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.
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2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|
| Jan | -2.57% | 1.75% | 3.48% | -0.01% | 2.69% | |
| Feb | 1.32% | 1.67% | 0.81% | 2.29% | 1.63% | |
| Mar | -1.83% | 1.14% | 2.34% | -0.26% | 0.43% | |
| Apr | 0.88% | 1.87% | 1.72% | -2.05% | -0.35% | |
| May | 1.82% | 1.96% | -0.64% | 0.01% | -0.70% | |
| Jun | -1.74%§ | 0.06% | 0.21% | 1.44% | 1.28% | |
| Jul | -1.90%† | -0.03% | -0.39% | 2.81% | -1.09% | |
| Aug | - | -1.39% | 1.12% | 0.77% | 0.15% | |
| Sep | - | 1.25% | 0.12% | 1.08% | 1.51% | |
| Oct | - | 2.52% | 2.25% | -1.88% | 1.98% | |
| Nov | - | -2.46% | 1.58% | 1.77% | 4.47% | |
| Dec | - | -0.15% | 2.06% | 2.08% | 3.20% | |
| YTD | -4.05%* | 8.36% | 15.61% | 8.22% | 16.13% | |
| †Estimated performance for July 2008 calculated with reported data from 124 funds. | ||||||
| §Estimated performance for June 2008 calculated with reported data from 133 funds. | ||||||
| *All estimates and 2008 YTD amounts are calculated with reported data as of August-28-2008 12:17 US CST. | ||||||