HFR Hedge Fund Industry Reports Materials List

A full list of page/slide titles for the most-recently published HFR Industry Reports are listed below.

View List for: HFR Global Report | HFR Asian Report | HFR Emerging Markets Report | HFR Market Microstructure Report

HFR Global HF Industry Report – Q2 2025

1. Hedge Fund Industry Overview
Estimated Annual Assets Hedge Fund Industry
Estimated Annual Net Asset Flows Hedge Fund Industry
Estimated Quarterly Assets Hedge Fund Industry
Estimated Quarterly Net Asset Flows Hedge Fund Industry
Estimated Change in Assets per Main Strategy Net Asset Flow vs. Performance-Based Q2 2025
Estimated Change in Assets per Regional Investment Focus Net Asset Flow vs. Performance-Based Q2 2025
Estimated Percentage of Funds with Inflows vs. Outflows Q2 2025
Estimated Net Asset Flows per Main Strategy Flow Totals of Funds with Net Inflows vs. Funds with Net Outflows Q2 2025
Estimated Industry Assets by Fund Domicile Onshore (USA-domiciled funds) / Offshore (non-USA domiciled funds)
Estimated Industry Assets by Strategy Q2 2025
Estimated Sub-Strategy Composition by Assets Under Management Q2 2025
Estimated Total Number of Hedge Funds and Fund of Funds
Estimated Total Number of HF and FOF Firms
Estimated Strategy Composition by # of Hedge Funds and Fund of Funds Q2 2025
Estimated Number of Funds: Hedge Funds vs. Fund of Funds
Estimated Number of Firms: HF Firms vs. FOF Firms
Estimated Strategy Composition by # of Hedge Funds Q2 2025
Estimated Sub-Strategy Composition Equity Hedge Q2 2025
Estimated Sub-Strategy Composition Event-Driven Q2 2025
Estimated Sub-Strategy Composition Macro Q2 2025
Estimated Sub-Strategy Composition Relative Value Q2 2025
Estimated Distribution of Industry Assets by Firm AUM Tier Q2 2025
Estimated Distribution of Net Asset Flows by Firm AUM Tier Q2 2025
Estimated Annual Distribution of Net Asset Flows by Firm AUM Tier
Estimated Number of Funds Launched/Liquidated
Estimated Fund Domicile Registration by # Funds Q2 2025
Estimated Fund Minimum Investment Size by # Funds Q2 2025
Estimated Fund Age by # Funds Q2 2025
Estimated Investment Subscriptions/Redemptions by # Funds Q2 2025
Estimated Advanced Days Notice for Investor Redemptions by # Funds Q2 2025
Estimated Fund Lockup Periods Before Investor Redemptions by # Funds Q2 2025

