Sentences with phrase «fluctuations in some market index»

After that period, the rate will become variable again, mostly in response to fluctuations in some market index the rate is tied to.

Not exact matches

Accordingly, the Strategic Growth Fund is now back to a fully - hedged investment stance - meaning that the Fund continues to be fully invested in a broadly diversified group of stocks that appear to have some combination of favorable valuation and favorable market action, while at the same time, the Fund carries an offsetting short position of equal size in the S&P 500 and Russell 2000 indices (using option combinations that mimic short futures contracts) intended to mute the impact of broad market fluctuations on the Fund.

Depending on the specific market environment, the Funds may employ hedging techniques to minimize the impact of fluctuations in the overall stock or bond markets, and may also take positions in individual securities that differ substantially from their weights in the major stock or bond market indices.

Historically, fluctuations in the sentiment index map reasonably well to broad stock market trends (see the chart below).

To understand the effect of this modest shortfall in stock selection performance over the past 8 months, recall that when the Fund is hedged against the impact of market fluctuations (and provided that our long - put / short - call index option combinations have identical strike prices and expirations), its returns are roughly equal to:

Beta is a measure of the magnitude of a portfolio's past share - price fluctuations in relation to the ups and downs of the overall market (or appropriate market index).

Its success stories include the discovery of the «inverse cubic law», an apparently universal form describing the distribution of fluctuations in stock prices and market indices.

Except in the event of a significant market decline, most of the day - to - day fluctuation in Fund value can be expected to be driven by the difference in performance between the stocks held by the Fund and the indices it uses to hedge (primarily the S&P 500 Index).

In short, we are well hedged against the potential for significant market losses, but with the implied volatility on index options fairly low, we've used shorter - term market fluctuations to modify our hedges in a way that better allows for any extension of the market's advancIn short, we are well hedged against the potential for significant market losses, but with the implied volatility on index options fairly low, we've used shorter - term market fluctuations to modify our hedges in a way that better allows for any extension of the market's advancin a way that better allows for any extension of the market's advance.

For investors who are tolerant of extended periods in which Fund returns may have reduced sensitivity to fluctuations in the major market indices.

When market conditions are unfavorable in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may use swaps, index options and index futures, or effect short sales of exchange traded funds («ETFs»), to reduce the exposure of the Fund's stock portfolio to the impact of general market fluctuations or to market fluctuations within a specific country or geographic region.

Indexed annuity buyers purchase insurance as protection from fluctuations in market value and a guaranteed income for life.

The position amounts to less than 1 % of assets, and most of the day - to - day fluctuation in the Fund tends to be attributable to differences in the performance of the stocks held by the Fund and the indices we use to hedge, but we expect the higher - strike put options to fortify our defense against the risk of indiscriminate selling should the market encounter more than a moderate amount of weakness.

Market fluctuations may alter the asset allocation of the underlying index which will result in a different risk profile from time to time.

The Coinbase Index Fund will be able to serve a similar purpose to the Dow Jones in that it can show fluctuations and trends within the crypto market by tracking some of the most successful cryptocurrencies to date.