From the cumulative RealAlpha ™ chart, it follows that, despite the «defensive» nature of its holdings, the fund may not always
outperform during market downturns, such as in 2008 - 09.
Not exact matches
Given that the rig count is a barometer for activity levels, it implies that NOW has
outperformed its competitors
during the
downturn, likely by winning
market share.
Downside protection — high - quality bonds have tended to
outperform the stock
market during downturns, when many investors are attracted to a bond fund's income stream and principal protection
Active managers
outperformed their passive peers
during the two most recent major
market downturns — a key consideration as today's abnormally long cycle winds down.
During the 2008 US
market downturn, 60 % of actively managed US equity funds in the US
outperformed the
market.
Downside protection — high - quality bonds have tended to
outperform the stock
market during downturns, when many investors are attracted to a bond fund's income stream and principal protection
The quality factor tends to
outperform the overall
market during bear
markets; this superior performance pattern was present
during the 2008 - 2009
downturn.
Active stock funds, which seek to
outperform the
market over time, may be able to take actions that reduce losses
during downturns, which can help a good active fund
outperform over a full
market cycle even if it lags
during bull
markets.
During the last three market downturns, the average active large - cap blend fund outperformed its prospectus benchmark from 0.83 % during the 2007 - 09 downturn to more than 5 % during the 2000 - 01 corre
During the last three
market downturns, the average active large - cap blend fund
outperformed its prospectus benchmark from 0.83 %
during the 2007 - 09 downturn to more than 5 % during the 2000 - 01 corre
during the 2007 - 09
downturn to more than 5 %
during the 2000 - 01 corre
during the 2000 - 01 correction.
Given that 90 % of this portfolio would be expected to vastly
outperform an indexed portfolio
during market downturns (due to the risk management built into both DAA and Upgrading 2.0), it's amazing that it was able to nearly match a purely indexed portfolio
during a year of such strong gains for stocks.
We therefore expect it to
outperform the luxury
market during the current
downturn».