Sentences with phrase «small cap index over»

This greatly outperformed the 13.0 % annualized return of the S&P 500 index, the 15.9 % annualized return of the S&P Small Cap 600 index, and the 14.0 % compounded return of the Russell 2000 Small Cap index over the same period.

This underperformed the 13.0 % compounded return of the S&P 500 index, and the 14.0 % compounded return of the Russell 2000 Small Cap index over the same period.

The Fund seeks to outperform the MSCI EAFE Small Cap Index over a full market cycle.

This dramatically outperformed the 13.0 % annualized return of the S&P 500 index, the 15.9 % annualized return of the S&P Small Cap 600 index, and the 14.0 % compounded return of the Russell 2000 Small Cap index over the same period.

This underperformed the 13.0 % compounded return of the S&P 500 and the 14.0 % compounded return of the Russell 2000 Small Cap indices over the same period.

Not exact matches

So far, domestic small - to - mid-cap companies that get most of their revenues at home have weathered prospects of higher trade costs the best, with the Russell 2000 index of smaller companies up 2.8 percent for the year, nearly double the 1.5 percent gain in the larger - cap and more internationally - exposed S&P 500 index over the same time.

Over the past several weeks, the small - cap Russell 2000 has been the weakest of the five major indices, meaning money has been flowing out of small - cap stocks.

Political risks and trade concerns sent most major U.S. indexes lower over the past week, although small caps posted slight gains.

The small cap value allocation capitalizes on the Fama and French research that suggests that over the long term, small cap and value stocks outperform the overall indexes.

The Balanced Asset Class Index which included large caps, small caps, value stocks and bonds fared much better than the all - stock options and outperformed the other options over the full cycle 4 out of 5 times.

Historically, small caps are the area that active management appears to have a slight edge over index funds because of their research into companies.

On the other hand, had he or she resisted the «sophisticated» idea that relatively inefficient markets make fertile ground for alpha generation and stuck with a low cost index fund, they would have captured the handsome small - cap returns we have seen over the last few years.

The small cap value index has compounded at more than 13 % over the same period.

The S&P 600 Index of small cap stocks has beaten the S&P 500 by 1.3 % per year over the last 20 years, with slightly less volatility to boot.

Portfolios that are «tilted» toward value and small - cap stocks add more risk, and therefore should have higher expected returns than the broad - market indices over the long term.

Over the same period, the Vanguard Small Cap Index fund (NAESX) posted an average annual gain of 10.2 %.

The total US stock market is dominated by large - cap US stocks, even though it includes mid-cap and small - cap stocks (for example, over many periods, you can barely see the difference if you compare a chart of the Vanguard Total Stock Market Index fund to the S&P 500, a US large - cap inIndex fund to the S&P 500, a US large - cap indexindex).

More to the point, funds like Vanguard FTSE All - World ex-US Small Cap Index (VFSVX) are distinctly poor performers, trailing 90 % of their peers over the past three - and five - year periods.

Equally weighted indices have a smaller market capitalization mathematically so have outperformed the market cap weighted indices over the long - term.

This outperformed the 13.0 % compounded return of the S&P 500 index, the 14.0 % compounded return of the Russell 2000 Small Cap index, and the 15.9 % compounded return of the S&P Small Cap 600 index over the same period.

Small - cap equity funds have done an even more splendid job of beating the index, managing 21 - 22 per cent CAGR over five years, while the BSE Smallcap Index delivered a measly 6.6 per index, managing 21 - 22 per cent CAGR over five years, while the BSE Smallcap Index delivered a measly 6.6 per Index delivered a measly 6.6 per cent.

The evidence clearly points in favour of index funds over 5 to 10 year periods except in isolated cases (e.g. Australian domestic small to mid Cap funds or UK domestic mid and large cap funds) which exceptions may evaporate over tiCap funds or UK domestic mid and large cap funds) which exceptions may evaporate over ticap funds) which exceptions may evaporate over time.

Driehaus Emerging Markets Small Cap Growth Fund seeks superior risk - adjusted returns over full market cycles relative to those of the MSCI Emerging Markets Small Cap Index.

You'll notice that over the shorter - term (one to three years) UK mid and large but not small cap funds tended to outperform the index however this effect diminished at five to 10 years (lower half of Table 3).

That is, 71 % of Aussie small and cap funds outperformed the index over 5 years.

The study reveals that over the one - year period ending December 2016, 66.29 % of Indian Equity Large - Cap funds, 64.29 % of Indian ELSS funds, and 71.11 % of Indian Equity Mid - / Small - Cap funds underperformed their respective benchmark indices.

Believers in fundamental indices point out that repeated research by Kenneth French from Dartmouth's Tuck School and the University of Chicago's Eugene Fama has shown that small cap and value stocks have outperformed other securities over most significant historical periods, and haven't yet displayed a reversion to the mean.

Noting that the S&P 500 Dividend Aristocrats Index has outperformed the S&P 500 in over 90 % of the rolling periods since its inception, he added that the same dividend growth screen has been applied effectively to other markets, like mid cap and small cap.

For 90 % of All Stockpickers, a Decade and a Half of Underperformance Over the 15 years ending December 2016, 95.4 % of U.S. mid-cap funds, 93.2 % of U.S. small - cap funds and 92.2 % of U.S. large - cap funds trailed their respective benchmarks, according to the latest S&P Indices Versus Active funds scorecard.

