We calculate our performance on a slightly different basis, recording the level of the S&P 500 index on the day each stock is added to the portfolio and then comparing the performance of each stock
against the index for the same holding period.
Not exact matches
The dollar
index rose 0.8 percent
for the week, with the dollar rising
against most currencies.
TORONTO — Canada's main stock
index closed higher Monday as the loonie moved up
against the U.S. dollar on a mixed day
for the markets.
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.
Since, Eden has seen its own growth
index against the growth of OrgOrg and the company felt that the acquisition made sense
for growing its clientele.
The CEER
index is a weighted average of bilateral exchange rates
for the Canadian dollar
against the currencies of Canada's major trading partners.
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.
The Vanguard Group will cheerfully compare expense ratios of its funds
against other funds, because Vanguard largely markets itself as the popularizer of low - cost
index funds.4 Here for instance is a little thing from Vanguard's description of its Total Stock Market Index
index funds.4 Here
for instance is a little thing from Vanguard's description of its Total Stock Market
Index Index Fund:
For example, you stated that the return of AT&T between the 2009 market low and June 3, 2013 was only 50 % and compared this against a return of 140 % for the S&P 500 Ind
For example, you stated that the return of AT&T between the 2009 market low and June 3, 2013 was only 50 % and compared this
against a return of 140 %
for the S&P 500 Ind
for the S&P 500
Index.
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.
To gauge the effects a particular development will have on the
index, GeoQuant relies on historical trends that serve as corollaries to current events —
for instance, impeachment proceedings
against President Bill Clinton in the 1990s.
Against a backdrop of deflation around the world, China's producer price
index and purchase price
index have been dropping
for several years, and the latter is lower than the producer price
index, further indicating that China shouldered the external deflationary pressure.
For his part in the bet, Seides picked five funds - of - funds with interests in more than 200 hedge funds to go up
against Buffett's Vanguard S&P
index fund.
Price - to - book (P / B) ratio is another popular tool
for measuring the price of a stock or
index against its per - share book value (total assets minus intangible assets and liabilities).
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.
«We seek absolute returns, not relative ones, and resist being benchmarked
against market
indices for that reason» Seth Klarman
Short - dated Bonds tend to be a proxy
for cash, long - dated bonds a hedge
against deflation, and
index - linked bonds a hedge
against inflation.
«The Russell 2000 has risen 2.9 percent in April
against a rise of 2 percent
for the Russell 1000
Index and has similarly outperformed
for the past month and year - to - date.
So
for this version we are going to discount monthly search volume by multiplying is
against the inverse discount rate of the competitive scores (1 minus the competitiveness
index percentage).
In Canada, the ten largest holdings within the S&P / TSX Composite
Index account for 37 % of the total index, a standout figure when compared against major global mar
Index account
for 37 % of the total
index, a standout figure when compared against major global mar
index, a standout figure when compared
against major global markets.
With ForeAccumulation, you receive accumulation of earnings on a tax - deferred basis, the reliability of guaranteed protection
against market losses, the opportunity to capitalize on positive movement of an
index and the dependability of knowing you have the opportunity
for your money to grow faster than with traditional deposit products.4
For Oakmark Equity and Income Fund, beta is measured
against the S&P 500
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 -LSB
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 -LSB
index that measures the performance of a hypothetical portfolio that sells one - month S&P 500 ®
Index (SPX) put options against collateralized cash reserves -LSB
Index (SPX) put options
against collateralized cash reserves -LSB-...]
Foreign equities moved higher
for a seventh successive quarter, advancing 5.3 per cent in Canadian dollar terms
against 5.2 per cent
for the MSCI World
Index.
For example, one can see the strong relationship between the price of oil (inverted in attached chart) when plotted
against the dollar
index.
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.
In fact, gold also climbed to new all - time highs
against all of the currencies constituting the US Dollar
index, save
for the Swiss franc.
Against that backdrop, the MSCI U.S. Minimum Volatility
Index slightly lagged the S&P 500
for the first three quarters of the year before roaring ahead to end 2015 at 16.5 %, compared to the S&P's 13.7 %.
