Sentences with phrase «value index outperformed»

From June 30, 2006, to Sept. 29, 2017, the S&P China A-Share Quality Value Index outperformed the benchmark and the S&P China A-Share Quality 200 Portfolio in 9 and 8 out of 12 periods, respectively.

The S&P China A-Share Quality Value Index outperformed the benchmark in six out of seven market cycle phases, while the value portfolio and quality portfolios only outperformed the benchmark in five and four out of the seven phases, respectively.

From 1970 - 1984, the Fama French Large Value Index outperformed the S&P 500 by more than 400 %, or 6.5 % a year.

Not exact matches

Since the beginning of 2008, the Russell 3000 growth index outperformed its value counterpart by more than 70 percentage points, returning 10.3 % annually, compared with 7 % for value stocks.

While the S&P 500 Value Index has slightly outperformed so far in 2016, amid greater market volatility, it has woefully lagged behind for much of this market cycle.

The value of music streaming service Spotify, which is planning a stock market listing, has grown around 20 % to at least $ 19 billion in the past few months, outperforming US and European tech indexes, sources familiar with the matter said.

Value and Quality doesn't always outperform and market - cap weighted index (such as SPY), but when it does, the returns are very satisfying.

Value stocks, as measured by the Russell 1000 Index, outperformed growth stocks for much of the 28 years to the 2008 stock market crash.

The S&P 500 Growth Index has only outperformed 41 % of the 365 active large growth funds (Figure 2) while the S&P 500 Value Index has only outperformed 32 % of the 301 active large value funds (FigurValue Index has only outperformed 32 % of the 301 active large value funds (Figurvalue funds (Figure 3).

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.

Prior to the publication of Superinvestors, the Fama French Value index had outperformed the S&P 500 in 89 % of all rolling twenty year periods, and since then, that number has fallen to 62 %.

Our value stocks easily outperform Warren Buffett & most stock market indices long term.

During the nine - year bull market growth stocks have outperformed value by about 50 % as measured by the Russell Indexes.

Over the last 100 years a value investment strategy has a consistent history of outperforming index returns across multiple equity markets.

By zeroing in on these value stocks, the ETF hopes to outperform traditional index funds.

Led by Chief Analyst Crista Huff, this advisory's goal is to assist you in outperforming the major U.S. stock market indexes, while minimizing risk by screening many hundreds of stocks for growth, value and bullish technical charts.

Over the past three years, surviving large - cap value managers have fallen into this category by outperforming their benchmark index 62.7 % of the time.

All of this seems to have worked in the first year of the newly reshaped fund, which has delivered net - asset - value (NAV) and share - price total returns of 14.5 % and 27.7 % respectively — significantly outperforming the MSCI World Utilities index's 3.8 %.

Table 3 represents Small Cap Value (SV) managers, 33.6 % of whom outperformed the Small Cap style index.

In contrast, Large - cap Value (LV) earned 14.1 % annually and was the worst - performing style index; LV managers had an easier time outperforming, winning about 63 % of the time.

There are exceptions - lower - fee actively managed large cap and mid-cap value funds outperformed the indexes 66.3 % and 68.2 % of the time over a 10 year period.

It comes as no surprise that the percentage of active value funds underperforming the S&P 500 Enhanced Value Index tends to exceed those underperforming the broad - based S&P 500 Value across all time periods, [2] given that the former has outperformed the latter across all measurement pervalue funds underperforming the S&P 500 Enhanced Value Index tends to exceed those underperforming the broad - based S&P 500 Value across all time periods, [2] given that the former has outperformed the latter across all measurement perValue Index tends to exceed those underperforming the broad - based S&P 500 Value across all time periods, [2] given that the former has outperformed the latter across all measurement perValue across all time periods, [2] given that the former has outperformed the latter across all measurement periods.

Standard investment trust risks apply — the fund may decline in value, trade at a persistent discount to NAV or fail to outperform a similar passive small cap index fund.

And why buy the whole market instead of zeroing in on small - cap stocks, value stocks, and low - beta stocks, all of which have outperformed the broad indexes?

Strong security selection in Financials and Industrials boosted results, and the Strategy outperformed its benchmark, the Russell 2000 ® Value Index.

Strong security selection in Financials and Industrials boosted results as the Strategy outperformed its benchmark, the Russell 2000 ® Value Index, returning 7.61 % † versus 5.11 %.

Prior to the publication of Superinvestors, the Fama French Value index had outperformed the S&P 500 in 89 % of all rolling twenty year periods, and since then, that number has fallen to 62 %.

Strong security selection in Financials and Industrials boosted results as the Fund outperformed its benchmark, the Russell 2000 ® Value Index, returning 7.00 % versus 5.11 %.

Referring back to the Morningstar graph showing the green bars when the unhedged index outperformed - an actual investor would not have been able to realize the full value of those periods of outperformance once the above costs were factored in.

You are regularly reminded by academic research that, on average, you destroy value, net of fees; a monkey randomly selecting stocks, or a cap - weighted index, outperforms you.

7 of 10 Largest global equity mutual funds match or outperform index, Including the # 1 performing Cundill Value Fund and # 2 performing Ivy Foreign Equity Fund — with lower volatility

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.

Fund managers perennially underperform growth indices like the Standard and Poor's 500 Index and value fund managers do not outperform growth fund managers.

During the period studied (2007 - 2011) the growth index (VIGAX) outperformed the value index (VVIAX) by 29 %.

I've come to appreciate the value of index funds in recent years and how they tend to outperform actively managed funds over the long term.

If the top quintile outperforms the index as a whole by 20 %, that will make for spectacular value added.

Our value stocks easily outperform Warren Buffett & most stock market indices long term.

Historically, the S&P China A-Share Quality Value Index has outperformed the S&P China A BMI (the benchmark) on an absolute and risk - adjusted basis.

High beta, value factors among the star performers, while low volatility lags amid heightened appetite for risk The high beta, value and size factors outperformed the broad - market S&P 500 Index by a sizeable margin during the third quarter, with the S&P 500 High Beta Index gaining 12.18 % during the three - month period — outpacing all other Read more -LSB-...]

write, «when value equities and smaller equities outperform a broad stock market index, alternatively weighted strategies should generally outperform cap - weighted indexes.»

And at some point, if the popular market indexes outperform the value - weighted strategy for long enough, you'll wonder why you listened to me at all!

Strong security selection in Financials and Real Estate boosted results as the Fund outperformed its benchmark, the Russell 2000 ® Value Index, returning 5.23 % versus 2.05 %.

But while your point about value under performing since 2005 may be true for something big and book / price based like Russell style indexes, but the value factor that I used for this post has outperformed handily in that period.

Again, though the value decile outperformed by a wide margin over the full period, it only beat the Russell 2000 index in 3 out of 7 years, less than half the time.

Here we find that the value decile generate 17.8 percent per year compound, outperforming the index by 5.6 percent per year compound over the full period (and by 7.5 percent on average).

The chart shows that all the value deciles have comprehensively outperformed each of the indexes over the full period since 2008.

Irwin Michael, portfolio manager of ABC Funds, is a value investor who has easily outperformed the TSX index over 5, 10 and 15 year periods.

The portfolio's Health Care names helped the Fund outperform its benchmark, the Russell 3000 ® Value Index, returning 4.10 % versus 3.27 %.

Security selection in Consumer Staples and Consumer Discretionary boosted relative performance and helped the Strategy outperform its benchmark, the Russell 3000 ® Value Index, returning 6.07 % † versus 5.08 %.