Sentences with phrase «performance against the fund»

Standard deviation measures the fund's volatility while alpha measures the portfolio manager's performance against the fund's underlying benchmark.

Also, when choosing which funds to buy, compare performance against the fund's peers.

Not exact matches

ACA Lawyers has obtained funding to mount a class action against mining services firm WorleyParsons, claiming that it lacked transparency around the company's performance last year.

The fund's performance is measured against a benchmark, and that's where the majority of actively managed funds fail.

In August, the investment firm Richard Bernstein Advisors compared the performance of the average investor — based on the monthly flows of money in and out of mutual funds — against a variety of stock indexes, commodities and other asset classes over a 20 - year period ending Dec. 31, 2013.

Performance of Dimensional funds measured against prospectus benchmarks.

I know of a money manager who starts and ends his day on the Internet, gauging the performance of his stock fund against four industry - set benchmarks.

An index is a collection of specific stocks or bonds that the industry uses as a benchmark for investors (like mutual funds) to measure how their performance stacks up against the «overall market segment» performance.

To understand the effect of this modest shortfall in stock selection performance over the past 8 months, recall that when the Fund is hedged against the impact of market fluctuations (and provided that our long - put / short - call index option combinations have identical strike prices and expirations), its returns are roughly equal to:

If the fund generates a positive performance in its base currency, the currency translation into the local currency of the investor may nevertheless lead to a negative result, if the base currency has lost against the local currency during the investment period.

«Against the underlying balance of available funds we have, as mentioned above, invested strongly in player acquisitions during the summer at a total transfer in cost of more than # 90 million with additional significant commitments to player wages, agent's fees and performance related contingencies on top of that.»

These impressive results have been a direct result of the club securing weekly training matches against a local club, and it is vital for our performance that we continue to find funding for this.

The Education Funding Agency (EFA) has paid performance bonuses of # 510,000 to its staff, prompting school leaders to express concerns against tight budgets.

The Obama administration, with Race to the Top and the waiver process, decided instead to put their full weight behind the new Common Core State Standards, fund the development of new tests set to those standards, hold teachers individually accountable for the performance of their own students against the Common Core State Standards, implement the new tests and urge states to use teacher evaluations based on test results to fire teachers whose students did not perform satisfactorily.

The Fund provides liability insurance coverage to covered individuals and protects against damages or claims arising out of the performance of their work and within the scope of their employment or assignment

With same database of oldest share class fund performance from Funds That Beat The Market, I ranked funds by Sharpe, Sortino, and Martin (or so - called Ulcer Performance) indices then compared against relative APperformance from Funds That Beat The Market, I ranked funds by Sharpe, Sortino, and Martin (or so - called Ulcer Performance) indices then compared against relative APR rankFunds That Beat The Market, I ranked funds by Sharpe, Sortino, and Martin (or so - called Ulcer Performance) indices then compared against relative APR rankfunds by Sharpe, Sortino, and Martin (or so - called Ulcer Performance) indices then compared against relative APPerformance) indices then compared against relative APR rankings.

Published every six months, the SPIVA Europe Scorecard aims to measure the performance of active funds against their corresponding benchmarks.

Voting against the action were Richard W. Fisher, who believed that, while the Committee should be patient in beginning to normalize monetary policy, improvement in the U.S. economic performance since October has moved forward, further than the majority of the Committee envisions, the date when it will likely be appropriate to increase the federal funds rate; Narayana Kocherlakota, who believed that the Committee's decision, in the context of ongoing low inflation and falling market - based measures of longer - term inflation expectations, created undue downside risk to the credibility of the 2 percent inflation target; and Charles I. Plosser, who believed that the statement should not stress the importance of the passage of time as a key element of its forward guidance and, given the improvement in economic conditions, should not emphasize the consistency of the current forward guidance with previous statements.

IRR is also comparable against annualized market and fund returns, and cost of debt or leverage so it gives an excellent idea of portfolio performance.

S&P 500 is a widely recognized stock index, that many people benchmark performance against, and you can find «passive management» funds that compete to replicate it at as low a fee as possible.

A benchmark is a standard against which performance of a mutual fund is measured.

Sortino ratio measures the mutual fund performance against the downside deviation.

A benchmark against which to evaluate a fund's performance.

Thus, like active funds, factor performance should be evaluated in the long run against a market - capitalization - weighted benchmark.

