Event Driven Index

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	YTD
2022	-1.71%	0.53%	0.93%	-2.71%	-1.39%	-5.16%	2.84%	0.85%	-3.76%	3.74%	1.32%	-1.67%	-6.39%
2023	3.15%	-0.41%	-1.71%	0.91%	-1.73%	2.49%	1.82%	0.29%	0.03%	-2.25%	3.27%	3.19%	9.18%
2024	-0.18%	0.81%	1.58%	-1.00%	1.08%	-0.06%	1.59%	0.37%	1.13%	-0.29%	3.20%	-0.99%	7.40%
2025	0.55%	-0.15%	-2.90%	-0.06%	3.17%	2.77%	0.82%	1.67%	1.21%	0.64%	-0.46%	0.85%	8.27%
2026	0.95%	0.70%^§	-2.87%^†	-	-	-	-	-	-	-	-	-	-1.27%*

^†Estimated performance for March 2026 calculated with reported data from 35 funds.
^§Estimated performance for February 2026 calculated with reported data from 76 funds.
^*All estimates and 2026 YTD amounts are calculated with reported data as of April-7-2026 13:40 US CST.

About the 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. Only funds that provide us with net returns are included in the index calculation. The number of funds that are currently included in the calculations for the most recent months can be found in the footnotes above. 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.

About the Event Driven Index

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