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S&P Long-Only Merger Arbitrage Index

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As of Jul 18, 2025
2,975.98
5.71%
1 Yr Return
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Index Name
Price Return
1 Yr Return
S&P Long Only Merger Arbitrage Index
Launch Date: Jan 17, 2008
Price Return2,975.98
1 Yr Return5.71%

The index Launch Date is Jan 17, 2008. All information for an index prior to its Launch Date is hypothetical back-tested, not actual performance, based on the index methodology in effect on the Launch Date.See More 

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As of Jul 18, 2025
Index Level
1 Day
MTD
QTD
YTD
S&P Long Only Merger Arbitrage Index
Price Return
Index Level 2,975.98
1 Day 0.07%
MTD0.23%
QTD0.23%
YTD4.51%
As of Jun 30, 2025
1 MTH
3 MTH
YTD
1 Year
3 Year
Annualized
5 Year
Annualized
10 Year
Annualized
S&P Long Only Merger Arbitrage Index
Price Return
1 MTH0.99%
3 MTH2.03%
YTD4.26%
1 Year6.67%
3 Year
Annualized4.59%
5 Year
Annualized3.78%
10 Year
Annualized3.64%
As of Jun 30, 2025
Annualized Risk
3 Year
5 Year
10 Year
Annualized Risk-Adj Returns
3 Year
5 Year
10 Year
S&P Long Only Merger Arbitrage Index
Price Return
Annualized Risk
3 Year2.87%
5 Year3.08%
10 Year3.27%
Annualized Risk-Adj Returns
3 Year1.60%
5 Year1.23%
10 Year1.11%
Risk is defined as standard deviation calculated using monthly values.
As of Jul 18, 2025

Description

Documents

Factsheet
Methodology
S&P Merger Arbitrage Indices Methodology

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