Not to mention that ignoring the incentives for mutual fund managers to gather assets and how they gain those assets (hint: marketing) and then comparing their performance against the market is a straw - man argument.

The scorecard, which is a biannual report, attempts to capture the performance of active funds (both equity and debt funds) domiciled in India against S&P BSE benchmarks over different time horizons.

Bench - marking against a balance fund such as the Vanguard Balanced Fund (VBINX) provides a more accurate assessment of a strategy's performance against a mixed stock / bond asset allocation stratfund such as the Vanguard Balanced Fund (VBINX) provides a more accurate assessment of a strategy's performance against a mixed stock / bond asset allocation stratFund (VBINX) provides a more accurate assessment of a strategy's performance against a mixed stock / bond asset allocation strategy.

According to the 2015 year end SPIVA ® Europe Scorecard, which measures the performance of actively managed funds against their benchmarks, 84 % of U.S. active funds underperformed the S&P 500 and an astounding 98 % of U.S. active funds trailed their benchmark over the past 10 years.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income from dividend - paying securities, and real return to help protect against inflation — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Echoing her suggestion, fund managers also often ask to be judged «over full cycle» when comparing performance against their peers.

When compared against the dynamic reference portfolio of exchange - traded products (ETPs) calculated by Alpholio ™, the fund's performance has been unimpressive:

As a check against performance missing the 50 % threshold during out - of - cycle or partial - cycle periods, all funds on this list achieved the same result over their lifetimes.

Index funds offer you probably the ideal hedge against varying performance across sectors and across fund managers over longer - periods of time.

The fund manager seeks to maintain a balanced portfolio with beta of 0.93 against category average of 0.94 thereby indicating that the fund's performance is generally balanced and is not directly determined to the market performance.

The S&P Indices Versus Active (SPIVA ®) Latin America Scorecard is a semi-annual report that compares the performance of active mutual funds in Latin America against passive benchmarks.

All - Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a well - balanced investment firm.

Voting against the action were Richard W. Fisher, who believed that, while the Committee should be patient in beginning to normalize monetary policy, improvement in the U.S. economic performance since October has moved forward, further than the majority of the Committee envisions, the date when it will likely be appropriate to increase the federal funds rate;

Finally, let's examine the risk - adjusted performance of the fund against it dominant equivalent position, IWO, using a traditional model:

The S&P Indices Versus Active (SPIVA) India Scorecard, which is a biannual report, attempts to capture the performance of active funds (both equity and debt funds) domiciled in India against S&P BSE benchmarks over different time horizons.

In this example the investor has opted to invest a fixed sum of money in the STW fund and benchmark the performance of the holding against the fund itself.

Those who favor active investing have pointed to the small cap premium as a justification for their activity, and during the periods of history when small cap companies outperformed the market, it did make them look like heroes but it quickly gave rise to a counterforce, where performance measurement services (like Morningstar) started incorporating portfolio tilts, comparing small cap funds against small cap indices.

Prior to Ennismore increasing their short position, high performing funds with superior investment performance track records like FORUM European Smallcaps GmbH (21 % IRR since they started in 2002, against Ennismore's 10 %), Goldman, Inflection and Global Asset Management have become shareholders and now hold a collective long position some four times the size of Ennismore's short position.

The fund's performance should be gauged against other funds in its same category and not against other sectors, styles or even the total market.

However, the only reason why I have money going into PTSA is so as to take full advantage of the employer's matching policy, though this matching policy is watered down by the higher annual mutual fund fees (stated as either 0.50 % or 0.75 %, but when performances compared against their respective market benchmarks, works out to be more like 2 % management fees).

Because they are not managed against a specific benchmark, unconstrained bond funds may also pose challenges for investors in understanding and measuring their performance.

To judge the fund performance, you need to check how it has performed against the benchmark set.

Alpha is frequently used to compare the performance of various ETFs, mutual funds, and other investment vehicles against a measure considered «the market» and typically done to gauge the talent level of a trader or investment manager.

Many exchange - traded funds that passive investors use tend to follow the S&P 500 (SNPINDEX: ^ GSPC) as a benchmark, tracking their performance against the venerable index and seeking to match the market's overall gains.

Against every fund, its benchmark and the performance of the benchmark are also shown.

Plaintiffs argue the sheer volume of three hundred total investment choices for retirement investors indicates that defendants failed properly to monitor and evaluate the historical performance and expense of each of these funds, compare that historical performance and expense to a peer group of funds and / or even compare the three segments against one another.