Sentences with phrase «benchmark indices over»

The SPIVA ® Australia Scorecard reports on the performance of actively managed Australian mutual funds against their respective benchmark indices over various investment horizons.

Since we published the first SPIVA Australia Scorecard in 2009, we have observed that the majority of Australian active funds in most categories have failed to beat comparable benchmark indices over three - and five - year horizons (with the exception of the Australian Equity Mid - and Small - Cap category).

In the notes following the performance charts contained herein for each of our Funds, we have always gone to great pains to point out the inherent inconsistency of equity returns, particularly in comparison to benchmark indices over shorter term measurement periods.

The SPIVA India Scorecard reports on the performance of actively managed Indian mutual funds compared with their respective benchmark indices over one -, three -, and five - year investment horizons.

Very few (if any) actively managed funds will outperform a benchmark index over 15 years.

... academic research and investors» costly experience has proved that very few do beat their benchmark index over long periods of time.

What you have to do is check to see how has your fund been performing versus its benchmark index over time.

Second, ask «How has my portfolio performed versus the benchmark indexes over the last year and over the last five years?»

Delivers performance that meets the benchmark index over time.

Are your investments matching the performance of their benchmark index over time?

There are libraries full of scholarly studies that conclude that active fund managers underperform their benchmark indexes over time, even before taxes are accounted for.

The latest SPIVA Scorecard from S&P Dow Jones Indices shows that more than 70 % of U.S. stock fund managers underperformed their benchmark index over the past five years.

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

Briefly, most professional investors are unable to beat their benchmark index over the long - term.

The list of mutual funds spotlights funds that beat their benchmark indexes over the past one, three, five and 10 years.

One tenet of index investors is that few active managers beat their benchmark index over time.

Most U.S. studies suggest that about 80 per cent of actively managed funds trail behind their benchmark indexes over a period of 10 years or more.

Not exact matches

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.

Now, those savings are pouring into equities markets like India's benchmark Sensex index, which has in turn seen a 14 % rally over the past year.

Looking across the European benchmark, Adidas hit to the top of the index, finishing up over 11 percent.

The Citi World Inflation - Linked Securities ex-US Index fell a hefty 3.3 % in April — the benchmark's biggest monthly decline in well over a year.

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.

On June 9, MSCI Inc., the New York firm whose MSCI Emerging Markets Index is the most widely tracked benchmark of share - price performance outside the developed world, will disclose whether it plans to add mainland Chinese stocks to the index over the coming Index is the most widely tracked benchmark of share - price performance outside the developed world, will disclose whether it plans to add mainland Chinese stocks to the index over the coming index over the coming year.

In closing, the daily chart of the benchmark S&P 500 Index below shows that it's always a negative technical signal when distribution days cluster over a very short period of time:

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.

Over the past few months, PowerShares Aerospace & Defense ($ PPA) has shown great relative strength to the benchmark S&P 500 Index.

With today's release of the February S&P / Case - Shiller Home Price Index, we learned that seasonally adjusted home prices for the benchmark 20 - city index were up 0.83 % month over mIndex, we learned that seasonally adjusted home prices for the benchmark 20 - city index were up 0.83 % month over mindex were up 0.83 % month over month.

Although day to day volatility has been pretty substantial in the S&P 500, the benchmark index has merely been oscillating up and down in a wide, sideways range over the course of several months:

For comparative purposes, the S&P 500 ® Index (the «S&P 500»), which is the Fund's benchmark and is considered to be reflective of the US securities markets, had a total return of 23.63 % over the same time period.

For comparative purposes, the S&P 500 ® Index, which is the Fund's benchmark, had a total return of 3.27 % over the same time period.

Analysis of the S&P Global Inc. (NYSE: SPGI) seasonal charts above shows that a Buy Date of October 5 and a Sell Date of December 29 has resulted in a geometric average return of 2.39 % above the benchmark rate of the S&P 500 Total Return Index over the past 20 years.

The Chinese indices trade mixed, with the Shanghai Composite erasing early gains to now trades -0.30 % lower at 3,142 points while the Hong Kong's benchmark Hang Seng index is up over 0.40 % at 22,050.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

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.

Year to date, the Dow Jones industrial average and the benchmark S&P 500 index have fallen about 8 percent, while theNasdaq composite has lost over 10 percent.

While floaters may be linked to almost any benchmark and pay interest based on a variety of formulas, the most basic type pays a coupon equal to some widely followed interest rate or a change in a given index over a defined time period, such as the year - over-year change in the Consumer Price Index (CPI), plus a fixed spread in basis points (1bp = 1/100 of 1 % or.0index over a defined time period, such as the year - over-year change in the Consumer Price Index (CPI), plus a fixed spread in basis points (1bp = 1/100 of 1 % or.0Index (CPI), plus a fixed spread in basis points (1bp = 1/100 of 1 % or.01 %).

Over the long haul, most actively managed stock mutual funds have underperformed the S&P 500 Index, the most popular and prominent benchmark for index fIndex, the most popular and prominent benchmark for index findex funds.

An important determinant of a floater's performance is the underlying benchmark or the reference rate, such as year over year change in the CPI (Consumer Price Index).

Wealthfront has raised over $ 10 million from DAG Ventures and individual investors including Marc Andreessen and Jeff Jordan and partners from Benchmark Capital, Index Ventures and Kleiner Perkins Caufield & Byers.

The Dow and S&P indexes suffered some of their worst losses of the year last week, and a shocking price move in the bond market sent the benchmark 10 - year Treasury yield below 2 percent, the lowest level in over a year.

To tie all these topics together, below is a new bracket with 8 benchmark indexes that shows that two indexes that buy VIX call options (LOVOL and VXTH) had the lowest standard deviations over the past decade.

While the VIX Index itself is a gauge and is not investable, Cboe offers the following VIX - related benchmark indexes (all shown in image above) that are designed to serve as benchmarks for hypothetical investable performance over more than a decade.

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

Relative strength — Any stock or ETF that has broken out over the past few weeks automatically is showing great relative strength to the S&P 500 because it has rallied to new highs ahead of the benchmark index.

The market there is down over 13 % and getting beat up by the benchmark MSCI Emerging Markets Index, but BlackRock thinks it does okay during a global trade war.

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.

Our suite of over 900 equity and fixed income ESG Indexes designed to represent the performance of some of the most prevalent ESG strategies can be used to help institutional investors more effectively benchmark ESG investment performance, issue index - based investment products, as well as manage, measure and report on ESG mandates.

Over the past five years, Google has dramatically outperformed the S&P 500 Index, which is the benchmark for the performance of a stock portfolio.

VIX futures indexes are mean reverting; funds benchmarked to them should not be expected to appreciate over extended periods of time.

The debate rages (and no doubt will continue to do so) over whether active stock pickers are able to beat their respective benchmark indices.