Sentences with phrase «performance over a full market cycle»

So, if you are in a fund that has had positive relative performance over a full market cycle, you may want to stay the course — particularly when market volatility hits.

A portfolio built on this foundation has a better chance of weathering turbulent market environments and producing better performance over full market cycles.

As a defensively - minded, high yield fixed income team, the Buffalo High Yield Fund portfolio managers follow a more cautious investment philosophy, with the goal of producing compelling risk - adjusted performance over a full market cycle.

Not exact matches

Over the long - term, we expect our relative performance to be an increment over-and-above the absolute performance of the markets we invest in (though this is certainly not true over periods shorter than a full market cycOver the long - term, we expect our relative performance to be an increment over-and-above the absolute performance of the markets we invest in (though this is certainly not true over periods shorter than a full market cycover-and-above the absolute performance of the markets we invest in (though this is certainly not true over periods shorter than a full market cycover periods shorter than a full market cycle).

Getting out of this trap starts with the clarity I've outlined — clarity around full market cycles, around investor time tolerance and around the need to evaluate performance over longer time periods.

Over the full market cycle, ARTQX modestly leads its peer group in performance (40 bps / year) with subdued volatility.

«People chase performance, so even if the product performs well over a full market cycle, investors may not have the conviction to stay with them,» says Kaplan.

I searched for the small cap funds with the best risk - adjusted performance over the latest full market cycle.

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.

By giving a plan a Gold rating, Morningstar analysts are expressing an expectation that the plan's investment options collectively will outperform their relevant performance benchmarks and / or peer groups within the context of the level of risk taken over the long term (defined as a full market cycle or at least five years).