Sentences with phrase «market indexes perform»

If stock market indexes perform well, then then the overall cash value worth of the policy increases.

Your premiums stay the same regardless of how market indexes perform as your plan's interest rates are baked into the premiums when you sign up for the policy.

And, if the underlying market index performs poorly during a given period, the policy's cash will not lose value, but rather just return a 0 percent for that period.

When that market index performs well, your cash value has the potential to grow as a result.

If, however, the underlying market index performs poorly during a given year, then the cash value is just simply credited with a 0 percent.

The policy value will depend on how much you pay and how well the market index performs, and while there are some caps on how much you can earn, you are protected against major losses in a way you wouldn't be if you invested in those markets yourself.

Not exact matches

The best - performing major market in Asia was Hong Kong's Hang Seng Index.

While that might suggest the «smart money» is signaling a swift correction, don't necessarily buy it: Lipper research found that «following the most recent periods of four or more consecutive weeks of net outflows from the Lipper High Yield ETF segment, the market — as measured by the BofA Merrill Lynch U.S. High Yield Master II Index — performed relatively well in the calendar month that immediately followed.

«Plus, the upward slope of the Relative Strength Index, the RSI, an important momentum indicator, is very steep, which Lang tells us means this can continue to perform much better than the rest of the market,» Cramer said.

To compile our list of the world's best - performing CEOs, we began with the companies that at the end of 2014 were in the S&P Global 1200, an index that comprises 70 % of the world's stock market capitalization and includes firms in North America, Europe, Asia, Latin America, and Australia.

We still have some exposure to «basis risk» - the risk that our stocks perform differently than the indices we use to hedge, but given that both the broad market and some of our industry group holdings are oversold relative to the S&P 100, I believe that the some of this potential for basis risk was reduced by the recent decline.

Therefore it's average market cap is large - cap, which is why it performs similarly to and S&P 500 index fund.

High - dividend - paying stocks * have delivered competitive overall returns by performing reasonably well in strong markets and outperformed both non-dividend-paying stocks and the S&P 500 ® Index during weak markets.

The up - market capture ratio is used to evaluate how well an investment manager performed relative to an index during periods when that index has risen.

The down - market capture ratio is used to evaluate how well an investment manager performed relative to an index during periods when that index has dropped.

IDX - Index to help reveal how various market segments performed during different market segments.

EMERGING MARKETS ROUNDUP By Gordon Platt The Dubai Financial Market was one of the best - performing equity markets in the world in 2013, with the general index nearly doMARKETS ROUNDUP By Gordon Platt The Dubai Financial Market was one of the best - performing equity markets in the world in 2013, with the general index nearly domarkets in the world in 2013, with the general index nearly doubling.

Consider that despite the stellar performance of gold mining stocks this year that have been, by far, the strongest performing asset class of 2016 (along with silver mining stocks), and that even with the massive growth in market cap of PM stocks during H1 2016, the total market cap of all the mining stocks that comprise the HUI Gold Bugs index, as of 2 August 2016, is still barely larger than 1/3 the market cap of Facebook and Amazon.

To give you an idea of how the U.S., developing, and emerging markets perform, let's take a look at ten year charts for three index funds which representing U.S., developing and emerging market three asset classes.

With bonds, the Fundamental Index strategy performs best when the market is reassessing and reining in the valuations of the most deeply indebted companies.

The latest index records only modest gains of 2.6 % in Australian house prices over the past year to March (using ABS data), ranking the country 10th best performing global housing markets out of 18 over 2012 with the top performing market being Hong Kong (24.5 %) followed by Brazil (12.8 %), South Africa (11.1 %) and India (10.7 %).

For example, after the China stock market crash of July, 2015 when the Shanghai stock market fell by 30 % within three weeks, it was reported that by the end of the same year, the Shanghai Composite Index increased by 12.6 % making it to out - performed S&P for 2015.

