Sentences with phrase «less than the index»

A downside capture ratio less than 100 indicates the strategy lost less than the index in negative monthly return periods.

He was practically berating DiNapoli when DiNapoli first released the returns figures because they were less than the index returns for the same timeframe.

Yes, it will grow the same as the underlying fund minus the fund fees which is usually something like couple percent the whole fund property every year, so the fund actually grows less than the index.

The ETF price should track the S&P very closely, the total return in a given year should be close to.09 % less than the index total return.

During the Tech bubble the S&P 500's median P / E reached 23, far less than the index's overall P / E of 33.

Often, lenders charge less than the indexed rate the first year of an adjustable rate mortgage.

The average active portfolio manager, who I assume is the primary user of these can't - miss strategies does not beat the market and delivers about 1 - 1.5 % less than the index.

During adverse conditions, the fund seeks to lose less than index ‑ based strategies that formulaically roll contracts.

Not exact matches

In addition, optimists had significantly better blood sugar and cholesterol levels, exercised more, and had healthier body mass indexes, and were less likely to smoke than pessimists.

Cumulative volumes in the first quarter were just 87,500 tonnes, less than the handful of spot cargoes used to calculate the underlying indices.

In International Living's Annual Global Retirement Index 2018, we ranked the 24 best retirement havens in the world, where you can live comfortably for less than you can in the U.S. And while all of these destinations are affordable, we have found the most cost - effective havens from the results of the «Cost of Living» category in the Index.

Moreover, BlackRock's heavy focus on index funds, which have to stay invested in the stocks in a given index, gives it less sway over companies than activists willing to dump a stock if their demands aren't met.

MKM's screen also selected stocks with a nine - day relative strength index, or RSI, less than 50.

The largest such S&P 500 fund, Vanguard's 500 Index Fund, boasts expense ratios of less than a percentage point.

The stocks that hedge funds have largely ignored tend to be much larger than the hotels, have less debt, grow earnings more slowly but consistently, and pay bigger dividends (an average yield of nearly 3 % for the S&P 500 constituents, compared with 2 % for the index overall).

According to the GFP Index, Fortune's «most admired» companies have twice as many women at the senior management level than less reputable companies.

In the first quarter, its index showed 4.8 % growth — less than the government's official release of 6.7 % growth, but the highest rate Capital Economics» index had measured since the end of 2014.

For the purposes of the index, small companies are defined as those with less than 100 employees.

During the first few months of the year the S&P 500 rose by less than 2 %, but Canadians who invested in the index are up more than 5 %, thanks to the loonie's fall to 90 cents (U.S.).

In the span of less than a month, the S&P 500 index has shed seven per cent of its value.

In International Living's Annual Global Retirement Index 2018, we ranked the 24 best retirement havens in the world, where you can live comfortably for less than you can in the U.S. And while all of these destinations are affordable...

Smart beta funds are generally more expensive than a passive, market cap weighted index fund, but less expensive than a full actively managed fund.

Elsewhere, the MSCI Emerging Markets Index, which has been particularly hard hit, is trading at less than 12x earnings and barely 1.25 x book, a level last seen during the lows in early 2009.

Between January and November 2013, the value of Bitcoin shot up from less than $ 15 to nearly $ 1,000, according to CoinDesk's Bitcoin price index, which aggregates pricing data from some of the largest digital - currency exchanges.

European equities, as represented by the S&P Europe 350 Index, are now trading at less than 12x forward earnings and 1.3 x book value.

Thirty years ago, index funds were less than one percent of assets under management, and today they (along with other passive vehicles such as exchange - traded funds) are about one - third.

According to the December 2016 Realtors Confidence Index Survey Report, 81 % of first - time homebuyers buy with less than 20 % down.

I know first hand of one of the world's most celebrated wealth management companies that charges clients roughly 1 % of assets each year, and then parks a great deal of the money into S&P 500 index funds with expense ratios of 1 % to 1.25 % (compared to less than 0.10 % for an industry leader such as Vanguard).

U.S. home prices rose slightly less than what was anticipated for the month of March, according to new data from the S&P / Case - Shiller U.S. National Home Price Index.

The fact that this ratio is now at the bottom band for most broadly defined stock indices suggests that the risk of continued underperformance by the broad market - versus large - cap indices - is substantially less than it was on April 5th, or even June 30th, when the most recent downdraft started.

With the index now less than 1 % above that 1,357 level, our May 2 projection seems pretty likely to occur.

Owners of fixed indexed annuities (FIAs) with guaranteed living income benefit (GLIB) riders are much less likely to surrender their contracts than they were 10 years ago, according to new research based on 3.3 million policyholders.

Utilities are less volatile than energy, materials and even the Index as a whole.

The major index had the biggest point loss in its history, though its recent months of rapid growth means that as a percentage total the dip was less than 5 %.

The Shanghai Composite Index slipped less than 0.1 percent, extending yesterday's 1.2 percent retreat.

Or perhaps, despite being less than 3 % off all - time highs, most of the damage has already occurred and stocks have some catching up to do, pushing indices higher.

The 15 - yr annualized return for the S&P 500 Index, including dividends, is less than 5 %.

An analysis from Bespoke Investment Group found that out of 12,122 ratings for all stocks in the broad market index, less than 7 % were labeled sells, as shown in Figure 1.

INDA has since attracted a huge asset base, and does a great job tracking its index, often costing less to hold than its headline fee indicates.

If the market action Thursday was ambiguous (the stock fell a bit, but less than the major indices), the message Friday was not.

Vanguard Index 500s (VOO) recently showed consumer staples exposure at less than 8 % of assets.

«A single item question is much less reliable and more volatile than a composite index.»

These plans have less oversight than 401 (k) s and people are often pushed toward very expensive choices like tax - deferred annuities, variable annuities and indexed annuities — all major screw jobs in my opinion.

The S&P 400 Index, composed of mid-cap stocks, did slightly less better in March and gave up more than 1 percent in the first quarter.

«In a horrible, truly worst - case scenario, a high - quality bond index fund is still less risky over the course of a year than stocks are in one day,» says the investment adviser Allan Roth, founder of Wealth Logic in Colorado Springs, alluding to the 20 percent decline in the Standard & Poor's 500 - stock index on Oct. 19, 1987.

Only 8 % of actively managed U.S. equity funds outperformed the S&P 500 in Canadian dollar terms, while less than 5 % of actively managed International equity funds outperformed their respective index return.

Tudor Trade offers you nothing less than a variety of over 220 assets that are made up of the most traded and popular Indices (FTSE, AEX, DOW JONES), Stocks (APPLE, FACEBOOK, GOOGLE), Currencies (EUR / USD, USD / GPB, USD / JPY) and Commodities (GOLD, PLATINUM, SILVER, OIL) in the business.

In fact, we could own every single company in the entire HUI gold bug index, and their total market cap would incredibly be less than 1/4 the market cap of one company, Apple.

BSCK charges a reasonable fee and recovers a good portion of it, lagging its index by significantly less than its expense ratio.

Stocks logged marginal gains on Thursday, with the Dow Jones Industrial Average (DJINDICES: ^ DJI) and the S&P 500 (SNPINDEX: ^ GSPC) indexes each finishing higher by less than 0.1 %.