2. HFRI Index Performance and Risk/Return Analysis
HFRI Indices Annual Investment Returns
HFRI Index Performance 12-Month Return
HFRI Index Standard Deviation 12-Month
HFRI Index Risk Return Comparison 12-Month
HFRI Fund Weighted Composite Constituents Risk Return Comparison 12-Month
HFRI Fund of Funds Composite Constituents Risk Return Comparison 12-Month
HFRI Index Sharpe Ratio 12-Month
HFRI Index % of Positive Monthly Performance 12-Month
Historical Monthly Correlation to NYSE Financial Index 12-Month Rolling
HFRI Composite Indices Correlation Matrix 12-Month
HFRI Equity Hedge Indices Correlation Matrix 12-Month
HFRI Event-Driven Indices Correlation Matrix 12-Month
HFRI Macro Indices Correlation Matrix 12-Month
HFRI Relative Value Indices Correlation Matrix 12-Month
HFRI Index Performance 3-Year Annualized Return
HFRI Index Performance 3-Year Cumulative Return
HFRI Index Standard Deviation 3-Year Annualized
HFRI Index Risk Return Comparison 3-Year Annualized
HFRI Fund Weighted Composite Constituents Risk Return Comparison 3-Year Annualized
HFRI Fund of Funds Composite Constituents Risk Return Comparison 3-Year Annualized
HFRI Index Sharpe Ratio 3-Year Annualized
HFRI Index Sortino Ratio 3-Year Annualized
HFRI Index % of Positive Monthly Performance 3-Year
Historical Monthly Correlation to NYSE Financial Index 3-Year Rolling
HFRI Composite Indices Correlation Matrix 3-Year
HFRI Equity Hedge Indices Correlation Matrix 3-Year
HFRI Event-Driven Indices Correlation Matrix 3-Year
HFRI Macro Indices Correlation Matrix 3-Year
HFRI Relative Value Indices Correlation Matrix 3-Year
HFRI Index Performance 5-Year Annualized Return
HFRI Index Performance 5-Year Cumulative Return
HFRI Index Standard Deviation 5-Year Annualized
HFRI Index Risk Return Comparison 5-Year Annualized
HFRI Fund Weighted Composite Constituents Risk Return Comparison 5-Year Annualized
HFRI Fund of Funds Composite Constituents Risk Return Comparison 5-Year Annualized
HFRI Index Sharpe Ratio 5-Year Annualized
HFRI Index Sortino Ratio 5-Year Annualized
HFRI Index % of Positive Monthly Performance 5-Year
Historical Monthly Correlation to NYSE Financial Index 5-Year Rolling
HFRI Composite Indices Correlation Matrix 5-Year
HFRI Equity Hedge Indices Correlation Matrix 5-Year
HFRI Event-Driven Indices Correlation Matrix 5-Year
HFRI Macro Indices Correlation Matrix 5-Year
HFRI Relative Value Indices Correlation Matrix 5-Year
HFRI Fund Weighted Composite Index Performance by Current Management Fee Bucket Period Ending Q2 2025
HFRI Index Constituents Analysis of Fund Returns Period Ending Q2 2025
HFRI Composite Indices Distribution Analysis of Constituent Fund Returns 1-Year
HFRI Main Strategy Indices Distribution Analysis of Constituent Fund Returns 1-Year
HFRI Composite Indices Distribution Analysis of Constituent Fund Returns 3-Year
HFRI Main Strategy Indices Distribution Analysis of Constituent Fund Returns 3-Year
HFRI Composite Indices Distribution Analysis of Constituent Fund Returns 5-Year
HFRI Main Strategy Indices Distribution Analysis of Constituent Fund Returns 5-Year
HFRI Fund Weighted Composite Index Performance Analysis since 2014
HFRI Main Strategy Indices Performance Analysis since 1990
HFRI Fund Weighted Composite Index Drawdown Analysis since 1990
HFRI Equity Hedge (Total) Index Drawdown Analysis since 1990
HFRI Event-Driven (Total) Index Drawdown Analysis since 1990
HFRI Macro (Total) Index Drawdown Analysis since 1990
HFRI Relative Value (Total) Index Drawdown Analysis since 1990
HFRI Fund Weighted Composite Index Percentage of Constituent Funds at High Watermark – Quarterly
HFRI Fund Weighted Composite Index Percentage of Constituent Funds at High Watermark – Annually

