Sentences with phrase «benchmark over»

Judge Paul Reinhardt served as the first editor of Benchmark over 12 years.

Still, research finds that over 90 % of actively managed high - yield funds underperformed the broad - based benchmark over the past 10 years.

In the most recent report, we see that 60 percent of all actively managed large - cap funds trailed their benchmark over the past five years.

Funny how it didn't occur to the 96.7 % of Canadian equity fund managers who failed to beat the market benchmark over the last five years.

So here's an ad arguing that skilled active managers can outperform their benchmark over the long term, and the «evidence» covers an absurdly short period and uses an entirely inappropriate benchmark.

Here's an ad arguing that skilled active managers can outperform their benchmark over the long term, and the «evidence» covers an absurdly short period and uses an entirely inappropriate benchmark.

The fund has consistently outperformed its benchmark, generating an annualized return of 9.18 % p.a as compared to 8.25 % p.a of its benchmark over a 5 year period.

Study after study shows that even professional money managers have a difficult time beating the market, with more than 90 % failing to beat their benchmark over the past 15 years.

The formula for calculating beta is the covariance of the return of an asset with the return of the benchmark divided by the variance of the return of the benchmark over a certain period.

The Defined Risk Strategy is designed to outperform the underlying benchmark over a full market cycle (bull and a bear market).

While there are good active managers who do outperform their benchmark over long periods of time, I'm afraid you're not likely to find them running an insurance company's segregated fund line - up.

The strategy's secondary objective is to seek long - term capital preservation, to generate attractive absolute and risk - adjusted returns, and to attain higher relative returns compared to its benchmark over a full market cycle.

It is well established that low volatility strategies deliver higher risk - adjusted returns than the broad - based, market - cap - weighted benchmark over a long - term investment horizon.

Using the S&P 500 as the benchmark over the last five years sure made actively managed mutual funds look better than they actually were.

Evidently, the vast majority of A-REIT funds tended to be more defensive than their benchmark over the past five years, as most of them recorded less volatile returns over the one -, three -, and five - year periods.

This statistic deteriorated over the long run, with over 87 % of active managers underperforming their benchmark over the 10 - year period.

Overall, about 57 % of active fund managers investing in pan-European equities underperformed their benchmark over the one - year horizon ending June 30, 2016 (see Exhibit 1).

About a 95 % chance of underperforming it's benchmark over time.

Indian ELSS funds had the highest percentage of actively managed funds leading the benchmark over the period.

In general, 75 % of domestic US equity funds underperformed their benchmark over a 10 year period.

The asset - weighted composite of large - cap active managers outperforming the benchmark over the one - year period has led us to closely examine the sources of (or detractors from) active returns.

The fund also failed to outperform its benchmark over the most recent three - and five - year periods.

ACR International Quality Return Fund will seek is «to protect capital from permanent impairment while providing an absolute return above the Fund's cost of capital and a relative return above the Fund's benchmark over a full market cycle.»

Eric Rosenberg, author of PersonalProfitability.com, a finance blog, says it's more important to understand the top and bottom of your score's range and to benchmark yourself over time.

The bank also sent a message that the economy will likely need an even higher benchmark over time.

The strategy is focused on fundamental research, aimed at delivering strong outperformance relative to the benchmark over the longer term within the context of a risk management framework.

The data presented above shows that when equity funds were divided into quartiles based on their average holding period, a much higher percentage of funds with longer holding periods outperformed the benchmark over the full period than did funds in any of the other quartiles.

In pursuit of this objective, the team will focus on achieving three goals, which we believe will result in better risk - adjusted returns than the benchmark over the long - term:

According to the 2015 year end SPIVA ® Europe Scorecard, which measures the performance of actively managed funds against their benchmarks, 84 % of U.S. active funds underperformed the S&P 500 and an astounding 98 % of U.S. active funds trailed their benchmark over the past 10 years.

While the fund portfolio is behind the overall market year to date, it has outperformed the Vanguard Total Market benchmark over the last five years.

The SPIVA research returns fairly similar results every year; the vast majority of active funds underperform their benchmark over both the short term (one year) and the longer term (five years).

The chance of a closest indexer beating the benchmark over any meaningful period is close to zero.

For each of the benchmarks in Exhibit 2, Exhibit 3 shows the excess total return of the respective benchmark over the increase of the cost of income for each respective year (from 2020 to 2060).

AAII Model Portfolios Real Estate Holding Distinguishes ETF Model Portfolio From Benchmark AAII's Model ETF Portfolio is underperforming its benchmark due largely to the same holding that allowed it to beat the benchmark over other time periods — the holding in iShares Cohen & Steers Realty Majors Fund.

Jason Zweig of The Wall Street Journal recently cited an S&P study which found three quarters of active mutual funds fail to beat their benchmark over the long haul.

She also hit a new benchmark over the weekend, hosting Saturday Night Live for the very first time and becoming one of only 12 black women to host the show in over 40 years.

The resulting portfolio has lagged our benchmark over the past 12 months.

This formulation allows for the natural short - run variation in inflation over the cycle while preserving a clearly identifiable performance benchmark over time.

First, quality has historically delivered a return premium, i.e. the opportunity to outperform a broad benchmark over the long term.

«With their own sizable investment portfolios, most public companies could use their power as shareholders to urge public companies and asset managers to take a relentlessly long - term focus... That may mean using performance benchmarks over three -, five - and even 10 - year periods, in addition to shorter period benchmarks.»

Since the vast majority of money managers underperform their benchmarks over the long - term after costs, you will by definition do better than most money managers.

Those with risk - managed practices will have protected capital losses compared to passive benchmarks over these periods.

Furthermore, the President will make it a national imperative to dramatically improve student achievement in math and science, and move US students from the middle of the pack to the top on international benchmarks over the next decade by challenging all Americans to dramatically increase support for math and science education.

A 10 - inch Android tablet by the name Dell Venue 10 5050 have been benchmarked over at GFXBench, revealing potential specs for an as of yet unofficial tablet.

While many hedge fund managers — and most mutual fund managers — underperform their respective benchmarks over time, their highest - conviction picks actually tend to outperform.

The theory says that managed volatility funds should be competitive with their benchmarks over the long term by limiting losses during downturns.

Normally, these conditions would be ideal for active managers, but our report indicates that the majority of euro - denominated funds invested in European equities trailed their respective benchmarks over the one -, three -, and five - year periods.

The SPIVA Australia Scorecard, which is published twice a year, tracks the number of actively managed Australian mutual funds that were outperformed by their comparable benchmarks over different timeframes.

IPO performance has traced a similar path as the small - stock benchmarks over the past two years.

Only a very small percentage of actively managed Canadian, US and international equity funds beat their benchmarks over the last five years, according to Standard & Poor's.