Sentences with phrase «performance against the index»

Here's a one year chart of this ETF showing its performance against the index itself:

Not exact matches

Four years ago the firm developed a» Bain Index,» which charts the performance of Bain client stocks against various indexes.

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.

The increasing bullish momentum in the financial ETF we mentioned last Friday can be easily seen on the percentage change chart below, which compares the performance of S&P Select Financial SPDR ($ XLF) against the S&P 500 SPDR ($ SPY), a popular ETF proxy that tracks the performance of the broad - based S&P 500 Index:

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.

The firm's proprietary Organizational Health Index, for example, allows companies to benchmark their own performance against a massive database of McKinsey's 600 clients worldwide — on a confidential basis, of course.

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:

U.S. DOLLAR VERUS OTHER MAJOR CURRENCIES The United States Dollar Index or DXY measures the performance of the dollar against a basket of other currencies including EUR, JPY, GBP, CAD, CHF and SEK.

The chart below shows DBC's performance in 2012 against the performance of a front - month «index» I constructed based on single - commodity front - month futures indexes weighted with DBC's current weights.

In my view, a 20 year or longer horizon is where the performance of a company should be compared against the benchmark index.

The leading performance benchmark for this strategy is the CBOE S&P 500 PutWrite Index (PUT), an index that measures the performance of a hypothetical portfolio that sells one - month S&P 500 ® Index (SPX) put options against collateralized cash reserves -LSBIndex (PUT), an index that measures the performance of a hypothetical portfolio that sells one - month S&P 500 ® Index (SPX) put options against collateralized cash reserves -LSBindex that measures the performance of a hypothetical portfolio that sells one - month S&P 500 ® Index (SPX) put options against collateralized cash reserves -LSBIndex (SPX) put options against collateralized cash reserves -LSB-...]

Sports Insights is now publishing a Sports Investing Index, which reflects the performance of Betting Against the Public when applying contrarian value approaches to major US sports, focusing on our Square Play sports betting system.

When comparing the Pacifica Hybrid against all crossovers and SUVs in a head to head assessment, the Pacifica Hybrid closely followed the Tesla Model X in ASG's Environmental Performance Index, and came in ahead of all crossovers and SUVs with conventional powertrains, including those that are half its size.

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 APPerformance) indices then compared against relative APR rankings.

One example where counterparty risk is relevant is in Synthetic ETFs since the ETF provider enters into a swap agreement with a counterparty (usually an investment bank) such that the investment bank agrees to pay the performance of an index against a basket of investments which the ETF provider holds.

Indexation of any kind changes the behavior of investment managers who inevitably get their performance measured against an index.

The swap (i.e. an exchange transaction) is entered into with a counterparty and the collateral is held against the performance of the underlying index.

That's the most appropriate way to measure an ETF's performance against its benchmark index, but it may not be the return investors actually obtain in their own accounts.

You would compare its performance against the TSX 60, an index that focuses on large cap Canadian stocks.

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.

Benchmarking against an index is really the best way to objectively evaluate investment performance.

You say, «The Total Relative performance, therefore, is the average performance of each stock against the performance of the S&P 500 index for the same periods.»

Go beyond basic performance data, review advanced statistics and ratios for each program; benchmark against various indexes.

Will the performance numbers be measured against an appropriate index?

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

However, both types of returns are not ideal choices for investors who are interested in benchmarking their performance against appropriate indices.

Some industry experts believe managed account performance should not be benchmarked against an index but instead against an investor's unique individual goals.

Charts comparing the performance of the Robo I Strategy against a typical 60/40 stock / bond portfolio allocation and the i3, an index that represents the average returns of the do - it - yourself investor.

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.

By using this popular index and the financial products tied to it, you can measure your portfolio's relative performance, invest in the equity market, hedge against risk, and even lever up your exposure.

Institutional bond investors often use the indexes as a benchmark against which to measure their performance.

Market - capitalization based indexes have served a useful purpose as indicators of broad market performance and as benchmarks against which to measure active manager performance.

The chart will refresh itself to display your portfolio's performance index against your selected benchmark.

The firms will be evaluated on their performance, after fees, against the portfolio benchmark (Barclays Capital US Aggregate Bond Index) over a full market cycle of highs and lows at an acceptable level of risk.

He pits the performance of professional investment managers against that of market indices and finds that: Keep Reading

Monitor your investments and compare their performances against the market index.

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.

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.

Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index or benchmark which is considered to represent the market's movement as a whole.

As long as you're already pretty honest & self - critical in your investing, examining your performance against regular indices probably won't be too rewarding or revealing.

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.

Indexes and averages serve as useful benchmarks against which investors can measure the performance of their own portfolios.

The Montgomery Fund's relative out - performance against its benchmark, the S&P / ASX 300 Accumulation Index, was 12.7 per cent.

In my view, a 20 year or longer horizon is where the performance of a company should be compared against the benchmark index.

The position amounts to less than 1 % of assets, and most of the day - to - day fluctuation in the Fund tends to be attributable to differences in the performance of the stocks held by the Fund and the indices we use to hedge, but we expect the higher - strike put options to fortify our defense against the risk of indiscriminate selling should the market encounter more than a moderate amount of weakness.

Additionally, the S&P 500 index is often used as a baseline level of performance against which mutual funds and other asset managers» performance is measured.

The debate, in a nutshell, goes something like this: Why pay higher fees for an actively managed fund that has a shot at posting much bigger returns than the index it's measured against but which also runs the risk of posting smaller returns, when you can buy a low - cost index fund, such as those that track the performance of the S&P 500 index, which pretty much guarantees that your returns will be in line with the index?

To see how tough it has been for value investors, and the impact of the Magic Formula effect, I backtested the performance of four indexes against the value decile of each (measured by the enterprise multiple or EBITDA / enterprise value — overview of the research on the enterprise multiple here).

The S&P 500 index is commonly used as a benchmark that investors use to measure the performance of their individual portfolios against.

The SPIVA ® Australia Scorecard reports on the performance of actively managed Australian mutual funds against their respective benchmark indices over various investment horizons.