Active funds (most mutual funds) seek to
outperform market indexes.
Mr. Shen reports: «Four (out of five of the market - timing portfolios)
outperformed the market index.»
Unlike beta, which simply measures volatility, alpha measures a portfolio manager's ability to
outperform a market index.
Our stock screener and scorecard helped us to
outperform the market indices with double - digit alpha, now for 8 consecutive years... [more]
If that is true, attempting to
outperform the market index is essentially a mug's game, because no amount of research or analysis can provide you with an edge over your fellow investors.
Equicom's year - end review shows that although several Canadian biotechs did go under, the surviving companies overall
outperformed market indices.
Not exact matches
The
index has
outperformed the S&P 500 in 2010, while several individual commodities have greatly
outperformed the broader
market year - to - date, affecting equities and
indexes that are particularly exposed to fluctuating commodity prices.
While the S&P 500 Value
Index has slightly
outperformed so far in 2016, amid greater
market volatility, it has woefully lagged behind for much of this
market cycle.
The value of music streaming service Spotify, which is planning a stock
market listing, has grown around 20 % to at least $ 19 billion in the past few months,
outperforming US and European tech
indexes, sources familiar with the matter said.
I sent out to some people last Wednesday why I thought the CDS
market would
outperform ETF's, and that is still my view, and has a lot to do with the bonds that make up the high yield
index and their rate risk exposure for some, and horrible convexity for others.
In the long run, it is very hard to
outperform any
index, therefore, the key is to pay the lowest fees possible while being invested in the
market.
In 2000 as the
market peaked, the average winning stock
outperformed the
index by 50 %.
Those conditions could allow hedge funds to
outperform broader
market indices.
Among emerging
market stocks, results with rule - based screening were even higher — when these screens were applied, the EM High Dividend Yield
Index outperformed its benchmark by 5.1 points in our simulation.
That may explain why the MSCI Minimum Volatility
Indexes, which historically outperformed in defensive markets, are now the most popular MSCI factor i
Indexes, which historically
outperformed in defensive
markets, are now the most popular MSCI factor
indexesindexes.
Or if you sell an investment that has materially
outperformed the
market since it is no longer in your portfolio your You
Index return will go down because it forgets that you made a profit.
Perhaps you're thinking that if you simply do short - term trading stocks and ETFs with the most relative strength to the major
indices, there's not much of a concern to worry about
market timing because these stocks will
outperform.
Franklin Liberty actively managed ETFs have the potential to achieve better investment outcomes versus traditional
market capitalization weighted
index products, which are designed to track, not
outperform, benchmark
indices.
An
index fund assumes that there are no secrets or tips to be found that will let you
outperform the
market, so why not just...
index the
market?
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.
Value and Quality doesn't always
outperform and
market - cap weighted
index (such as SPY), but when it does, the returns are very satisfying.
If our favored stocks
outperform the
indices, either by rising more or by falling less, we enjoy positive returns regardless of the direction of the
market.
Pachter noted that his proprietary «Wedbush Video Game
Index,» a market - cap weighted index of video game companies, rose 4 percent in August, outperforming the 6 percent decline seen in the
Index,» a
market - cap weighted
index of video game companies, rose 4 percent in August, outperforming the 6 percent decline seen in the
index of video game companies, rose 4 percent in August,
outperforming the 6 percent decline seen in the S...
From the standpoint of the most recent peak - to peak
market cycle (i.e. from the 2000 bull
market peak to the present), the Strategic Growth Fund has strongly
outperformed the major
indices with substantially less risk.
In actuality, according to data accessible via Bloomberg, European equities, as measured by the S&P Europe 350
Index, modestly
outperformed the broader
market, while stocks in Japan, represented by the MSCI Japan
Index, had another strong year.
Value stocks, as measured by the Russell 1000
Index,
outperformed growth stocks for much of the 28 years to the 2008 stock
market crash.
The study also found that long - term annual returns of the MSCI KLD 400 Social
Index, which comprises firms scoring highly on environmental, social and governance (ESG) criteria,
outperformed the S&P 500, a benchmark of the broader US stock
market, by 45 basis points, since its inception in 1990.
This decision has also enabled the fund to
outperform its benchmark, the MSCI Emerging
Markets Europe 10/40
Index, which still maintained a 46 - percent weighting in Russia as of the end of November.
EM equities are up about 10 % year to date, as measured by the MSCI Emerging
Markets Index, and have
outperformed stocks in the S&P 500
Index, the MSCI ACWI
Index and the MSCI EAFE
Index (source: MSCI, Bloomberg as of 4/24/2015).
Even if you are already an
index tracking investor, for some of you getting an internationally diversified portfolio may have involved combining multiple products in a bit of an ad hoc way to gain international exposure (perhaps based on gut feel of which
markets will
outperform).
Almost no managers, even the best, can
outperform their
indices in both bull and bear
markets.
The Australian
market continued to
outperform the S&P 500 and MSCI World
indices, which both rose by about 6 per cent.
E.g at what rate of RPI does the
index linked gilt
outperform bearing its already daft
market price in mind?
The portfolio will autonomously maintain a diverse portfolio of up to the top 20 cryptocurrencies by
market capitalization and
outperform any
index in any asset class by 40 % more return and 40 % less risk
Over time, traditional
market - cap weighted
indexes such as the S&P 500 and the Russell 1000 have been shown to
outperform most active managers.
Because active fund managers choose investments, they have the potential to
outperform the
market on the upside and limit losses when the
market declines, relative to the
index.
Therefore, an equal - weighted
index will tend to
outperform a
market - weighted
index when small caps are out - performing large caps.
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.
Similarly, during the same time period, the EMBIG
index outperformed the Barclays Aggregate Index, a bond market p
index outperformed the Barclays Aggregate
Index, a bond market p
Index, a bond
market proxy.
For instance, this year through the end of November, EM debt in USD, as represented by the J.P. Morgan EMBI Global
Index (EMBIG), returned 2.77 percent,
outperforming EM equities, as measured by the MSCI Emerging
Markets Index.
Though
index funds tend to be the best all - weather stock investments, you can diversify your stock position by spreading your money across various sectors, each of which having the potential to
outperform the general
market at different times.
In a tough
market environment, these ETFs are
outperforming the broader
indexes by a wide margin.
The
markets also offered up no real divergences from the norm as the S&P s rallied but by day's end the U.S. equities closed basically unchanged (although the NASDAQ continued to
outperform all other
indices.)
Our value stocks easily
outperform Warren Buffett & most stock
market indices long term.
During the nine - year bull
market growth stocks have
outperformed value by about 50 % as measured by the Russell
Indexes.
Investing in low - cost
index funds that track the
market outperforms stock picking over the long term.
Over the last 100 years a value investment strategy has a consistent history of
outperforming index returns across multiple equity
markets.
In terms of where individual investors put their money, actively managed mutual funds
outperform the stock
market (i.e., the S&P 500
index).
EM equities are up about 10 % year to date, as measured by the MSCI Emerging
Markets Index, and have
outperformed stocks in the S&P 500
Index, the MSCI ACWI
Index and the MSCI EAFE
Index (source: MSCI, Bloomberg as of 4/24/2015).
The chance of an
index fund
outperforming one of your star managers (after costs) in any given year is quite high, because most investment returns come from simply accepting
market risks (beta), which requires no skill.