Barclay Healthcare & Biotechnology 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 is sector specific and concentrates
on the Healthcare
& Biotechnology sectors. The index is simply the arithmetic
average of the net returns of all funds within the category
that have
reported
that month.
The Barclay Healthcare & Biotechnology
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 |
-5.06% | 1.47% | 3.24% | -1.42% | 2.89% | -0.61% | -4.35% | -2.85% |
| Feb |
-1.90% | 0.19% | 1.94% | -0.52% | 1.76% | -0.50% | -5.46% | -6.54% |
| Mar |
-2.51%§ | 0.17% | 1.85% | -2.31% | 0.15% | 1.62% | 2.92% | -9.36% |
| Apr |
2.00%† | 2.11% | -0.93% | -0.21% | 0.33% | 3.85% | -3.93% | 7.26% |
| May |
- | 1.55% | -1.27% | 0.71% | -0.45% | 6.53% | -1.72% | 5.55% |
| Jun |
- | -0.65% | 0.52% | 1.92% | 0.26% | 1.38% | -4.20% | 5.64% |
| Jul |
- | -2.29% | 0.52% | 3.36% | -2.68% | 12.96% | -2.82% | -4.74% |
| Aug |
- | 2.91% | 3.22% | -0.11% | -0.49% | 1.15% | 0.12% | -1.45% |
| Sep |
- | 3.02% | 0.20% | 0.22% | 1.42% | 1.52% | -3.61% | -5.04% |
| Oct |
- | 2.77% | 1.91% | -2.28% | -0.97% | 0.36% | 1.27% | 4.93% |
| Nov |
- | -1.12% | 2.06% | 2.12% | 1.85% | 0.98% | 2.31% | 4.23% |
| Dec |
- | 0.29% | 1.96% | 1.49% | 2.01% | 2.04% | -2.01% | 1.95% |
| YTD |
-7.38%* | 10.74% | 16.20% | 2.83% | 6.10% | 35.20% | -19.86% | -2.17% |
|
|
†Estimated performance for April 2008 calculated with reported data from 11 funds.
§Estimated performance for March 2008 calculated with reported data from 33 funds.
*All estimates and 2008 YTD amounts are calculated with reported data as of May-9-2008 09:57 US CST.
|
