Sentences with phrase «least over a full market cycle»
Not exact matches
By giving a plan a Gold rating, Morningstar analysts are expressing an expectation that the plan's investment options collectively will outperform their relevant performance benchmarks and / or peer groups within the context of the level of risk taken over the long term (defined as a full market cycle or at least five years).
https://investor.vanguard.com/
Stonebridge Small Cap Growth (SBSGX) has lost 2.9 % annually over the full market cycle but wins points for consistency: by Morningstar's assessment, it has trailed at least 99 % of its peers for the trailing 3, 5, 10 and 15 year periods.