Sentences with phrase «asset category benchmark»
This alpha calculation is primarily only used against a comparable asset category benchmark as noted in the examples above.
https://www.investopedia.com/ Not exact matches
A basic calculation of alpha subtracts the total return of an investment from a comparable benchmark in its asset category.
In the case of the actively managed equity mutual funds, all the fund categories have higher five - year asset - weighted returns than their respective benchmarks.