Market Perform (MP3) The stock is expected to perform generally in line with the S&P / TSX Composite Index over the next twelve months and is potentially a source of funds for more highly rated secuPerform (MP3) The stock is expected to perform generally in line with the S&P / TSX Composite Index over the next twelve months and is potentially a source of funds for more highly rated secuperform generally in line with the S&P / TSX Composite Index over the next twelve months and is potentially a source of funds for more highly rated securities.

Therefore, an equal - weighted index will tend to outperform a market - weighted index when small caps are out - performing large caps.

Fixed index annuities are a type of fixed annuity that earns interest, in part, based on changes in a market index, which measures how the market or part of the market performs.

In the last 12 months, the best performing MSCI Emerging Markets Index ETF was the Direxion Daily MSCI Emerging Markets Bull 3x Shares (EDC) at 39.93 %.

Indeed, these companies are rather cyclical and perform best when the general economy and market indices are healthy.

To be sure, it has under - performed the market index during the last 5 years (2 % vs. 79 %!)

This is a market index — or a way to measure how well the market is performing.

In contrast, the S&P BSE Low Volatility Index was the laggard among the factors in the up - trending market, but it was the best - performing factor when the market was down.

Equity - indexed annuities give holders equity participation as well as some safeguards if the stock market performs poorly.

In the international markets, the large cap index has way under - performed the international value and small cap asset classes.

During the last two market downturns, an investor that invested in an equal weighted composite of non-cyclical sectors (staples, healthcare, utilities, and telecom) lost an average of 13 % less than S&P 500 ® index, and the best performing defensive sector averaged losses of roughly 20 % less than the overall market.

So although panic selling can disrupt the order book, especially during periods of illiquidity, with the current structure «the stock market» being based off of three composite indexes, can never crash, because there will always exist a company that is not exposed to broad market fluctuations and will be performing better by fundamentals and share price.

High - dividend - paying stocks * have delivered competitive overall returns by performing reasonably well in strong markets and outperformed both non-dividend-paying stocks and the S&P 500 ® Index during weak markets.

What's missing from most historical return information is how the fund has performed in relation to other similar funds, or in relation to the market index.

The first relates to how value investing has performed versus the S&P 500 market index.

To give you an idea of how the U.S., developing, and emerging markets perform, let's take a look at ten year charts for three index funds which representing U.S., developing and emerging market three asset classes.

AAII Model Portfolios Model Fund Portfolio Update and a Look at How Various Indexes Are Weighted The Model Mutual Fund Portfolio is down for the year to date at -3.8 %, but performing well considering the weak election - year market.

If, by contrast, you create a well - balanced portfolio that contains a wide spectrum of stocks large and small and growth and value that represent all market sectors around the globe — which you can do by investing in just a few low - cost U.S. and international index funds — you don't have to predict (or guess) how different themes and stocks will perform.

I also own some stocks like SPY (S&P index) that have a very low basis but of course will perform no better than the market going forward.

The performance of S&P AMT - Free Municipal indices can be used to measure how different segments of the muni market have performed over time; through them we can measure the historical performance of the three options.

The crux of the reasoning is that the vast majority of mutual funds under - perform the market, so why should investors put their money in mutual funds instead of low - fee index funds?

Relative performance (RP) measures how a stock is performing relative to a specific market or index.

Would it be fair to assume this: High market - cap securities will usually perform influenced to some extent by the market / Index fund they are currently traded on.

Stock market indexes can serve as a benchmark for the performance of specific investments, meaning an investor who purchases stock in a company could monitor its performance compared to the S&P 500 to see if it has performed well historically.

Australian small and mid cap funds however, were out - performed by the market index in just 29 % of cases which is an interesting potential trend.

Winters recently told WealthTrack that the inherent flaw in many index funds is that they are weighted by market capitalization, meaning that they tend to hold a disproportionate amount of the stocks that have performed best.

Wonderful discussion... however I still feel consistent performing mutual funds will always outperform markets i.e. index funds.

It is superstitious and wishful thinking to assume that the market will perform strongly simply because of two Discount Rate cuts, despite elevated valuations, high levels of bullishness, absence of a recession, and an S&P 500 index that is only about 2 % from its all - time high.