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YTD Performance.
In the chart below, we look at
the YTD performance of cash - heavy funds through early May.
However, if yr - end share prices were used to evaluate the TGISVP portfolios,
YTD performance would presumably be much higher also.
Its poor (7) %
YTD performance is really just a calendar phenomenon, as I've enjoyed a 19 % gain versus my write - up price a year ago.
* Note that prices, change,
YTD performance, and current distribution rate are updated and verified throughout the evening, beginning with the market's close.
In fact,
the YTD performance numbers have not even been close.
While the S&P 500 Energy Corporate Bond Index (TR) was down 10 % over the one - year period,
the YTD performance was fairly flat.
I have wondered for a long time why the Shadow Stock Portfolio's compound annual average return is measured against the VTSMX, rather than the NAESX and the DFSCX like you do when reporting monthly and
YTD performance?
In the shadow of the high - yield index's
YTD performance, the S&P / LSTA U.S. Leveraged Loan 100 Index returned 2.64 % YTD.
So, without further ado, here's my complete Q3 2012
YTD performance:
[btw We can probably expect
some YTD performance gains to make a further contribution to AUM in 2013, but let's save that up for a happy surprise].
-- Q3 2012
YTD performance for each stock is TGISVP specific — i.e., measured from the specific (Q1) date I set a target price for each stock — because this was / is intended to be a real - time exercise in portfolio construction & management
[Apologies if you'd prefer to see actual
YTD performance for all stocks — but I suspect there'd be a high degree of overlap in the winners & losers, anyway].
Sorry for that tease earlier this week, I promise we'll actually get to
YTD performance of the TGISVP Portfolios in this post..!
-- ISEQ
YTD performance is measured from Feb - 6th **.
Note: Q3 2012
YTD performance for each stock is TGISVP specific — that is, performance is measured from the specific date (in Q1) I set a target price for each stock.
Updated snapshots of this year's top winners & losers might prove instructive... [NB: Each stock's gain / loss is simply measured from its TGISVP evaluation date (i.e. Feb - May, except for NTR), so actual
YTD performance rankings of stocks might look a little different].
The YTD performance is still strongly in the red.
Here are two charts: the first shows
the YTD performance of the Sleepy Mini Portfolio and the second shows the performance of the Sleepy Mini Portfolio since inception.
You can view... Continue reading
YTD Performance of the 7Twelve Portfolio
Each of the 2 -, 5 -, 7 -, 10 -, and 30 - year current indices had positive
YTD performance, with the S&P U.S. Treasury Bond Current 30 - Year Index returning 4.87 % as of Oct. 27, 2017.
Taking a look at
YTD performance, however, GURU has the better record.
The S&P Switzerland Sovereign Bond Index comes in at 3.25 % performance ytd, while the S&P Germany Sovereign Bond Index has a 0.73 %
ytd performance.
The S&P Greek Sovereign Bond Index
ytd performance is 21.95 %.
The S&P Italy Sovereign Bond Index ytd return performance is 4.27 % and the S&P Portugal Sovereign Bond Index
ytd performance is at 3.48 %.
Focus - Pernod Ricard's
YTD Performance by Region Pernod Ricard today announced a 6 % rise in sales in the nine months to the end of March.
With respect to soft commodities, the weather can also play a significant role as we've seen with
the YTD performance of coffee.
* Note that prices, change,
YTD performance, and current distribution rate are updated and verified throughout the evening, beginning with the market's close.
Nonetheless, 1) the rates move lower on positioning excess being unwound due to
YTD performance pain and reversing technicals, along with 2) the potential «watering down» of the tax policy's USD - drivers need be monitored going - forward for all portfolios due to the high likelihood of causing a similar turn lower in the US Dollar.
We took a look at the commodities in the index, and calculated the ones with the best
YTD performance based on the closing price on Oct. 14, 2010.
Not exact matches
Divided into different subsectors and colored by
performance YTD, it helps give an idea of what has outperformed the market, and which stocks have been left in the dust.
On the other hand, the S&P Pan Asia Sovereign Bond Index, which seeks to track the
performance of local - currency - denominated sovereign bonds in 10 countries, continued its plunge this quarter, dropping 2.26 % for the month and 0.15 %
YTD as of Dec. 21, 2016.
The S&P China High Quality Corporate Bond 3 - 7 Year Index, an investible index tracks the
performance of Chinese corporate bonds within three to seven year tenors and uses more stringent rating criteria, has outperformed its boarder benchmark and returned 5.70 %
YTD, as of August 27, 2015.
Looking at the yield
performance, the yield - to - maturity tracked by the S&P Malaysia Bond Index has widened 17bps
YTD to 4.14 %, as of August 18, 2015.
It is interesting to note that the correlation between the two yield
performances was -0.8 in 2014, whereas in 2015
YTD, it rose to 0.8; this implies that the two markets may be becoming more correlated.
During this webcast, we covered: • How innovative companies can lead to above average growth • Key objectives of the Fund and their impact on current
performance • Our proprietary portfolio management process • Fund
performance YTD
During this webcast, we covered: • Our proprietary portfolio management process • Personnel changes made in 2015 and the people managing the Fund • Key objectives over the last few years and their impact on current
performance • Fund
performance YTD • Fund outlook for the 2nd half of 2017 & beyond
As for total return
performance, the S&P Japan Corporate Bond Index gained 1.09 %
YTD as of Sept. 29, 2016.
To illustrate our point, we looked at the S&P 500 to represent equity
performance and the Agg to represent bond market
performance, both
YTD through February 8, 2016.
The
performance YTD is even more astonishing considering 2016 started off with the worst opening 2 weeks of a year in stock market history.
In orange is the DJIA itself so that you can compare year - to - date (
YTD) and 50 - year
performance returns.
Looking at the country level, the S&P China Bond Index rose 3.24 %
YTD as of June 29, 2015, compared to the 1.95 %
YTD gain of the S&P Pan Asia Bond Index, which tracks the
performance of local - currency - denominated government and corporate bonds from 10 countries in the Pan Asia region.
Contrarily, as part of the S&P Global Developed Sovereign Inflation - Linked Bond Index that measures the
performance of the inflation - linked securities market, the S&P Japan Sovereign Inflation - Linked Bond Index rose 3.84 %
YTD, see Exhibit 3, and its yield - to - maturity has also shifted from negative territory to 0.648 % in the same period, which is a level last seen in early 2012.
The
performance of this index has outpaced both the S&P U.S. Issued Investment Grade Corporate Bond Index (6.49 %
YTD) and the S&P U.S. Issued High Yield Corporate Bond Index (5.5 %
YTD).
The
performance of the S&P South Korea Bond Index also lagged other countries, but it was still up 0.53 %
YTD (see Exhibit 1).
As of May 15, 2015, the S&P Pan Asia Bond Index rose 0.10 % this month, bringing the year - to - date (
YTD) total return to 2.40 %, yet the individual market showed mixed
performance.
It shows in the
performance of IYY, which is up around 4.97 %
YTD at the time of this writing.
As of Feb. 8, 2016,
performance of the S&P Switzerland Sovereign Bond Index was one of the highest in the eurozone, at 3.4 %
YTD; the S&P Germany Sovereign Bond Index came in at 3.04 %
YTD, and the S&P Luxembourg Sovereign Bond Index returned 1.70 %
YTD (see Exhibit 2).
Below you can see the positive
performance of bonds vs. stocks
YTD.
Next comes
Performance: Considering the average hedge fund's up just +3 %
YTD 2012, Fortress has blown the lights out!