Sentences with phrase «bond indices»

MVIS Bond indices provide access to a specific selection of fixed income indices including unique index benchmarks such as the MVIS EM Aggregate Bond Index (MVEMAG) or the MVIS US Investment Grade Floating Rate Index (MVFLTR).

Abstracting from changes in the composition of corporate bond indices, spreads between yields on government and corporate bonds have shown a small net decline over the past three months (Graph 48).

The high yield bond indices are rolling over quickly.

Broader green bond indices, usually an assortment of companies and sectors often unrelated to renewable energy generation, have seen lacklustre returns, much lower than those of appropriately - defined indices.

The JPMorgan Emerging Markets Bond Index Global, a U.S. dollar - denominated index of 65 emerging - market countries, yields about 5 %.

And through the decade ended in 2015, (the last year for which such results are available) colleges also trailed a passive stock and bond index.

Exchange - traded funds that track high - yield bond indexes have been the beneficiaries of a cash surge in recent weeks.

The yield on the BofA Merrill Lynch High Yield Bond index rose from just over 6 percent at the end of May to 7.9 percent as of Nov. 17.

Exchange - traded funds that track high - yield bond indexes have been the beneficiaries of a cash surge in recent weeks as market participants figure the central bank probably won't raise rates in 2015, and it could be well into 2016 before anything happens.

When the Standard & Poor's 500 - stock index lost 10 percent from late January to early February, the Bloomberg Barclays Aggregate U.S. Bond index fell more than 1 percent.

Bonds, as measured by the Barclay's Aggregate Bond Index, have risen 5.8 % in 2014, including interest payments.

The bond ETF, the iShares Canadian Bond Index Fund (XBB), declined 1.5 % and had a lesser impact due to its 30 % allocation.

Overall, the Barclay's U.S. Aggregate bond index is up nearly 2.2 % this year.

Not just because interest rates are low but because bond indexes have greater interest - rate risk, coupled with a tiny buffer to help offset losses.

This boring, two holding portfolio (Barclay's Aggregate Bond Index, S&P 500, annual rebalance) has had positive returns for nine straight years.

The bond portion will be tracking the Barclays Capital Aggregate Bond Index which is a good proxy for the entire U.S. bond market.

Here are some examples: You can own a mid-size company index; a small company index; an international index; an emerging market index (think Third World countries); a government bond index; a corporate bond index; a real estate index fund and on and on.

Bloomberg Barclays U.S. Aggregate Bond Index: An unmanaged index composed of securities from the Bloomberg Barclays Government / Corporate Bond Index, Mortgage - Backed Securities Index and the Asset - Backed Securities Index.

For U.S. bond market returns, we use the S&P High Grade Corporate Index from 1926 through 1968, the Citigroup High Grade Index from 1969 through 1972, the Lehman Brothers U.S. Long Credit AA Index from 1973 through 1975, the Barclays U.S. Aggregate Bond Index from 1976 through 2009, and the Spliced Barclays U.S. Aggregate Float Adjusted Bond Index thereafter.

SHYL tracks a broad and straightforward short - term bond index that includes all high - yield corporate debt meeting the liquidity requirements.

On the flip side, since its 2009 lows, the Barclays aggregate bond index is only up about 25 %.

They compare my various investments (You Index) to the S&P 500, a US Bond index, and a foreign stock index.

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

The Bloomberg US Aggregate Bond Index fell 0.7 % in April and for year so far is down 2.2 %.

Since 2013, many investors have shunned this bond index, believing the Agg's higher duration or interest rate risk left portfolios exposed to large losses if interest rates shot up.

Moderate income model portfolio: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 19 % Bloomberg Barclays U.S. Aggregate Bond Index (1 — 3Y), 30 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 7 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 5 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 12 % S&P 500 Index, 2 % Russell Midcap ® Index, 2 % Russell 2000 ® Index, 4 % MSCI EAFE Index (USD), 5 % FTSE EPRA / NAREIT Developed Index.

The Bloomberg Barclays U.S. Aggregate 10 + Year Bond Index is unmanaged and is composed of the Bloomberg Barclays U.S. Government / Credit Index and the Bloomberg Barclays U.S. Mortgage - Backed Securities Index and includes Treasury issues, agency issues, corporate bond issues, and mortgage - backed securities with maturities of 10 years or more.

