Sentences with phrase «lower than an index»

Or because the manager's performance is compared to the benchmark index, is there an incentive for the manager to avoid producing returns lower than the index?

As long as we are not frequently buying and selling to try and time the market, our turnover can remain as low, if not lower than an index fund.

This is an example where an actively managed fund beats the index and yet the net returns are lower than an index fund.

Your rate will be a certain number of «points» (interest percentages) higher or lower than the index, based upon your credit score.

Inflation for individual items within the basket may be higher or lower than the index rate.

A recent report by Quartz.com indicates that this trend is continuing, as investors seek better returns from hedge funds, as the recent returns from these funds have been lower than the indexed S&P 500.

Not exact matches

The Saudi stock index was flat, restrained by a 1.9 percent drop by top petrochemical producer Saudi Basic Industries, which fell 2.1 percent after reporting lower - than - expected fourth - quarter earnings.

The CBOE Volatility Index (VIX), widely considered the best gauge of fear in the market, hit its lowest level in more than 20 years earlier this year.

The Republican president's renewed ramblings on trade dominated U.S. equity markets this week, with a tweet - induced swoon on Friday leaving the S&P 500 Index 1.4 percent lower than where it started on Monday.

The benchmark index for equity volatility rose to more than twice its level the day before, crushing bettors who'd gotten used to years of very low volatility.

Then prices more than doubled from the low in May 2009 and peaked in September 2017, when the index was 27 % above the crazy peak of the prior bubble.

«Anything much worse than that could unleash a wave of new selling, perhaps taking out key support at $ 15.50 and setting up a test of the previous lows from late last year,» said Steven Schoenfeld, founder of BlueStar Indexes, which develops indexes and exchange traded - funds that track Israeli Indexes, which develops indexes and exchange traded - funds that track Israeli indexes and exchange traded - funds that track Israeli stocks.

U.S. retailers posted weaker than expected sales in December, the Monster job index declined from last month's highs and unemployment claims continued their steady trend lower.

I explained that the massive fees levied by a variety of «helpers» would leave their clients - again in aggregate - worse off than if the amateurs simply invested in an unmanaged low - cost index fund,» he recapped, writing in Berkshire's annual shareholder letter.

Some of the issues I identified with the network equipment maker's Virtual Networking Index included the unlikelihood that Canadians use the internet more than Americans; Japan's similarly head - scratching low usage; the unexplained projections of how traffic is expected to grow in different countries; and why internet leaders such as the Nordic countries were grouped into a generic «Western Europe» category that may have skewed the entire study.

«If you invested in a very low - cost index fund — where you don't put the money in at one time, but average in over 10 years — you'll do better than 90 percent of people who start investing at the same time,» Buffett said at the 2004 Berkshire Hathaway annual meeting.

Broader green bond indices, usually an assortment of companies and sectors often unrelated to renewable energy generation, have seen lacklustre returns, much lower than those of appropriately - defined indices.

* The dollar index, which measures the greenback against a basket of currencies, was little changed at 90.800, lower than 91.076 hit in the previous session, its strongest level since Jan. 12.

First, he believes that an investor in a low - cost S&P index fund who reinvests all dividends will do better — very likely substantially better — than an investor who buys a 17 - year government bond and reinvests all of his coupons in the same instrument.

More than that, it's possible the index will move as low as 2,532, a level not seen since October.

It's worth noting that the cryptocurrency fund fees are still much higher than comparable passive stock market funds, with S&P 500 index funds priced as low as.05 % of assets.

Over the last six years, more than nine of 10 journalists were killed in countries that scored lower than 45 on the index, and one in five journalists who died was covering a story about corruption.

Many investors felt this pain after the 2008 market crash, though those who remained invested at the 2008/2009 lows have more than made their money back in the years since — the S&P 500 Index is up 171 percent since the beginning of 2009.

The Cboe Volatility Index (VIX), widely considered to be the best gauge of fear in the market, hit its lowest level since Feb. 1 and traded more than 11.5 percent lower at 14.62.

For now, the major indexes have held above their February low points and most evidence indicates they are still in a fairly typical correction within a long - term climb rather than entering a deep, prolonged downturn.

