Sentences with phrase «performance of the fund»

Comparing the same funds across the full cycle reveals comparable if not superior absolute return performance of funds with the lowest bear market deviation.

Going by the above definition, what was the best and the worst performance of the fund in any 1 year period.

In the charts below, you will be able to see the historical performance of the Fund over various periods.

While the past performance of the fund doesn't guarantee similar returns in the future, it is still a good idea to take a look at recent return figures.

The investment style attributed to the fund indicates that the historical performance of the fund most closely follows the style (s) checked (listed below).

A rolling return comparison shows the average relative performance of the fund over typical holding periods.

A recent departure of a long - time manager also casts doubt on the future performance of the fund.

Current performance of the Funds may be lower or higher than the performance quoted.

Finally, past performance of a fund does not guarantee future performance.

While this record under the guidance of a long - term main manager is certainly impressive, as usual it is worth taking a look at the most recent performance of the fund.

It's always a good idea to look up the past performance of the fund manager.

Second, in the analysis of mutual funds, most of our competitors compare the performance of an analyzed fund to an average performance of the fund's peers in the same investment category.

Since investors can not enjoy past performance, a sensible comparison would be the 10 - year performance of the funds that were the 10 largest ten years back.

Make sure to check the past performance of the fund before predicting on its future behavior.

There are many factors that can drive performance of a fund up or down.

You'll usually get a minimum interest guarantee from the insurance company, while the actual performance of the fund is tied to insurance company investments.

In 2013, there was no material change in risk - adjusted performance of the fund until the second half of the year.

If good performance of the fund is even a minor objective, any portfolio encompassing one hundred stocks is not being operated logically.

In the case when you have to redeem due to the poor performance of a fund, invest the proceedings in another fund.

Our avoidance of these sectors benefited the relative performance of the Fund during the fiscal year.

Not just that, look at the best and worst performance of the fund.

Can i rely on the credibility of past performance of these funds actually?

These assets can also make it difficult to calculate the true performance of the fund.

In the fund selection exercise, there are factors, beyond performance of the fund, that need to be given due importance.

The past performance of the fund gives you a fair idea about the functioning of a plan.

It is always wise to be with the consistent performers for long - term and ignore the recent rating performance of the funds.

Given the extremely limited inventory of real - return bonds, performance of funds in this asset class really comes down to who can keep their costs lowest.

High short - term performance of the fund is unusual and investors should not expect such performance to be repeated.

The problem is that, you can't use the past performance to judge the future performance of any fund.

Current performance of the fund may be lower or higher than the performance quoted.

The rolling returns comparison is useful in determining the relative performance of a fund over typical holding periods that are not necessarily aligned with calendar years.

What is left should have at least a 10 year average annual return, this will give you a good idea of the historical performance of the fund.

The rolling returns comparison determines a relative performance of the fund over typical holding periods.

Typically, when we choose our mutual funds for investments, our first inclination is to see the star ratings and the past 3 or 5 year performance of the funds.

This indicates that the more recent performance of the fund was likely not as good as the longer - term one.

The final chart with statistics shows the traditional measures of performance of the fund and its reference ETFs:

Size may be a concern going forward and it may have significant amount of negative impact upon performance of the fund

Average weighted monthly performance of funds spent on buying tokens over the period (month, quarter, year).

For completeness, the final chart with statistics depicts the relative performance of the fund under current management through 2014:

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

Past performance of the Fund Options is not indicative of future performance of any of those Fund Options.

The primary thrust of most academic analyses would be to measure the past total return performance of the fund holding Toyoda Common, versus indexes or other funds with the same investment style.

A high active share does not guarantee a superior performance of a fund on a truly risk - adjusted basis, as clearly demonstrated by this Alpholio ™ analysis.

The next table summarizes annual / annualized returns for these strategies over different intervals commonly used to describe performance of funds.