(OnWallStreet: May 11, 2016) OnWallStreet said small - cap dividend - paying stocks outperformed small - cap non-payers and the Russell 2000 index over the long term, citing research by small - cap manager Royce & Associates.

Designed to provide equity exposure to global small cap markets with potentially less volatility over a complete market cycle than traditional capitalization - weighted indices

As of June 2016, 69 % and 38 % of Australian Equity General (large - cap) and Mid - and Small - Cap funds underperformed the S&P / ASX 200 and S&P / ASX Mid-Small indices, respectively, over the five - year pericap) and Mid - and Small - Cap funds underperformed the S&P / ASX 200 and S&P / ASX Mid-Small indices, respectively, over the five - year periCap funds underperformed the S&P / ASX 200 and S&P / ASX Mid-Small indices, respectively, over the five - year period.

Since we published the first SPIVA Australia Scorecard in 2009, we have observed that the majority of Australian active funds in most categories have failed to beat comparable benchmark indices over three - and five - year horizons (with the exception of the Australian Equity Mid - and Small - Cap category).

The chief investment strategist at WisdomTree explains the problems with the traditional method; ``... cap - weighted indexes tend to tilt towards growth over value and towards larger companies over smaller ones.»

October 2003 by Wayne Thorp The IBD Stable 70 screen has easily outperformed the small -, mid - and large - cap indexes over the last five years.

I would be interested in your thoughts on owning BRK vs Small cap value index over the next 10 + years.

There were cyclical bear markets in 1977 and 1981 - 2 (both ~ 20 % drops in senior indexes), and in 1994 (DJI / SPX fell less than 10 %, but small caps were down 25 % + after the huge small cap bull cycle in 1991 - 3) and 1998 (over 20 % drop in SP in 4 months, with LTCM failure the final chord).

At least your index fund won't get so easily gamed, and given the small cap effect over time, you'll probably do better than the S&P 500, even excluding the effects of gaming.

However, the S&P Indices Versus Active (SPIVA) India Year - End 2017 Scorecard shows that a majority of active funds in the Indian Equity Large - Cap and Mid - / Small - Cap categories lagged their respective benchmarks over the one - year period ending in December 2017.

Over 17 years from March 2001, small - cap stocks returned almost 300 % more than large - cap stocks based on the MSCI Global Small Cap Index and MSCI Global Large Cap Index, respectismall - cap stocks returned almost 300 % more than large - cap stocks based on the MSCI Global Small Cap Index and MSCI Global Large Cap Index, respectivecap stocks returned almost 300 % more than large - cap stocks based on the MSCI Global Small Cap Index and MSCI Global Large Cap Index, respectivecap stocks based on the MSCI Global Small Cap Index and MSCI Global Large Cap Index, respectiSmall Cap Index and MSCI Global Large Cap Index, respectiveCap Index and MSCI Global Large Cap Index, respectiveCap Index, respectively.

The IFA Indexes Times Series Construction goes back to January 1928 and consistently reflects a tilt towards small cap and value equities over time, with an increasing diversification to international markets, emerging markets and real estate investment trusts as data became available.

• Schwab International Small - Cap Equity ETFâ «cents * SCHC — 0.35 % Offers diversified exposure to international small - cap companies in over 20 developed international markets and seeks investment results that track the performance, before fees and expenses, of the FTSE Developed Small Cap ex U.S. Liquid Index made up of approximately 1,800 international small cap stSmall - Cap Equity ETFâ «cents * SCHC — 0.35 % Offers diversified exposure to international small - cap companies in over 20 developed international markets and seeks investment results that track the performance, before fees and expenses, of the FTSE Developed Small Cap ex U.S. Liquid Index made up of approximately 1,800 international small cap stocCap Equity ETFâ «cents * SCHC — 0.35 % Offers diversified exposure to international small - cap companies in over 20 developed international markets and seeks investment results that track the performance, before fees and expenses, of the FTSE Developed Small Cap ex U.S. Liquid Index made up of approximately 1,800 international small cap stsmall - cap companies in over 20 developed international markets and seeks investment results that track the performance, before fees and expenses, of the FTSE Developed Small Cap ex U.S. Liquid Index made up of approximately 1,800 international small cap stoccap companies in over 20 developed international markets and seeks investment results that track the performance, before fees and expenses, of the FTSE Developed Small Cap ex U.S. Liquid Index made up of approximately 1,800 international small cap stSmall Cap ex U.S. Liquid Index made up of approximately 1,800 international small cap stocCap ex U.S. Liquid Index made up of approximately 1,800 international small cap stsmall cap stoccap stocks.

Instead, it demonstrates the value of a small cap and value tilt in global equity markets, since over the same period a Simulated S&P 500 Index only had a return of 9.53 % (with no fees deducted), at a standard deviation of 19.19 %.

iShares MSCI Emerging Markets IMI ETF (XEC): The MSCI Emerging Markets Investable Market Index comprises over 2,600 large, mid and small - cap companies in emerging countries.

Baird Equity Asset Management's Small / Mid Cap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 yeSmall / Mid Cap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 yearCap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 yesmall - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 yearcap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 years).

Even so, Russell has data showing that its small - cap dividend growth index would have outpaced the traditional Russell 2000 over the three -, five -, and 10 - year time periods.