Sentences with phrase «compared against an index»

Data providers like Morningstar and Lipper can also provide some context by placing a fund in a peer group and comparing it against an index.

The group plans compare themselves against an index.

Not exact matches

The study compared the compound annual growth rate of a Family Index of 23 companies — in which at least 30 % of voting control belonged to a family with multi-generational involvement in the ownership or management — against 412 widely held firms over a 15 - year period (1998 to 2012).

In August, the investment firm Richard Bernstein Advisors compared the performance of the average investor — based on the monthly flows of money in and out of mutual funds — against a variety of stock indexes, commodities and other asset classes over a 20 - year period ending Dec. 31, 2013.

The increasing bullish momentum in the financial ETF we mentioned last Friday can be easily seen on the percentage change chart below, which compares the performance of S&P Select Financial SPDR ($ XLF) against the S&P 500 SPDR ($ SPY), a popular ETF proxy that tracks the performance of the broad - based S&P 500 Index:

Wouldn't it make sense to use a Chinese index to compare against your Chinese investments?

The Vanguard Group will cheerfully compare expense ratios of its funds against other funds, because Vanguard largely markets itself as the popularizer of low - cost index funds.4 Here for instance is a little thing from Vanguard's description of its Total Stock Market Index index funds.4 Here for instance is a little thing from Vanguard's description of its Total Stock Market Index Index Fund:

For example, you stated that the return of AT&T between the 2009 market low and June 3, 2013 was only 50 % and compared this against a return of 140 % for the S&P 500 Index.

I compared all the ESeries against the equivalent mututal index fund and the normal funds are all one point lower which makes since given the higher MER.

In Canada, the ten largest holdings within the S&P / TSX Composite Index account for 37 % of the total index, a standout figure when compared against major global marIndex account for 37 % of the total index, a standout figure when compared against major global marindex, a standout figure when compared against major global markets.

In my view, a 20 year or longer horizon is where the performance of a company should be compared against the benchmark index.

Many investors care about price return when they compare how they are performing against others or against a selected index.

Against that backdrop, the MSCI U.S. Minimum Volatility Index slightly lagged the S&P 500 for the first three quarters of the year before roaring ahead to end 2015 at 16.5 %, compared to the S&P's 13.7 %.

The researchers from the Dartmouth Atlas Project compared Medicare's current risk - adjustment methodology, which is based on the diagnoses recorded in patients» claims records, against adjustment indices based on wealth and health.

However, heavy smokers tend to have more adverse cardiovascular risk factors than light smokers (such as higher body mass index and central adiposity and poorer diet).858687 Therefore, light smokers should have characteristics that are more protective against cardiovascular disease, compared with heavier smokers.

If you are interested in comparing your school's graduation rate against an estimate that relies on federal data, you might consider the Promoting Power Index (PPI).

When comparing the Pacifica Hybrid against all crossovers and SUVs in a head to head assessment, the Pacifica Hybrid closely followed the Tesla Model X in ASG's Environmental Performance Index, and came in ahead of all crossovers and SUVs with conventional powertrains, including those that are half its size.

With same database of oldest share class fund performance from Funds That Beat The Market, I ranked funds by Sharpe, Sortino, and Martin (or so - called Ulcer Performance) indices then compared against relative APR rankings.

We reach the same conclusion when we compare Pinnacle just against Morningstar's «Gold» rated small cap value funds and Vanguard's SCV index.

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.

You would compare its performance against the TSX 60, an index that focuses on large cap Canadian stocks.

@davidbak, as best I can tell, most of the talk of tax advantages is a result of conflating ETFs and index funds (e.g., writers will compare the tax payouts of index ETFs against a pool of mutual funds that includes actively managed funds).

Let me put it this way, if someone can pick the best performing index of bonds to compare against stocks, what is to keep the stock manager from picking the best sub-index of stocks to be the policy comparison?

Then he compared it against the Global Couch Potato's allocation of 20 % Canadian stocks, 40 % U.S. and international stocks (also using the MSCI World Index), and 40 % Canadian bonds (all maturities).

For example, your Canadian equity portfolio could be compared against the S&P TSX Composite as represented by iShares S&P / TSX 60 Index ETF (XIU: TSX), Horizon's S&P / TSX 60 ™ Index ETF (HXT: TSX), BMO's S&P / TSX Capped Composite Index ETF (ZCN: TSX) or Vanguard's FTSE Canada Index (TSX: VCE).

We first ranked and sorted the 30 largest bonds in the S&P China Corporate Bond Index and compared them against the S&P 500 Bond Mega 30 Indices.

The SPIVA Scorecard, published by S&P Dow Jones Indices, «compares actively managed funds against their appropriate benchmarks on a semiannual basis.»

Charts comparing the performance of the Robo I Strategy against a typical 60/40 stock / bond portfolio allocation and the i3, an index that represents the average returns of the do - it - yourself investor.

The S&P Indices Versus Active (SPIVA ®) Latin America Scorecard is a semi-annual report that compares the performance of active mutual funds in Latin America against passive benchmarks.

They compare their funds with how well other funds have done after the fact, lining up managed funds against the closest equivalent index.

Monitor your investments and compare their performances against the market index.

Those who favor active investing have pointed to the small cap premium as a justification for their activity, and during the periods of history when small cap companies outperformed the market, it did make them look like heroes but it quickly gave rise to a counterforce, where performance measurement services (like Morningstar) started incorporating portfolio tilts, comparing small cap funds against small cap indices.

Comparing a fund's returns against returns of a single index or ETF does not account for risk.

In my view, a 20 year or longer horizon is where the performance of a company should be compared against the benchmark index.

Second, you need to compare that against an appropriate, preferably low cost, indexed benchmark.

The purpose of the SPIVA report is to compare the field of actively managed mutual funds against an apples - to - apples index benchmark in size and style.

Yes, I feel historically, the choice that I have made compares very well against that index, especially considering I would shave off a few basis points just to invest in it on my own.

This is typically measured by comparing an investment's performance against its most relevant index.

The performance of the «core» portion can be compared against a benchmark as an objective indication of the availability of returns, such as the ASX 200 Accumulation index or the S&P 500 Total Return index.

We calculate our performance on a slightly different basis, recording the level of the S&P 500 index on the day each stock is added to the portfolio and then comparing the performance of each stock against the index for the same holding period.

The funds» returns are compared against the S&P / TSX Composite Index, the traditional benchmark for Canadian equity funds.

Comparing myself against a bunch of value indexes, which did better than growth indexes in January, I did better than all of them.

From my point of view, it almost hasn't been worth comparing the funds against trackers, as the indices they follow have been so skewed by the Foreign Ownership Limits i.e. they haven't been able to own certain stocks which they would normally be able to, otherwise their figures might have looked better.

The barometer is measures active managers» returns by comparing them not against an index but against a composite of passive index funds.

Over time we've also seen many mutual funds with the full set of Stars underperform when compared against its proper benchmark index.

You can view your holdings in your accounts, and compare your portfolio's performance against key indexes.