If you're doing assessment of your mutual funds, you want to be able to take a look at the decisions that were made,
compare against benchmarks, and get a report.
In my view, a 20 year or longer horizon is where the performance of a company should be
compared against the benchmark index.
Step 3: Subtract the annual fee and
compare it against the benchmark.
In my view, a 20 year or longer horizon is where the performance of a company should be
compared against the benchmark 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.
Not exact matches
DIY's like to
compare against us because we're kind of the
benchmark — to say, «I can build it better than Alienware» — that's fine.
Also of interest to metrics - driven managers, a new «How You
Compare» section ranks your company page
against others in your industry, giving a
benchmark for visibility and reach.
Maliondo wanted to identify similar systems to set a
benchmark against, but New Brunswick had none to
compare to.
For example, the
benchmark against which a stock's volatility is
compared can change based on preference or purpose of comparison.
These survey findings also provide a helpful
benchmark against which readers can
compare their own retirement savings balances and progress.
Self - impose a moratorium on polls about religion for a sufficient period that the savings could be used to conduct a high quality poll with a high response rate in order to have a
benchmark against which to
compare other results.
Test Glucose and Psyllium Husk — I regret not testing glucose as this would have provided a great
benchmark against which to
compare everything else.
I regret not testing glucose as this would have provided a great
benchmark against which to
compare everything else.
Minor changes were found to be especially expensive when
compared against industry
benchmarks.
The large number of patient records allows for the development of reliable
benchmarks for centers to reference in
comparing their local results
against risk - adjusted national standards.
Le Grand K serves as the
benchmark against which all other kilograms are
compared.
They
compared these methods
against a detailed model estimate to see how they measured up
against the
benchmark simulations.
--
against what «
benchmark» do I
compare my values to assess a) the degree of insulin sensitivity and b) to get a recommended amount of carb intake per day?
Comparing those figures
against a
benchmark — usually pure glucose itself — provides a reference number to gauge how quickly that food will make your blood glucose rise.
More importantly, the
Benchmark helps Learning and Development (L&D) leaders
compare their tactics for achieving those outcomes
against the top performers.
All those completing the process will receive a detailed Personalized
Benchmark Report
comparing activities
against the top performing learning companies around the globe.
Instead of
comparing students to each other, based on arbitrary timetables, students can be
compared against performance standards and
benchmarks.
Compass has been designed to enable secondary schools to
compare their careers advice
against eight nationally recognised
benchmarks.
International
Benchmarking: State Education Performance Standards provides policymakers international
benchmarks against which they can
compare and monitor the educational performance of students.
Assembly will also launch its first public product today: a free online tool for schools to
compare their performance
against national
benchmarks, including Progress and Attainment 8.
They are far from perfect correlations (mainly because of statistical noise), but they provide a
benchmark against which we can
compare or validate the scores across individual observers.
«Boerne ISD has received enormous value from the ability to
compare our data
against benchmark districts.
It would be like
comparing the iPhone 4
against another 1 GHz phone that has low res — the iPhone 4 would loose badly in those
benchmarks.
And if you read the article you should realize very quickly that you really can't
compare one device's
benchmarks against another device, especially when display's differ by 30 % denser pixels.
The performance levels we see in the
benchmarks show us that Intel is finally showing its teeth with Bay Trail, besting previous generation, Clovertrail by a healthy margin and
comparing very favorably
against Qualcomm's Snapdragon 801 SoC.
We could match it up
against another Android tablet - hell, we probably will very soon - but for now we're going to
compare it to a
benchmark that everyone understands.
While the study certainly brings value, it would be better if it
compared actively - managed mutual funds not
against each other but
against an independent market
benchmark specific to each fund category.
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.
Of course, it's not really fair to
compare OAKBX
against S&P 500, but that's the widely used
benchmark.
At that point you would focus on investment performance and
compare the performance of your investments
against your
benchmark.
The SPIVA Scorecard, published by S&P Dow Jones Indices, «
compares actively managed funds
against their appropriate
benchmarks on a semiannual basis.»
A fund with messy style drift often
compares favorably to the style it is
benchmarked against when the
benchmark is lagging other styles.
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.
It holds higher education institutions accountable by analyzing graduate employment, income, and student debt statistics
against national averages.In short, the rule
compares the financial well - being graduates of a particular education program
against average
benchmarks.
So, in your investments it is very important to have a
benchmark to
compare against.
We
compare each of their 167 strategies, which include both current funds and funds no longer in existence, since inception
against its current Morningstar assigned
benchmark to see just how well each has delivered on their perceived value proposition.
However, the only reason why I have money going into PTSA is so as to take full advantage of the employer's matching policy, though this matching policy is watered down by the higher annual mutual fund fees (stated as either 0.50 % or 0.75 %, but when performances
compared against their respective market
benchmarks, works out to be more like 2 % management fees).
Finally,
comparing just the returns of a mutual fund
against those of its
benchmark is largely meaningless because it does not fully adjust for the fund's risk.
In short, the
benchmark against which you should be
comparing your performance is becoming a more formidable competitor.
Second, you need to
compare that
against an appropriate, preferably low cost, indexed
benchmark.
However, when
compared against the returns of a hedged
benchmark, an overwhelming number (91 %) underperformed.
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.
A simple way to determine which
benchmark to use is to check your fund's prospectus or annual report to find out what the fund
compares its performance
against.
The funds» returns are
compared against the S&P / TSX Composite Index, the traditional
benchmark for Canadian equity funds.
A depressingly common error in assessing long - short or market neutral funds is to
compare their returns
against the raw returns of long - only funds or
benchmarks.