Sentences with phrase «market indices over»

That's all it takes to do twice as well as the market indices over time.

Portfolios that are «tilted» toward value and small - cap stocks add more risk, and therefore should have higher expected returns than the broad - market indices over the long term.

But there have been plenty of studies done showing that 75 % to 80 % of active managers have failed to outperform broad market indices over a 10 - year period.

Looking farther back, the vast majority of the railroad equities have also outperformed the leading market indices over the course of the current bull market.

Based on yesterday's (May 23) bullish intraday price action, in which stocks shook off substantial early losses and reversed to finish flat to higher on increasing volume, it appears as if we will see a move higher in the main stock market indexes over the next several days.

As the network notes, risk - averse investors prefer dividend stocks, which are common in pensions and mutual funds even though they've largely underperformed other market indexes over the past four years.

The RBC fund -LSB-...] beat its benchmark MSCI Emerging Markets index over the past three years, returning an average 4.9 % annually.

Studies have shown that active managers generally fail to beat relevant market indexes over time.

Small typo in last paragraph: «Though the FTSE Developed Markets ex North America Index has outperformed the MSCI Emerging Markets Index over the past 10 years»...

Some factors have provided investors with positive returns above and beyond market indexes over the long term — called a «return premium» — while other factors have been more closely associated with stock risk.

Data released by global finance agency Standard & Poors indicates that almost all traditional actively managed funds under perform the stock market index over rolling periods of 10 years.

Meanwhile, the stocks in the highest quintile, those with an average market price to book value ratio of 3.42 and an average earnings yield of 0.147 (a P / E of 6.8), returned 1.3 % less than the market index over the four years after portfolio formation.

«EEMV was 20 % less volatile than the MSCI Emerging Markets index over the past five years,» Goldberg wrote.

Generate returns that closely mirror the performance of a major market index over the long term

Researchers have shown that, in aggregate, money managers who actively build portfolios deliver returns lower than the market indexes over time, a finding that every investment firm acknowledges.

And investors have a good reason for doing so; approximately 95 per cent of traditional active mutual fund managers underperform their broad market index over a five - year period.

In addition to the company offering its own declared interest rate, IUL also offers an interest option linked to the movement of a selected stock market index over a specific period of time.

Interest is credited to your policy via a declared fixed rate or based on a formula that tracks the movement of a selected stock market index over a particular time frame, known as a segment.

Not exact matches

Index - tracking products have taken off over the past few years, especially in the United States, where the broad S&P 500 index has risen more than 200 % since the market bottom in 2009, aided by the U.S. Federal Reserve's monetary stimIndex - tracking products have taken off over the past few years, especially in the United States, where the broad S&P 500 index has risen more than 200 % since the market bottom in 2009, aided by the U.S. Federal Reserve's monetary stimindex has risen more than 200 % since the market bottom in 2009, aided by the U.S. Federal Reserve's monetary stimulus.

From the start of 2005 through the end of 2014, it delivered a total return of 746 %, or 23.8 % per year, compared with a 20.6 % annual return for the S&P railroad index and 7.7 % for the broader market over that time.

Over the past 12 months, while the broader stock market rose 16 %, the S&P financials index rose 19 %; in late January, that benchmark crossed the 500 mark for the first time since 2008.

Now, those savings are pouring into equities markets like India's benchmark Sensex index, which has in turn seen a 14 % rally over the past year.

It also means that over the next year, Apple will be paying more back in dividends than any other publicly traded company, beating out oil giant Exxon Mobil for the position, according to Howard Siliverblatt, veteran market watcher and senior index analyst at S&P Dow Jones Indices.

«International investors have embraced the positive changes in the accessibility of the China A shares market over the last few years and now all conditions are set for MSCI to proceed with the first step of the inclusion,» Remy Briand, MSCI Managing Director and Chairman of the MSCI Index Policy Committee, said in a release.

«As a long - term value investor, we remain cautious and recognise that to generate good real returns over time, we have to be prepared for periods of underperformance relative to the market indices, some even for a stretch of several years.»

While emerging market indexes have been on a wild ride over the past few years, she thinks a number of developing nations are on the cusp of great things.

Tom Wynn, director of affluent research at Spectrem, provided several factors for the increased confidence: the steady improvement in job growth, the steady increase in the major stock market indices since the spring, and a decrease in political ambiguity with the election season over, which has an effect on at least some people's outlook.

