Sentences with phrase «benchmark index for»

BMO S&P 500 Index ETF (ZSP): The S&P 500 is the most widely recognized benchmark index for U.S. equities.

So there has never been a decent benchmark index for micro-cap stocks, and there probably never will be.

To interpret this Exhibit, using the first line example, we see that 89.52 % of active mutual funds with a 10 - year track record and following a large cap growth strategy failed to outperform the S&P 500 Growth (the benchmark index for the group) over the same 10 - year measurement period.

These leveraged ETFs seek a return that is +300 % or -300 % of the return of their benchmark index for a single day.

The benchmark of multi-cap fund now is NIFTY 500 Index, after the merger it is going to be NIFTY 50 Hybrid Composite Debt 65:35 Index (which is the current benchmark index for HDFC balanced fund).

The benchmark index for...

In 2012 SEBI made it mandatory to AMC to declare a benchmark index for its mutual funds based on individual funds objective.

Now let us take a look at the XIRR of these funds for the past one year, and compare it with the XIRR of the benchmark index for the exact same time, including the identical pattern of cash flows as in each fund.

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.

For example, S&P is the creator of the S&P 500 index, the most popular benchmark index for US equity returns.

This is big news from what is effectively the world's benchmark index for emerging - market stocks, and it sends an important signal about the credibility of A-shares.

The benchmark index for equity volatility rose to more than twice its level the day before, crushing bettors who'd gotten used to years of very low volatility.

The reported return of each of the sample portfolios was derived using what we, as of the date hereof, deemed to be the most appropriate available benchmark indices for the asset classes making up that portfolio.

For the first time she receives monthly reports which compare the performance of her investments to benchmark indices for the over-all market.

To be clear, my colleague Professor Snowball has written often about the difficulties of beating benchmark indices for those funds that actually try.

Those who invest in active funds may expect portfolio managers to deliver excess returns over their benchmark indices for the fee they paid.

Not exact matches

Major reforms are being taken seriously by investors, and plans from major index providers to add Saudi stocks to emerging market benchmarks are providing support for stock growth.

The chart below shows indexed month - end stock prices for each bank during their CEO's tenure, as well as the performance of a benchmark, the S&P / TSX Composite Index Financials Sector Index GICS Level 1 (STFINL):

«Based on data from the Council for Community and Economic Research in the second quarter of 2017, we ranked the [10] cheapest cities to live in based on [its] cost - of - living index score,» compared to a national average benchmark of 100.

Goldman calculates that its index, spanning 10 of the benchmark's 11 major industries, will grow revenue by 16 % this year, compared with 6 % for the median S&P 500 company.

Over the past 12 months, while the broader stock market rose 16 %, the S&P financials index rose 19 %; in late January, that benchmark crossed the 500 mark for the first time since 2008.

The tech - laden Nasdaq index has hit the 5,000 benchmark for the first time in 15 years.

The S&P / TSX Composite index, the main index for Canadian stocks, traded 0.2 percent higher at 15,668.93 as of 1:39 p.m. ET, which was the last update for the benchmark.

For the fourth straight year, MSCI is set to announce its decision on including mainland Chinese stocks in its benchmark emerging markets index.

However, Vancouver reported that the MLS home price index composite benchmark price for all residential properties in Greater Vancouver was $ 593,100, down 3.9 per cent compared with a year ago.

Even the Athens Stock Exchange General Index, the benchmark for the most economically challenged country in the world, is up 25 % this year.

For example, the Vanguard Balanced Index Fund seeks — with 60 % of its assets — to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock maIndex Fund seeks — with 60 % of its assets — to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock maindex that measures the investment return of the overall U.S. stock market.

Shares of Longfin plunged for a second straight day after FTSE Russell said it would remove the stock of the small, cryptocurrency play from the benchmark Russell indexes.

After discovering how much I was wasting on actively managed mutually fund fees that didn't have a perfect track record for beating their respective benchmarks, I switched to low cost index fund ETFs.

The stock loss accounted for a sizable 12 points in the benchmark index.

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 S&P GSCI ® seeks to provide investors with a reliable and publicly available benchmark for investment performance in the commodity markets, and is designed to be a «tradable» index.

For the 12 - month period ended March 31, the China Region Fund (USCOX) delivered a noteworthy return of 37.06 percent, compared to its benchmark, the Hang Seng Composite Index, which rose 24.40 percent.

The fund is referred to as «aggressive» because the composition of the fund does not necessarily reflect the composition of its benchmark index: it may invest in preferred shares issued by Split Share Corporations, for instance, and is not required to hold such classes of shares as floating rate issues, which are expected to underperform for the foreseeable future.

The Dow Jones Industrial Average wasn't far behind, and one of the best performances was turned in by the Russell 2000 Index, the benchmark for small - cap equities, which was up by more than 31 percent.

Earlier in Asia, The benchmark Shanghai Composite Index fell 8.5 % in China, erasing their gains for the year.

The KBW Nasdaq family of indexes are closely watched benchmarks and are widely cited as barometers for the health of the financial sector.

In a rising interest rate environment, the risk that investors have in owning all bond mutual funds and / or bond ETFs for their bond allocation is that both vehicles are managed on a relative return basis versus a benchmark index.

Chief Asia Equity Strategist Jonathan Garner expects 26.5 % year - over-year average earnings growth for components of the benchmark Tokyo Stock Price Index in 2017, followed by 9.8 % growth in 2018.

The Barclay 3 - Year Municipal Bond Index is a total return benchmark designed for long - term municipal assets.

Xiaomi's listing plans come as the company and its investors look to capitalize on a bull run for the Hong Kong market, with the benchmark Hang Seng Index rising about 27 percent over the past year.

IXUS offers an extremely broad portfolio of international equities, tracking the same index that we use for our segment benchmark.

Among other things, S&P is engaged in the business of developing, constructing, compiling, computing and maintaining various equity indices that are recognized worldwide as benchmarks for U.S. stock market performance.

On the following daily chart of the benchmark S&P 500 Index SPDR ($ SPY), a popular ETF proxy for the broad - based S&P 500 Index, we have highlighted the reclamation of its 50 - day moving average:

I'm pleased to share with you that our China Region Fund (USCOX) beat its benchmark, the Hang Seng Composite Index (HSCI), by an impressive margin for the one - year, three - year and five - year periods, as of August 1.

We'll tell you why it does not matter later in this article, but let's first take a quick look at the daily chart pattern of the S&P 500 SPDR ($ SPY), a popular ETF trading proxy for the benchmark S&P 500 Index:

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.

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.

For a core bond fund, the typical benchmark is the Barclays (formerly Lehman) Aggregate Index.

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.