«As a result, the spot prices
for New Zealand dairy products — upon which the
index is based — have surged, as buyers big
against each other to meet commitments.»
KEY FACT: Spurs are unbeaten in their last 10 Premier League matches
against Everton MATCH ODDS: Leicester 10/11 Draw 13/5 Palace 7/2 bet365 Pick: Spurs to win to nil @ 5/6 ANDY SAYS: Spurs to win this
for me, should be fairly comfortable... 3 - 1 GRAEME SAYS: I can see Everton grabbing a shock win here... 1 - 2 SILKY SAYS: Tottenham will have far too much
for Everton in my view... 3 - 0 FOOTBALLIndex — One to follow: Christian Eriksen remains one of the best buys on the
Index
Nestlé weakened its own formula advertising policy prior to joining the
index, knowing it would be monitored
against its own policy — click here
for details).
This step backwards came about as Nestlé was applying
for inclusion in the FTSE4Good ethical investment
index, which assesses companies
against their own policies, rather than World Health Assembly marketing requirements.
Wealth creation in China turned negative
for the first time since the inception of the Bloomberg
index five years ago, with the country's richest losing $ 11bn in 2016 amid a slump in the Shanghai Shenzhen CSI 300
index and a seven per cent decline
for the yuan
against the dollar.
The
index revealed both the House and Senate remain below average
for the fifth straight Congress when measured
against the historic baseline, said Lugar Center President Richard G. Lugar, a former U.S. senator from Indiana.
By making its content available
for the CrossCheck
index, AAAS / Science helps to ensure the highest possible quality
for the CrossCheck database, and thus contributes to the fight
against plagiarism of scholarly literature.
Moving the thumb tip
against the
index finger is an optimal method
for performing computing inputs.
It's common in this pose
for students to press only the
index finger sides of the hands
against the back.
Although it's often touted as a good choice
for diabetics because of its low rank on the glycemic
index (or GI, meaning the body digests the sugar more slowly), some experts caution
against using it as a complete replacement
for table sugar.
Referring to Dr. Johnson's statement suggesting that the dietary recommendations
for older people should not be
indexed for energy, Dr. Pate asked if she would argue
against making adjustments
for physical activity level.
Each year, the DC Public Charter School Board (which authorizes all DC charter schools) uses an
index to assess the each school's quality
against rigorous standards
for academic growth, achievement, college readiness, attendance and re-enrollment.
The Rising of the Son Epilogue: The Place the World Exploded Recommendations
for (and, in One Case,
Against) Further Reading and Viewing Acknowledgments, Erkenningen, Terima Kasih
Index
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.
And Third Avenue remains fiercely independent: the active share
for the Value Fund is 98.2 %
against the MSCI World
index, Small Cap Value is 95 %
against the Russell 2000 Value
index, and International Value is 97.6 %
against MSCI World ex US.
In short, we are well hedged
against the potential
for significant market losses, but with the implied volatility on
index options fairly low, we've used shorter - term market fluctuations to modify our hedges in a way that better allows
for any extension of the market's advance.
You say, «The Total Relative performance, therefore, is the average performance of each stock
against the performance of the S&P 500
index for the same periods.»
The other thing to keep in mind about
index funds that are widely diversified (a total market fund
for instance)-- yes, it will lag on the upside
against a concentrated fund that does well.
If you want more protection
against rising rates, you can go with a short - term bond fund —
for example, Vanguard Short - Term Bond
index fund has a duration of just over 2.7 years — or you could split your bond stake between a total bond market and a short - term bond
index fund.
For example, your Canadian equity portfolio could be compared
against the S&P TSX Composite as represented by iShares S&P / TSX 60
Index ETF (XIU: TSX), Horizon's S&P / TSX 60 ™
Index ETF (HXT: TSX), BMO's S&P / TSX Capped Composite
Index ETF (ZCN: TSX) or Vanguard's FTSE Canada
Index (TSX: VCE).
Managed by State Street Global Advisors, it is the biggest ETF in the world and is
indexed against the S&P 500
Index, so it's day - over-day returns should be very similar to the
Index itself and thus suitable
for this analysis.