The Cboe Volatility index — widely considered the best gauge of fear in the market — has also been all over the map this week.

Robbins and Mallouk go into detail in «Unshakeable» about how to consider diversifying your investments, but say anyone should consider investing in an index fund, which allocates money across companies in an index, essentially giving you representative ownership of that market — which, again, will grow over time regardless of short - term performance.

Today's market calm follows harrowing levels of market volatility over the last two weeks when the TSX fell more than five per cent and Wall Street indexes entered «correction» territory.

The Coinbase Index Fund, which requires a minimum investment of $ 10,000 and weights its cryptocurrency holdings proportionately by their market caps, would have returned about 995 % over the past 12 months, an increase of nearly 11-fold.

That's not to say that it is, at least by some metrics — according to market researcher Global Web Index, Tumblr is among the fastest - growing social media outlets on the Internet, with an uptick of 94 % in active users over the last year.

Notably, the index is still beating the market over the past year — with tensions continuing with other nations.

Indeed, the P / E on the Frontier Markets Index has risen 9 % over the past 12 months.

The bank's MOVE Index of volatility in the world's largest bond market was at 82.7 on May 29, up from 75.3 at the end of April and compared with an average of 77.6 over the past five years.

In other words, depending on your level of confidence in a certain sector, over - or underweight your numbers of shares of stocks in that sector in your portfolio, relative to the weightings of the major market indexes.

«Depending on your level of confidence in a certain sector, over - or underweight your numbers of shares of stocks in that sector in your portfolio, relative to the weightings of the major market indexes.»

These are the risk premiums over 10, 20 and 30 year time frames based on the annual returns for the total U.S. stock market (represented by the CRSP Total Market Index) and 20 Year Treasuries going back tomarket (represented by the CRSP Total Market Index) and 20 Year Treasuries going back toMarket Index) and 20 Year Treasuries going back to 1926:

According to Bloomberg data, the VIX Index, a proxy for U.S. equity market implied volatility, traded over 50 on Monday morning, the highest level since the financial crisis.

The MSCI Emerging Markets Index was launched over 25 years ago and is designed to measure the equity market performance of the emerging mMarkets Index was launched over 25 years ago and is designed to measure the equity market performance of the emerging marketsmarkets.

While Japan's TOPIX index has turned in a respectable performance — 10 % in local terms and 15 % in dollar terms — EM equities have been the standout performer: The MSCI Emerging Market Index is up over 25 % year - to - index has turned in a respectable performance — 10 % in local terms and 15 % in dollar terms — EM equities have been the standout performer: The MSCI Emerging Market Index is up over 25 % year - to - Index is up over 25 % year - to - date.

One of the biggest anchors holding the NASDAQ down over the past week has been heavy selling pressure in the market - leading biotechnology index.

Xiaomi's listing plans come as the company and its investors look to capitalize on a bull run for the Hong Kong market, with the benchmark Hang Seng Index rising about 27 percent over the past year.

On June 9, MSCI Inc., the New York firm whose MSCI Emerging Markets Index is the most widely tracked benchmark of share - price performance outside the developed world, will disclose whether it plans to add mainland Chinese stocks to the index over the coming Index is the most widely tracked benchmark of share - price performance outside the developed world, will disclose whether it plans to add mainland Chinese stocks to the index over the coming index over the coming year.

Dubai's main stock market and Abu Dhabi's index have closed at their lowest points of the year amid mounting anxiety over plunging oil prices.

His conviction in index funds for the general investor is so strong that he made a bet with several hedge fund managers in 2008 that 5 funds of their choosing would underperform the overall market over 10 years.

The most reliable measures we identify in market cycles across history are consistent with the expectation of near zero total returns in the S&P 500 Index over the coming decade, and the likelihood that the market will fall by half over the completion of the current cycle.

Despite the difficulty suffered by the market over the past year or so, the large - cap stocks that dominate the major indices are priced to deliver razor thin risk premiums.

Broad market index funds (such as those tracking the S&P 500) are a proven — and successful — way to invest in the stock market over a long time period.

The dashboard summary shows your net worth over time, your latest investment gains and losses, and a comparison of your results, called the «You Index» compared to major market indices.