3. Asset Flows and Performance Analysis by Strategy
HFRI Fund Weighted Composite Index Quarterly Performance
HFRI Fund Weighted Composite Index Return Distribution Analysis and Up/Down Capture: 10-Year
HFRI Fund Weighted Composite Index CHF Quarterly Performance
HFRI Fund Weighted Composite Index CHF Return Distribution Analysis and Up/Down Capture: 10-Year
HFRI Fund Weighted Composite Index EUR Quarterly Performance
HFRI Fund Weighted Composite Index EUR Return Distribution Analysis and Up/Down Capture: 10-Year
HFRI Fund Weighted Composite Index GBP Quarterly Performance
HFRI Fund Weighted Composite Index GBP Return Distribution Analysis and Up/Down Capture: 10-Year
HFRI Fund Weighted Composite Index JPY Quarterly Performance
HFRI Fund Weighted Composite Index JPY Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets Fund of Funds
Estimated Net Asset Flows Fund of Funds
HFRI Fund of Funds Composite Index Quarterly Performance
HFRI Fund of Funds Composite Index Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets Equity Hedge (Total)
Estimated Net Asset Flows Equity Hedge (Total)
HFRI Equity Hedge (Total) Index Quarterly Performance
HFRI Equity Hedge (Total) Index Return Distribution Analysis and Up/Down Capture: 10-Year
HFRI Equity Hedge (Total) Index Constituents Risk Return Comparison 12-Month
Estimated Assets EH: Energy/Basic Materials
Estimated Net Asset Flows EH: Energy/Basic Materials
HFRI EH: Energy/Basic Materials Index Quarterly Performance
HFRI EH: Energy/Basic Materials Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets EH: Equity Market Neutral
Estimated Net Asset Flows EH: Equity Market Neutral
HFRI EH: Equity Market Neutral Index Quarterly Performance
HFRI EH: Equity Market Neutral Index Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets EH: Fundamental Growth
Estimated Net Asset Flows EH: Fundamental Growth
Estimated Assets EH: Fundamental Value
Estimated Net Asset Flows EH: Fundamental Value
Estimated Assets EH: Multi-Strategy
Estimated Net Asset Flows EH: Multi-Strategy
Estimated Assets EH: Quantitative Directional
Estimated Net Asset Flows EH: Quantitative Directional
HFRI EH: Quantitative Directional Index Quarterly Performance
HFRI EH: Quantitative Directional Index Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets EH: Short Bias
Estimated Net Asset Flows EH: Short Bias
Estimated Assets EH: Technology/Healthcare
Estimated Net Asset Flows EH: Technology/Healthcare
HFRI EH: Technology/Healthcare Index Quarterly Performance
HFRI EH: Technology/Healthcare Index Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets Event-Driven (Total)
Estimated Net Asset Flows Event-Driven (Total)
HFRI Event-Driven (Total) Index Quarterly Performance
HFRI Event-Driven (Total) Index Return Distribution Analysis and Up/Down Capture: 10-Year
HFRI Event-Driven (Total) Index Constituents Risk Return Comparison 12-Month
Estimated Assets ED: Activist
Estimated Net Asset Flows ED: Activist
Estimated Assets ED: Credit Arbitrage
Estimated Net Asset Flows ED: Credit Arbitrage
Estimated Assets ED: Distressed/Restructuring
Estimated Net Asset Flows ED: Distressed/Restructuring
HFRI ED: Distressed/Restructuring Index Quarterly Performance
