Sentences with phrase «benchmark index also»

I also further agree that scheme names are confusing having nearly same mandate with some times same benchmark index also.

Not exact matches

The benchmark Standard & Poor's 500 index also hit an all - time high Friday of 2,367.34, and it's up 10.6 percent since the election.

In addition to scanning hundreds of daily ETF chart patterns every night, we also use percentage change charts to compare the performance of numerous industry sectors with the benchmark S&P 500 and / or Nasdaq Composite indices.

Benchmark stock indexes were also volatile Wednesday, as investors mulled the impact of rising bond yields and disappointing earnings.

Following a January rally, the global commodities complex underwent declines in February before partially recovering in March; for the first quarter as a whole, the benchmark Thomson Reuters CoreCommodity CRB Index (CRB) gained 0.8 % on a price - only basis.1 Among the 19 component commodities tracked by the CRB, advancers had a slight edge over decliners, buoyed by growth in global economies and weakness in the trade - weighted US dollar, which retreated 2.1 %, according to the Federal Reserve's (Fed's) US Dollar Index.1 Aside from robust gains for a host of agricultural products, oil and gold were also among the commodity winners.

The study also found that long - term annual returns of the MSCI KLD 400 Social Index, which comprises firms scoring highly on environmental, social and governance (ESG) criteria, outperformed the S&P 500, a benchmark of the broader US stock market, by 45 basis points, since its inception in 1990.

Its base case for US stocks — also tempered — calls for 1 % average annualized earnings - per - share growth in the Standard & Poor's 500 Index, the broad benchmark of the US market.

This decision has also enabled the fund to outperform its benchmark, the MSCI Emerging Markets Europe 10/40 Index, which still maintained a 46 - percent weighting in Russia as of the end of November.

Also, let's not forget that many institutions are benchmarked to the version of the MSCI Emerging Markets Index that EEM tracks, not the MSCI Emerging Markets Investable Markets Index that IEMG tracks.

Also interesting was the number of stocks in the Cosmic Balanced fund versus the benchmark TSX Composite Index.

State Street is also changing the indexes on three of the SPDR Portfolio ETFs, moving from Russell indexes to brand - new in - house benchmarks:

In addition to market indexes and ETFs, the movement of stock prices of four main companies in the financial services sector — Wells Fargo, J.P. Morgan Chase, Berkshire Hathaway and Goldman Sachs — are also sometimes utilized as benchmarks for the entire sector.

Like $ QQQ, the S&P 500 SPDR ($ SPY), an ETF that represents the benchmark S&P 500 Index, has also found resistance near the upper trend line of its trend channel.

Inverse ETFs seek to provide the opposite of the investment returns, also daily, of a given index or benchmark, either in whole or by multiples.

Compounding can also cause a widening differential between the performances of an ETF and its underlying index or benchmark, so that returns over periods longer than one day can differ in amount and direction from the target return of the same period.

Long - only funds keep an eye on the index for their benchmark performance rate, and will also be interested.

This gap is not reflected in Education Week «s McLoone Index because New York City, although among New York state's poorest districts, is also the state's median - spending district - and therefore the benchmark for the McLoone Index's comparisons.

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

ETFs may include certain expenses that can reduce their net asset values, and thus affect their performances and also affect a Client's portfolio performance or an index benchmark comparison.

I also have had a lower amount of volatility (as measured by standard deviation of day - over-day returns) then my benchmark index (the S&P / TSX Composite Inindex (the S&P / TSX Composite IndexIndex).

It also demonstrates the importance of benchmark selection, especially when a single static index is used.

Rick Ferri wrote in his book «All About Index Funds» that 25bp below the benchmark is regarded as an ideal target.John Bogle also commented in his book «Common Sense on Mutual Funds» that the tracking error must be as close to zero as possible for market returns to be as close to 100 %.

Also some indexes are rebalanced frequently, causing funds that follow them to trade more frequently to keep matched to the benchmark.

There are also indexes that serve as benchmarks for bond funds, a variety of other investments, and investment strategies.

PWL Capital has also provided a link to its own monthly market statistics, which include index data that may help you benchmark your own portfolio.

Although the above indexes mention mid-cap stocks as well as large caps, the more popular S&P / TSX 60 is also comparable, since it covers almost the same slice of the market as the FTSE benchmark:

FWIW, the risk of underperformance also came to mind, but I think that's mostly used to describe the risk of choosing, say, an actively - managed fund (or individual stocks) over a passive benchmark index investment more likely to match market returns.

If an index fund incurred excessive trading costs trying to replicate a huge and unwieldy benchmark, that would also be a problem.

They can also compare the performance of equity oriented schemes with the benchmarks like BSE Sensitive Index, Nifty, etc..

The comparison also includes performance of two indices — one is the benchmark of the fund, that is, S&P BSE Mid cap and the other is the broad market index, Nifty 500.

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

It's sorted by Sharpe but I've also highlighted the top five funds (more in the case of a tie) in each measure with Vanguard's Total Stock Market Index added as a sort of universal benchmark.

The Standard & Poor's Indices Versus Active Funds Scorecard for the six months ended June 30 also showed most active fixed - income funds underperforming their benchmarks, though managers of short - dated government debt did manage to best their indexes in each of the one -, three - and five - year sampling periods.

Low - fee investments, such as index funds or exchange - traded funds (ETFs) that simply track the broad market through a benchmark index, may also be worth considering.

Despite the previous discussion, let us be gracious and assume that the Dan Wiener finance newsletter performance data are accurate and furthermore let us also assume that that the Wilshire 5000 is an appropriate benchmark for a Growth Stock index.

Most of the value indices tracked by MSCI have also trailed the World benchmark (even excluding the performance of the US market).

2 — Avg returns generated by the respective Fund Categories and also the respective Benchmark indices can be considered when doing analysis.

Also, benchmark investors» have been purchasing bonds to match their index's duration extension for the May month - end rebalancing.

Investors should also note the fund's rather high turnover — ranging from 40.44 % in 2004 to 85.85 % in 2006 (when the fund underperformed the benchmark index by 30 %)-- and realize that the after - tax performance of HAX in taxable accounts is likely to be horrible.

It's interesting to note that the Index Funds also have beaten their benchmarks.

The risk is also lower than the concerned benchmark index.

Also note that ERUS tracks an MSCI index, like our benchmark, which excludes Russian companies that incorporate and / or list overseas.

iShares also changed the benchmark on its long - term bond ETF, formerly offered under the ticker GLJ, to the Barclays U.S. Long Government / Credit Bond Index.

Blog discussions may also contain references or comparisons to indexes or benchmarks.

Which makes performance tracking that much easier both for me & for readers (note I also exclude dividends, to be consistent with my benchmark indices), it keeps attention focused purely on stock - picking (which, of course, is what the blog's all about!)

It also provides a reason unrelated to fees for active managers» difficulty in beating their index benchmarks.

Critical questions we received asked why we don't address the reason index funds and ETFs also underperform the benchmark indices.

With about 50 % of the revenues of the S&P 500 companies coming from overseas, the index is also a leading benchmark for developed markets worldwide.

The choice of a global property benchmark is also key, as the use of a REIT - only index can be highly limiting from a geographical diversification standpoint.

If you prefer investing jargon, this is also called «alpha», which is the excess returns of an investment relative to the returns of a benchmark index.