Sentences with phrase «fund over the benchmark»

The excessive return of the fund over the benchmark is called as alpha.

Not exact matches

The long - term doesn't look much better: Over the last decade, roughly 70 percent of all mutual funds underperformed their benchmark.

GigaOm reported Snapchat is in the middle of closing a big round of funding led by Benchmark Capital, and our sources indicate it's raising over $ 10 million at a $ 70 million valuation.

Historically, the Fed has responded to recession by cutting rates substantially, with the benchmark funds rate falling by 400 basis points or more in the context of downturns over the past two generations.

Statistics show that over the past ten years 83 % of active funds in the U.S. fail to match their chosen benchmarks.

Outperformers (winners) are funds with return observations for every month of the 15 - year period whose cumulative net return over the period exceeded that of their respective benchmark.

For comparative purposes, the S&P 500 ® Index (the «S&P 500»), which is the Fund's benchmark and is considered to be reflective of the US securities markets, had a total return of 23.63 % over the same time period.

For comparative purposes, the S&P 500 ® Index, which is the Fund's benchmark, had a total return of 3.27 % over the same time period.

Very few (if any) actively managed funds will outperform a benchmark index over 15 years.

As the name implies, the dividend appreciation index fund seeks to track a benchmark against stocks that have a history of increasing dividends over time.

To justify its active management fees, the Royce Small Cap Value Fund must outperform its benchmark (IWN) by the following over three years:

Royce Small Cap Value Fund is among a limited group of actively managed funds that has justified its fees over time through high quality asset allocation, the only reason to pay fees above the ETF benchmark.

Over the long haul, most actively managed stock mutual funds have underperformed the S&P 500 Index, the most popular and prominent benchmark for index funds.

The prime rate and LIBOR rate, two of the most prominent benchmark rates, tend to track the federal funds rate closely over time.

The 15 top out - performers among actively - managed mutual funds in China over the past three years a beat benchmarks by an average 15 percentage points, more than double the level in the U.S., according to data compiled by Bloomberg.

They have very tight internal controls on how far their managers can stray from their benchmarks, so the fund company itself has a lot of say over each of the individual managers.

For instance, this year's benchmark for the federal budget is $ 42 but oil now goes for over $ 70 per barrel and instead of paying all the revenues to the Federation Account, the FG still operates an Excess Crude Oil Account contrary to the judgment of the Supreme Court and they spend such funds without recourse to appropriate authorities,» he said.

With the government removing fuel subsidies and oil marketers refusing to sell diesel at pump prices, the cost of doing business in Nigeria is expected to double over the next three months especially as oil hits a benchmark price of $ 38 per barrel with the International Monetary Fund (IMF) predicting a further drop to $ 20 per barrel by mid-year.

The two agree the state spends too little on education, favor giving local districts more discretion about how to use their funding and share support for the Common Core State Standards, the national learning benchmarks that have generated a backlash over whether they undermine states» rights.

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

Over time, the equivalent position in IWO became even more dominant, which implies that the fund's characteristics were getting closer to those of its benchmark.

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.

VIX futures indexes are mean reverting; funds benchmarked to them should not be expected to appreciate over extended periods of time.

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 year end 2013 SPIVA Australia Scorecard showed that benchmark indices outperformed the majority of their comparable actively managed funds over three - and five - year horizons.

However, over the last one - year period the fund returns are lower than that of category and benchmark, but not very far off.

Over the long term, actively managed bond funds have not outperformed their benchmarks as evident in the SPIVA U.S. Scorecard for year - end 2014.

Over the three - year and five - year period the fund has outperformed its category returns and its benchmark.

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 MajBenchmark 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 Majbenchmark due largely to the same holding that allowed it to beat the benchmark over other time periods — the holding in iShares Cohen & Steers Realty Majbenchmark over other time periods — the holding in iShares Cohen & Steers Realty Majors Fund.

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.

The fund has generated considerable returns outperforming the benchmark and category over three - year, five - year and 10 - year period.

For the past three years, the fund has beaten its benchmark, and its average annual return over the last five years is almost 10 %.

What you have to do is check to see how has your fund been performing versus its benchmark index over time.

Indeed, South African active equity managers underperformed their benchmarks in all equity fund categories and over all time horizons.

The SPIVA India Scorecard reports on the performance of actively managed Indian mutual funds compared with their respective benchmark indices over one -, three -, and five - year investment horizons.

The fund is up an average of 9 % a year over five years, better than 99 % of its foreign large - value peers... The goal is to offer investors broad exposure to international markets, but in a portfolio that doesn't simply mimic its benchmark, the MSCI EAFE Index.

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.

FWIW, the risk of underperformance also came to mind, but I think that's mostly used to describe the risk of choosing, say, an actively - managed fund (or individual stocks) over a passive benchmark index investment more likely to match market returns.

In fact, over most five - year periods, less than 10 % of actively managed funds exceed their index benchmarks.

Over the last 10 years, the mutual fund's tracking error has amounted to a mere 0.09 % annually, and since its inception in 1999, the fund has returned 5.15 %, three basis points more than its benchmark index.

In all four books, the majority of recommended funds lagged their benchmarks over the ten - year period.

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).

Most global, emerging market and U.S. active funds underperformed their respective benchmarks over one -, three - and five - year time horizons.

More than 75 % of its funds have beaten their category benchmarks over the past 15 years, and 80 % over five years, according to Morningstar — remarkable for what some investors wrongly dismiss as index investing.

In the notes following the performance charts contained herein for each of our Funds, we have always gone to great pains to point out the inherent inconsistency of equity returns, particularly in comparison to benchmark indices over shorter term measurement periods.

Over a one - year period, most U.K. funds performed better than their benchmarks.

Over the past year, about 74 % of European and Eurozone equity funds did not beat their benchmarks and among all fund categories examined, the worst performing were funds invested in global markets.

There are libraries full of scholarly studies that conclude that active fund managers underperform their benchmark indexes over time, even before taxes are accounted for.

Interestingly Chris Joye provided an academic position in the AFR, but brushed over the fact that most funds available to retail investors on investment platforms keep their spot on the platforms because they don't deviate too far from the benchmark.