HFRI ED: Distressed/Restructuring Index Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets ED: Merger Arbitrage
Estimated Net Asset Flows ED: Merger Arbitrage
HFRI ED: Merger Arbitrage Index Quarterly Performance
HFRI ED: Merger Arbitrage Index Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets ED: Multi-Strategy
Estimated Net Asset Flows ED: Multi-Strategy
Estimated Assets ED: Special Situations
Estimated Net Asset Flows ED: Special Situations
Estimated Assets Macro (Total)
Estimated Net Asset Flows Macro (Total)
HFRI Macro (Total) Index Quarterly Performance
HFRI Macro (Total) Index Return Distribution Analysis and Up/Down Capture: 10-Year
HFRI Macro (Total) Index Constituents Risk Return Comparison 12-Month
Estimated Assets Macro: Active Trading
Estimated Net Asset Flows Macro: Active Trading
Estimated Assets Macro: Commodity
Estimated Net Asset Flows Macro: Commodity
Estimated Assets Macro: Currency-Discretionary
Estimated Net Asset Flows Macro: Currency-Discretionary
Estimated Assets Macro: Currency-Systematic
Estimated Net Asset Flows Macro: Currency-Systematic
Estimated Assets Macro: Discretionary Thematic
Estimated Net Asset Flows Macro: Discretionary Thematic
Estimated Assets Macro: Multi-Strategy
Estimated Net Asset Flows Macro: Multi-Strategy
Estimated Assets Macro: Systematic Diversified
Estimated Net Asset Flows Macro: Systematic Diversified
HFRI Macro: Systematic Diversified Index Quarterly Performance
HFRI Macro: Systematic Diversified Index Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets Relative Value (Total)
Estimated Net Asset Flows Relative Value (Total)
HFRI Relative Value (Total) Index Quarterly Performance
HFRI Relative Value (Total) Index Return Distribution Analysis and Up/Down Capture: 10-Year
HFRI Relative Value (Total) Index Constituents Risk Return Comparison 12-Month
Estimated Assets RV: Fixed Income – Asset Backed
Estimated Net Asset Flows RV: Fixed Income – Asset Backed
HFRI RV: Fixed Income – Asset Backed Index Quarterly Performance
HFRI RV: Fixed Income – Asset Backed Index Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets RV: Fixed Income – Convertible Arbitrage
Estimated Net Asset Flows RV: Fixed Income – Convertible Arbitrage
HFRI RV: Fixed Income – Convertible Arbitrage Index Quarterly Performance
HFRI RV: Fixed Income – Convertible Arbitrage Index Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets RV: Fixed Income – Corporate
Estimated Net Asset Flows RV: Fixed Income – Corporate
HFRI RV: Fixed Income – Corporate Index Quarterly Performance
HFRI RV: Fixed Income – Corporate Index Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets RV: Fixed Income – Sovereign
Estimated Net Asset Flows RV: Fixed Income – Sovereign
Estimated Assets RV: Multi-Strategy
Estimated Net Asset Flows RV: Multi-Strategy
HFRI RV: Multi-Strategy Index Quarterly Performance
HFRI RV: Multi-Strategy Index Return Distribution Analysis and Up/Down Capture: 10-Year
Estimated Assets RV: Volatility
Estimated Net Asset Flows RV: Volatility
Estimated Assets RV: Yield Alternatives
Estimated Net Asset Flows RV: Yield Alternatives
HFRI RV: Yield Alternatives Index Quarterly Performance
HFRI RV: Yield Alternatives Index Return Distribution Analysis and Up/Down Capture: 10-Year

