Sentences with phrase «against its benchmark index»

In my view, a 20 year or longer horizon is where the performance of a company should be compared against the benchmark index.

That's the most appropriate way to measure an ETF's performance against its benchmark index, but it may not be the return investors actually obtain in their own accounts.

What I would worry about — and I would worry a lot about this — is how your fund performs against its benchmark index over time.

In my view, a 20 year or longer horizon is where the performance of a company should be compared against the benchmark index.

Not exact matches

The Halifax Index, produced annually for Nova Scotia's capital, benchmarks the city against five peer cities on a number of important measurements: population growth, education levels, the confidence of the business sector, and more.

The pound has surged to a five - month high against the dollar and global stocks gained for a fourth day on Wednesday, with the U.K. benchmark index erasing its monthly decline.

Chinese stocks were little moved by their addition to MSCI Inc.'s benchmark indexes, as investors weighed the symbolic importance of inclusion against the limited impact on short - term inflows.

An index is a collection of specific stocks or bonds that the industry uses as a benchmark for investors (like mutual funds) to measure how their performance stacks up against the «overall market segment» performance.

The firm's proprietary Organizational Health Index, for example, allows companies to benchmark their own performance against a massive database of McKinsey's 600 clients worldwide — on a confidential basis, of course.

At present, only Chinese shares traded in Hong Kong are part of the index, and $ 1.7 trillion in investment funds are benchmarked against the index.

«We seek absolute returns, not relative ones, and resist being benchmarked against market indices for that reason» Seth Klarman

As the name implies, the dividend appreciation index fund seeks to track a benchmark against stocks that have a history of increasing dividends over time.

The index is used as a benchmark; however, you do not actually invest in it, offering balance and protection against the ups and downs in the market.

«After eight years of struggling to outperform the S&P 500, Mike Willis has decided to use the benchmark against itself by equal - weighting all 500 stocks in the index.»

The leading performance benchmark for this strategy is the CBOE S&P 500 PutWrite Index (PUT), an index that measures the performance of a hypothetical portfolio that sells one - month S&P 500 ® Index (SPX) put options against collateralized cash reserves -LSBIndex (PUT), an index that measures the performance of a hypothetical portfolio that sells one - month S&P 500 ® Index (SPX) put options against collateralized cash reserves -LSBindex that measures the performance of a hypothetical portfolio that sells one - month S&P 500 ® Index (SPX) put options against collateralized cash reserves -LSBIndex (SPX) put options against collateralized cash reserves -LSB-...]

Government bonds are measured by the Bloomberg Barclays Government - Related Index, a universe of Treasury bonds used as a benchmark against the market for long - term maturity fixed - income securities.

Attendees also gain complimentary, easy access to a tool to benchmark their district or school against our Student Analytics Confidence Index.

benchmarks against the FTSE TMX Canada Universe Bond Index (a popular Canadian bond inIndex (a popular Canadian bond indexindex).

Several studies have shown that many active fund managers underperform the selected index which they are benchmarked against.

Today's Getting Going column by Jonathan Clements warns against using the S&P 500 Index as the benchmark (free) for portfolios.

To do this, you will have to compare the XIRR of your funds against the XIRR of a benchmark index for the same period of your time.

As such, these portfolios will be benchmarked against the S&P 500 Index rather than the S&P / TSX Composite Index (which is a measure of the Canadian stock market).

S&P 500 is a widely recognized stock index, that many people benchmark performance against, and you can find «passive management» funds that compete to replicate it at as low a fee as possible.

By using the S&P STRIDE indices as a benchmark, those who adopt retirement income provisions into an IPS receive an appropriate yardstick against which they can gauge their progress.

The index was launched on Sept. 11, 2008, showing a seven - year live track record of consistent outperformance against the benchmark, the S&P China A BMI (see Exhibit 3).

Benchmarking against an index is really the best way to objectively evaluate investment performance.

Most actively managed core bond funds are measured against the Aggregate Index, even though their holdings often sit outside the benchmark.

Hedge funds which benchmark against an index such as the S&P 500 and can go anywhere, invest in bonds, loans, distressed debt, currency, etc is not what the Prof is talking about and hence, perhaps, some of the confusion surrounding returns on an index and the word «collectively».

Go beyond basic performance data, review advanced statistics and ratios for each program; benchmark against various indexes.

The indices also let analysts benchmark a stock against other stocks with similar characteristics.

RAFI Fundamental Index ™ is Research Affiliates» proprietary non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectatIndex ™ is Research Affiliates» proprietary non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectatindex strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectations.

The SPIVA Scorecard, published by S&P Dow Jones Indices, «compares actively managed funds against their appropriate benchmarks on a semiannual basis.»

However, both types of returns are not ideal choices for investors who are interested in benchmarking their performance against appropriate indices.

RAFI Fundamental Index is a non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectatIndex is a non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectatindex strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectations.

Some industry experts believe managed account performance should not be benchmarked against an index but instead against an investor's unique individual goals.

The S&P Indices Versus Active (SPIVA ®) Latin America Scorecard is a semi-annual report that compares the performance of active mutual funds in Latin America against passive benchmarks.

Even portfolios that are perfectly indexed against a benchmark behave differently than the benchmark, even though this difference on a day - to - day, quarter - to - quarter or year - to - year basis may be ever so slight.

The common benchmark drop - down menu offers you pre-selected options for tracking your portfolio against popular market indexes.

Institutional bond investors often use the indexes as a benchmark against which to measure their performance.

The fund is benchmarked against the FTSE TMX Canada Short Term Corporate Bond Index.

Market - capitalization based indexes have served a useful purpose as indicators of broad market performance and as benchmarks against which to measure active manager performance.

The chart will refresh itself to display your portfolio's performance index against your selected benchmark.

The firms will be evaluated on their performance, after fees, against the portfolio benchmark (Barclays Capital US Aggregate Bond Index) over a full market cycle of highs and lows at an acceptable level of risk.

The S&P Indices Versus Active (SPIVA) India Scorecard, which is a biannual report, attempts to capture the performance of active funds (both equity and debt funds) domiciled in India against S&P BSE benchmarks over different time horizons.

Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index or benchmark which is considered to represent the market's movement as a whole.

Tax savings or ELSS is a unique category where the funds can benchmark against different indices and follow different investment strategies.

The index is used as a benchmark; however, you do not actually invest in it, offering balance and protection against the ups and downs in the market.

Ciana Locke presents Market Index Funds posted at Best Index Mutual Funds, saying, «The dominant issue in choosing among passively managed index mutual funds and ETF funds benchmarked against the S & P 500 is that securities industry management and trading fees are all over the map from reasonably low to shockingly high.&rIndex Funds posted at Best Index Mutual Funds, saying, «The dominant issue in choosing among passively managed index mutual funds and ETF funds benchmarked against the S & P 500 is that securities industry management and trading fees are all over the map from reasonably low to shockingly high.&rIndex Mutual Funds, saying, «The dominant issue in choosing among passively managed index mutual funds and ETF funds benchmarked against the S & P 500 is that securities industry management and trading fees are all over the map from reasonably low to shockingly high.&rindex mutual funds and ETF funds benchmarked against the S & P 500 is that securities industry management and trading fees are all over the map from reasonably low to shockingly high.»

The «tracking error» describes the difference between the return of the ETF and the return of the index the ETF is benchmarked against.

Many exchange - traded funds that passive investors use tend to follow the S&P 500 (SNPINDEX: ^ GSPC) as a benchmark, tracking their performance against the venerable index and seeking to match the market's overall gains.