My reasoning: Return would be lower than Dividend Investing above because index funds need to hold stocks yielding 1 and 2 % as well as those yielding > 3 %.

(Valeant's prices have risen 2 % as a whole so far this year, lower than the 2.5 % increase in the Consumer Price Index, Papa said.)

According to White and Grantham, a portfolio composed of 50 percent energy and metals, 50 percent all other equities, had a standard deviation that's 35 percent lower than the S&P 500 Index.

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.

Since ARMs are typically tied to an index, your new mortgage rate could be higher or lower than the previous one.

A purchasing managers index for factories across more than 40 countries rose to 53.5 in April from March's six - month low of 53.3, IHS Markit said in a report on Wednesday.

Within program expenses, major transfers to persons were up $ 1.1 billion, primarily due to higher old age security payments, reflecting an increase in the number of recipients and higher inflation, as benefits are indexed to quarterly changes in the consumer price index, major transfers to other levels of government were up $ 0.6 billion, reflecting legislative increases; while direct program expenses declined by $ 0.2 billion, as lower «other transfer» payments more than offset increases in departmental / agency operating costs.

In fact, sectors within a market often have much lower correlation to each other than the broad market index does to its global counterparts.

Market volatility, which has been historically low in recent months, spiked, with Cboe Volatility Index, commonly considered a gauge of investor fear, jumping by more than 100 percent.

Plus, index ETFs are cheaper to trade than index mutual funds because they have lower expense ratios, or the percentage of your investment you have to pay in order to trade that asset.

HCI's research also suggests that investing in farmland has also provided capital protection and appreciation, with lower volatility, that has exceeded investing in gold along with an income stream that gave stronger income distribution than investing in S&P / TSX Index tracked investments.

In my experience, a dividend growth portfolio strategy seems to be performing better as an investment than owning a home, in my honest opinion, I would rather rent in a great area than own a home in that area, jeez if I were able to get a lease agreement for 10 years indexed at inflation or at 2.5 % increase annually I would take it and take my down payment and invest it in my portfolio, and continue to contribute the max in my 401K, HSA, and Roth IRA, while enjoying living in a low tax bracket because of my contributions.

Before that, the consumer price index will be released at 8:30 a.m. and will be important if it brings any surprises, especially a lower - than - expected pace of inflation.

It only offers index funds but does have probably the lowest expense ratios around, even lower than Vanguard.

The gist of these studies is this: Over time, investors who buy and hold long - term investments, and specifically low - cost index funds, earn more money than investors chasing the latest investment trend.

The oil and gas companies both reported lower - than - expected earnings on Friday morning, and their stocks fell 5 to 6 percent by the afternoon — dragging down the entire index, which continued to slump on Monday.

The Liberal platform also stated that if a senior's inflation index turned about to be lower than the national CPI, the general CPI would compensate seniors, not the seniors CPI.

Even if the growth rates of nominal GDP and U.S. corporate revenues (including foreign revenues) over the coming 20 years match their 4 % growth rate of the past 20 years, and even if the most reliable valuation measures merely touch their historical norms 20 years from today, the S&P 500 Index two decades from now will trade more than 20 % lower than where it trades today.

U.S. stock futures are trading more than 3 % lower as investors worry about a sharp drop in Chinese stocks after Friday's falls of more than 3 % for U.S. indices.

A local business confidence index published on Thursday fell to its lowest in more than two decades in December.

Rather than try to pick out individual stocks, he said it makes more sense for the average investor to buy all of the companies of the S&P 500 at the low cost an index fund offers.

The iShares Minimum Volatility ETFs may experience more than minimum volatility as there is no guarantee that the underlying index's strategy of seeking to lower volatility will be successful.

While still very low, the index is up more than 15 % from the January bottom.

Against a backdrop of deflation around the world, China's producer price index and purchase price index have been dropping for several years, and the latter is lower than the producer price index, further indicating that China shouldered the external deflationary pressure.

His thought was that the active managers who collect massive fees would leave their clients «worse off» than the amateurs who simply invested in unmanaged low - cost index funds.