Source Data spreadsheet includes: 

• Total HF Industry Annual Asset Growth and Number of Funds  Estimates since 1990
• Total HF Industry Quarterly Asset Growth, Asset Flows and Number of Funds Estimates since Q1 2005
• HF Industry Annual Asset Growth Estimates since 1990 by strategy
• HF Industry Quarterly Asset Growth Estimates  since Q1 2009 by strategy
• HF Industry Annual Asset Flow Estimates since 1990 by strategy
• HF Industry Quarterly Asset Flow Estimates since Q1 2009 by strategy
• HFRI Indices monthly performance series since inception

Purchase HFR Global Report

HFR Emerging Markets HF Industry Report – Q2 2025

1. Emerging Markets Hedge Fund Industry Overview
Estimated Annual Assets – Emerging Markets 2002 – Q2 2025
Estimated Quarterly Assets – Emerging Markets Q1 2008 – Q2 2025
Estimated Annual Net Asset Flows – Emerging Markets 2003 – Q2 2025
Estimated Quarterly Net Asset Flows – Emerging Markets Q1 2008 – Q2 2025
Estimated Change in Emerging Markets Assets per Main Strategy – Net Asset Flow vs. Performance-Based – Q2 2025
Estimated Change in Emerging Markets Assets per Main Strategy – Net Asset Flow vs. Performance-Based – YTD Q2 2025
Estimated Change in Emerging Markets Assets per Regional Investment Focus – Net Asset Flow vs. Performance-Based – Q2 2025
Estimated Change in Emerging Markets Assets per Regional Investment Focus – Net Asset Flow vs. Performance-Based – YTD Q2 2025
Percentage of Emerging Markets Funds with Inflows vs. Outflows – Q2 2025
Estimated Emerging Markets Net Asset Flows per Main Strategy – AUM of Emerging Markets Funds with Inflows vs. Outflows – Q2 2025
Estimated Emerging Markets Net Asset Flows per Sub-Region Focus – AUM of Emerging Markets Funds with Inflows vs. Outflows – Q2 2025
Estimated Assets by Regional Investment Focus – Emerging Markets vs. Global vs. Total Industry 2002 – Q2 2025
Estimated Annual Assets – Hedge Fund Industry
Estimated # Hedge Funds – Emerging Markets vs. Global vs. Total Industry 2002 – Q2 2025
Estimated Hedge Fund Industry – by Regional Investment Focus – Q2 2025
Estimated Emerging Markets Hedge Funds – by Strategy – Q2 2025
Estimated Strategy Composition Hedge Fund Assets – Emerging Markets Funds and Total HF Industry – Q2 2025
Estimated Sub-Strategy Composition of Emerging Markets Assets – Q2 2025
Estimated Sub-Strategy Composition of Emerging Markets Assets – Q2 2025
Estimated Sub-Regional Composition of Emerging Markets Assets – 2002 – Q2 2025
Estimated Sub-Regional Composition of Emerging Markets Assets – Normalized for AUM Distribution of “Global” and “Multiple Emerging Markets” AUM* – 2002 – Q2 2025
Estimated Emerging Markets Hedge Funds – by Sub-Regional Investment Focus
Estimated AUM of Emerging Markets Hedge Funds – by Sub-Regional Investment Focus – Normalized for AUM Distribution of “Global” and “Multiple Emerging Markets” AUM*
Estimated Management Firm Location by # Funds – Emerging Markets Hedge Funds – Q2 2025
Estimated Management Firm Location by # Funds – Emerging Markets Hedge Funds – excluding USA and UK – Q2 2025
Estimated Domicile Registration – Emerging Markets Funds – Q2 2025
Estimate of Prime Brokers for Emerging Markets Hedge Funds – Q2 2025
Estimate of Fund Administrators for Emerging Markets Hedge Funds – Q2 2025
Estimated Breakdown of Legal Firms for Emerging Markets Hedge Funds – Q2 2025
Estimated Breakdown of Auditors for Emerging Markets Hedge Funds – Q2 2025
Estimated Minimum Investment Size of Emerging Markets Hedge Funds – Q2 2025
Estimated Age of Emerging Markets Hedge Funds – Q2 2025
Estimated Investment Subscriptions/Redemptions – Emerging Markets Hedge Funds – Q2 2025

2. Dispersion of Emerging Markets Fund Performance
HFRI Emerging Markets (Total) Index Analysis – Dispersion of Average Fund Performance by Quartiles – Trailing 12 Months ending Q2 2025
HFRI Emerging Markets (Total) Index Analysis – Dispersion of Median Fund Performance by Quartiles – Trailing 12 Months ending Q2 2025
HFRI Emerging Markets: Asia ex-Japan Index Analysis – Dispersion of Average Fund Performance by Quartiles – Trailing 12 Months ending Q2 2025
HFRI Emerging Markets: Asia ex-Japan Index Analysis – Dispersion of Median Fund Performance by Quartiles – Trailing 12 Months ending Q2 2025
HFRI Emerging Markets: Global Index Analysis – Dispersion of Average Fund Performance by Quartiles – Trailing 12 Months ending Q2 2025
HFRI Emerging Markets: Global Index Analysis – Dispersion of Median Fund Performance by Quartiles – Trailing 12 Months ending Q2 2025
HFRI Emerging Markets: Latin America Index Analysis – Dispersion of Average Fund Performance by Quartiles – Trailing 12 Months ending Q2 2025
HFRI Emerging Markets: Latin America Index Analysis – Dispersion of Median Fund Performance by Quartiles – Trailing 12 Months ending Q2 2025

