BERNHEIM INDEX®
 
DESCRIPTION
The Bernheim Index® provides a benchmark for investors with a portfolio of hedge funds. It reflects net hedge fund performance after all fees. It is comprised of 18 leading hedge funds with a variety of management styles and an aggregate of over $50 billion in assets. It has been published quarterly in Hedge Fund News® since 1995 and is now available monthly on this web site.

Click here to view historical monthly returns since January 1999.

 
 
MONTHLY PERFORMANCE
2008
Month Monthly(%) YTD (%)
MAY 31, 2008   2.10 %   1.50 %  
APR 30, 2008   1.90 %   -0.60 %  
MAR 31, 2008   -2.20 %   -2.40 %  
FEB 29, 2008   2.70 %   -0.30 %  
JAN 31, 2008   -2.90 %   -2.90 %  


PERFORMANCE SINCE INCEPTION
Year Q1 (%) Q2 (%) Q3 (%) Q4 (%) Total (%)
2008 -2.4 %                  
2007 4.0 %   6.7 %   1.9 %   3.8 %   16.9 %  
2006 6.1 %   -1.3 %   2.1 %   7.1 %   14.5 %  
2005 1.2 %   1.8 %   5.9 %   4.0 %   13.4 %  
2004 4.4 %   -1.2 %   1.1 %   7.4 %   12.0 %  
2003 0.8 %   6.3 %   3.1 %   4.4 %   15.3 %  
2002 0.6 %   0.1 %   -0.6 %   1.1 %   1.2 %  
2001 -2.3 %   2.9 %   -2.9 %   4.2 %   1.7 %  
2000 4.3 %   -1.3 %   3.2 %   -0.6 %   5.7 %  
1999 1.3 %   7.6 %   -0.5 %   19.5 %   29.5 %  
1998 8.0 %   3.1 %   -7.7 %   3.3 %   6.1 %  
1997 3.6 %   4.9 %   11.4 %   3.8 %   25.6 %  
1996 5.9 %   4.8 %   2.1 %   6.3 %   20.6 %  
1995         8.0 %   4.4 %   22.1 %