% | 2.21% | 0.26% |
| YTD |
14.09%* | -17.47% | 8.36% | 15.61% | 8.22% | 16.13% | 22.04% | -2.83% |
|
|
†Estimated performance for June 2009 calculated with reported data from 10 funds.
§Estimated performance for May 2009 calculated with reported data from 114 funds.
*All estimates and 2009 YTD amounts are calculated with reported data as of July-3-2009 20:07 US CST.
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