3. HFR Index Performance and Risk/Return Analysis
HFR Emerging Markets Index Performance Analysis
Emerging Markets Index Performance Analysis: – Asia ex-Japan
Emerging Markets Index Performance Analysis: – Latin America
Emerging Markets Index Performance Analysis: – Middle-East / North Africa (MENA)
HFRI Emerging Markets (Total) Index – Drawdown Analysis since 1990
Index Performance – 12-Month
Index Standard Deviation – 12-Month
Index Sharpe Ratio – 12-Month
Index Sortino Ratio – 12-Month
Index % of Positive Monthly Performance – 12-Month
Index Correlation to BBG US Large Cap TR Index – 12-Month
Historical Monthly Correlation to BBG US Large Cap TR Index – 12-Month Rolling
Historical Monthly Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 12-Month Rolling
Index Correlation to BBG LATAM Large & Mid Cap TR Index – 12-Month
Index Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 12-Month
Historical Monthly Correlation to BBG LATAM Large & Mid Cap TR Index – 12-Month Rolling
Index Correlation Matrix – 12-Month
Index Performance – 3-Year Annualized
Index Performance – 3-Year Cumulative Return
Index Standard Deviation – 3-Year Annualized
Index Sharpe Ratio – 3-Year
Index Sortino Ratio – 3-Year
Index % of Positive Monthly Performance – 3-Year
Index Correlation to BBG US Large Cap TR Index – 3-Year
Historical Monthly Correlation to BBG US Large Cap TR Index – 3-Year Rolling
Index Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 3-Year
Historical Monthly Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 3-Year Rolling
Index Correlation to BBG LATAM Large & Mid Cap TR Index – 3-Year
Historical Monthly Correlation to BBG LATAM Large & Mid Cap TR Index – 3-Year Rolling
Index Correlation Matrix – 3-Year
Index Performance – 5-Year Annualized
Index Performance – 5-Year Cumulative Return
Index Standard Deviation – 5-Year Annualized
Index Sharpe Ratio – 5-Year
Index Sortino Ratio – 5-Year
Index % of Positive Monthly Performance – 5-Year
Index Correlation to BBG US Large Cap TR Index – 5-Year
Historical Monthly Correlation to BBG US Large Cap TR Index – 5-Year Rolling
Index Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 5-Year
Historical Monthly Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 5-Year Rolling
Index Correlation to BBG LATAM Large & Mid Cap TR Index – 5-Year
Historical Monthly Correlation to BBG LATAM Large & Mid Cap TR Index – 5-Year Rolling
Index Correlation Matrix – 5-Year
Distributional Properties of Returns: – Index Analysis
HFRI Emerging Markets (Total) Index – Quarterly Performance Q1 2002 – Q2 2025
HFRI Emerging Markets: Asia ex-Japan Index – Quarterly Performance Q1 2002 – Q2 2025
HFRI Emerging Markets: Global Index – Quarterly Performance Q1 2002 – Q2 2025
HFRI Emerging Markets: India Index – Quarterly Performance Q1 2008 – Q2 2025
HFRI Emerging Markets: Latin America Index – Quarterly Performance Q1 2002 – Q2 2025
HFRI Emerging Markets: MENA Index – Quarterly Performance Q1 2008 – Q2 2025
HFRI Fund Weighted Composite Index – Quarterly Performance Q1 2002 – Q2 2025
HFRI Emerging Markets (Total) Index – 3-Year Return Distribution Analysis and Up/Down Capture
HFRI Emerging Markets: Asia ex-Japan Index – 3-Year Return Distribution Analysis and Up/Down Capture
HFRI Emerging Markets: Global Index – 3-Year Return Distribution Analysis and Up/Down Capture
HFRI Emerging Markets: India Index – 3-Year Return Distribution Analysis and Up/Down Capture
HFRI Emerging Markets: Latin America Index – 3-Year Return Distribution Analysis and Up/Down Capture
HFRI Emerging Markets: MENA Index – 3-Year Return Distribution Analysis and Up/Down Capture