Most of the corporate data from the 1950s (e.g. Moodys and Dow Jones Corporate Bond index) is for 20 to 30 year maturities.

The Bloomberg Barclays U.S. Aggregate 5 — 7 Year Bond Index is unmanaged and is composed of the Bloomberg Barclays U.S. Government / Credit Index and the Bloomberg Barclays U.S. Mortgage - Backed Securities Index and includes Treasury issues, agency issues, corporate bond issues, and mortgage - backed securities with maturities of five to seven years.

Moderate Growth and Income Four Asset Group model portfolio without private capital: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 11 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 6 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 3 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 20 % S&P 500 Index, 8 % Russell Midcap ® Index, 6 % Russell 2000 ® Index, 5 % MSCI EAFE Index (USD), 5 % MSCI EM Index (USD), 5 % FTSE EPRA / NAREIT Developed Index, 2 % Bloomberg Commodity Index, 3 % HFRI Relative Value Index, 6 % HFRI Macro Index, 4 % HFRI Event - Driven Index, 2 % HFRI Equity Hedge Index.

Studies have consistently shown that the returns achieved by the average stock or bond fund investor have lagged the reported returns of the average stock or bond index, often by a large margin.

Yields on the iShares S&P TSX 60 (XIU - TO) are around 2.25 % and on the iShares DEX Universe Bond Index ETF of mid-term bonds is around 3.8 % with -LSB-...]

More interesting is the return on the BofA Merrill Lynch U.S. High Yield Energy Bond index, which has a whopping 18.26 % return YTD, but over the past year still has a negative 15.65 % return.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

The J.P. Morgan Emerging Market Bond Index Global (EMBI Global) currently covers 27 emerging - market countries.

The Barclays U.S. Aggregate Bond Index is a market value — weighted index of investment - grade fixed - rate debt issues, including government, corporate, asset - backed, and mortgage - backed securities, with maturities of one year or more.

The Bloomberg Barclays U.S. Corporate High Yield Bond Index covers the universe of fixed - rate, non-investment-grade debt.

Investors should also find ample liquidity in the PIMCO Investment Grade Corporate Bond Index ETF (CORP), with $ 6.53 M in daily dollar volume.

The Bloomberg Barclays U.S. Aggregate Bond Index is composed of the Bloomberg Barclays U.S. Government / Credit Index and the Bloomberg Barclays U.S. Mortgage - Backed Securities Index and includes Treasury issues, agency issues, corporate bond issues, and mortgage - backed securities.

Treasuries represent about 35 % of the Barclays Capital Aggregate Bond Index, so if you think they are not a good investment, buying a bond index fund is not a good idea.

The Barclays Global Aggregate Bond Index is an unmanaged market value — weighted index representing securities that are SEC registered, taxable, and dollar denominated.

The Barclays U.S. Intermediate Government Bond Index is a market value — weighted index of U.S. government fixed - rate debt issues with maturities between one and 10 years.

Represents the corporate and government - related sectors of Bloomberg Barclays Global Aggregate Bond Index (which provides a broad - based measure of the global investment - grade, fixed - rate debt markets) and is considered representative of global investment - grade debt.

Bond indexes have declined this year, as the growing economy has led the Fed to raise interest rates and investors have grown increasingly concerned about the potential for accelerating inflation.

The sector breakdown of the Bloomberg Barclays U.S. Convertibles: Cash Pay Bond Index currently has a large exposure to equity factors and sectors we are positive on, namely the momentum factor and technology, which comprise nearly half of the index (source: Bloomberg, as of 1/10/2018).

The Ibbotson U.S. Intermediate - Term Government Bond Index is a custom index designed to measure the performance of intermediate - term U.S. government bonds.

The Bloomberg Barclays U.S. Aggregate 1 — 3 Year Bond Index is unmanaged and is composed of the Bloomberg Barclays U.S. Government / Credit Index and the Bloomberg Barclays U.S. Mortgage - Backed Securities Index and includes Treasury issues, agency issues, corporate bond issues, and mortgage - backed securities with maturities of one to three years.

It also found that during the same period, the average fixed - income investor earned only a 6.08 % return per year, while the long - term Government Bond Index reaped 11.83 %.

For example, income has driven about 90 % of annual bond returns over the past 10 years, based on the Bloomberg Barclays U.S. Aggregate Bond Index.

Fee for the S&P Index fund is 0.04, Bond Index fund is 0.05 and the FRTXX is.42 %.