4. HFR Index Performance and Risk/Return Analysis Periods ending July 2025
HFR Emerging Markets Index Performance Analysis – Periods ending July 2025
Emerging Markets Index Performance Analysis: – Asia ex-Japan – Periods ending July 2025
Emerging Markets Index Performance Analysis: – Latin America – Periods ending July 2025
Emerging Markets Index Performance Analysis: – Middle-East / North Africa (MENA) – Periods ending July 2025
Index Performance – 12-Month – Ending July 2025
Index Standard Deviation – 12-Month – Ending July 2025
Index Sharpe Ratio – 12-Month – Ending July 2025
Index Sortino Ratio – 12-Month – Ending July 2025
Index % of Positive Monthly Performance – 12-Month – Ending July 2025
Index Correlation to BBG US Large Cap TR Index – 12-Month – Ending July 2025
Historical Monthly Correlation to BBG US Large Cap TR Index – 12-Month Rolling – Ending July 2025
Index Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 12-Month – Ending July 2025
Historical Monthly Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 12-Month Rolling – Ending July 2025
Index Correlation to BBG LATAM Large & Mid Cap TR Index – 12-Month – Ending July 2025
Historical Monthly Correlation to BBG LATAM Large & Mid Cap TR Index – 12-Month Rolling – Ending July 2025
Index Correlation Matrix – 12-Month – Ending July 2025
Index Performance – 3-Year Annualized – Ending July 2025
Index Performance – 3-Year Cumulative Return – Ending July 2025
Index Standard Deviation – 3-Year Annualized – Ending July 2025
Index Sharpe Ratio – 3-Year – Ending July 2025
Index Sortino Ratio – 3-Year – Ending July 2025
Index % of Positive Monthly Performance – 3-Year – Ending July 2025
Index Correlation to BBG US Large Cap TR Index – 3-Year – Ending July 2025
Historical Monthly Correlation to BBG US Large Cap TR Index – 3-Year Rolling – Ending July 2025
Index Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 3-Year – Ending July 2025
Historical Monthly Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 3-Year Rolling – Ending July 2025
Index Correlation to BBG LATAM Large & Mid Cap TR Index – 3-Year – Ending July 2025
Historical Monthly Correlation to BBG LATAM Large & Mid Cap TR Index – 3-Year Rolling – Ending July 2025
Index Correlation Matrix – 3-Year – Ending July 2025
Index Performance – 5-Year Annualized – Ending July 2025
Index Performance – 5-Year Cumulative Return – Ending July 2025
Index Standard Deviation – 5-Year Annualized – Ending July 2025
Index Sharpe Ratio – 5-Year – Ending July 2025
Index Sortino Ratio – 5-Year – Ending July 2025
Index % of Positive Monthly Performance – 5-Year – Ending July 2025
Index Correlation to BBG US Large Cap TR Index – 5-Year – Ending July 2025
Historical Monthly Correlation to BBG US Large Cap TR Index – 5-Year Rolling – Ending July 2025
Index Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 5-Year – Ending July 2025
Historical Monthly Correlation to BBG Emerging Markets Large & Mid Cap TR Index – 5-Year Rolling – Ending July 2025
Index Correlation to BBG LATAM Large & Mid Cap TR Index – 5-Year – Ending July 2025
Historical Monthly Correlation to BBG LATAM Large & Mid Cap TR Index – 5-Year Rolling – Ending July 2025
Index Correlation Matrix – 5-Year – Ending July 2025
Distributional Properties of Returns: – Index Analysis – Ending July 2025

Purchase HFR Emerging Markets Report