Sentences with phrase «performing benchmark index»

I'd even dare to say I expect to out - perform my benchmark indices.

Not exact matches

It is often represented as a single number (like 3 or -5), but this refers to a percentage measuring how the portfolio or fund performed compared to the benchmark index (i.e. 3 % better or 5 % worse).

The SDY has performed closely with its benchmark index, the S&P High Yield Dividend Aristocrats Index, the difference between the two would be the result of the MER which causes drag on the SDY ETF compared to the underlying iindex, the S&P High Yield Dividend Aristocrats Index, the difference between the two would be the result of the MER which causes drag on the SDY ETF compared to the underlying iIndex, the difference between the two would be the result of the MER which causes drag on the SDY ETF compared to the underlying indexindex.

What you have to do is check to see how has your fund been performing versus its benchmark index over time.

Second, ask «How has my portfolio performed versus the benchmark indexes over the last year and over the last five years?»

How has it been performing versus the relevant benchmark index?

And it appears rightfully so - For decades the majority of «active» managers have under performed their «passive» index benchmarks.

The objective of many leveraged funds is to perform relative to the daily returns of their benchmark indices.

One important fact to remember is that very few active management teams out - perform their passive benchmarks over the long term (e.g. an index ETF).

Do - it - yourself individual investors buying individual securities rather than investment funds demonstrably under - perform passive index fund benchmarks — especially as the time period increases.

Likewise, if the alpha is − 1.0, this means that your fund has underperformed the benchmark index and is not performing as well as you would expect.

It is actively managed and it performs quite differently from its index benchmark, so there's definitely value being added here.

What I would worry about — and I would worry a lot about this — is how your fund performs against its benchmark index over time.

Stock market indexes can serve as a benchmark for the performance of specific investments, meaning an investor who purchases stock in a company could monitor its performance compared to the S&P 500 to see if it has performed well historically.

The «alpha» or excess return above the benchmark index, is the component of a portfolio's performance that arises from the fact that a expert investment strategy selects better performing stocks than those available in the benchmark index.

Why Indexing Beats Stock - Picking Most active equity managers fail to keep up with the benchmark index because average index returns depend heavily on the relatively small set of best performing stocks.

It is often represented as a single number (like 3 or -5), but this refers to a percentage measuring how the portfolio or fund performed compared to the benchmark index (i.e. 3 % better or 5 % worse).

The idea is to perform better than a benchmark index through flexible active management.

I agree especially since other indexes have been outperforming the S&P for the last several years, which when used as a benchmark, makes the portfolio look like it performed better than it actually did.

2) How are your funds performing versus their benchmark index?

If you are interested in how you actually performed when considering your market timing decisions, then a money - weighted rate of return may be more appropriate (but you can't benchmark it to index returns that are calculated using the TWRR).

But even vs. the VN Index, it massively under - performed — frankly, I've never seen such a shitty benchmark index, in terms of its negative 1 year & long - term performaIndex, it massively under - performed — frankly, I've never seen such a shitty benchmark index, in terms of its negative 1 year & long - term performaindex, in terms of its negative 1 year & long - term performance!?

The SPIVA reports published by S&P Dow Jones Indices show that actively managed mutual funds under - perform their index benchmarks more often than not.

discussed how the average individual investor actually performs substantially worse than relevant benchmark indices.

Benchmark Vanguard funds performed as follows in July 2017: Vanguard 500 Index Fund (VFINX) up 2.04 %; Vanguard Total Bond Market Index Fund (VBMFX) up 0.37 %; Vanguard Developed Markets Index Fund (VTMGX) up 2.94 %; Vanguard Emerging Markets Stock Index (VEIEX) up 5.31 %; and Vanguard Star Fund (VGSTX), a total global balanced portfolio, up 1.71 %.

Article 4.1 discussed how the average individual investor actually performs substantially worse than relevant benchmark indices.

The problem with that is you won't know when a mutual fund stopped performing, because you don't have the mutual fund screening software needed to compare it to its peers or its benchmark index, or know how to use it if you did.

Consequently, these ETPs may experience losses even in situations where the underlying index or benchmark has performed as hoped.

Carefully examine how the fund has performed in the past 2 to 3 years while the benchmarks remain indices like BSE or Nifty.

You can also see how each portfolio is performing against the Russell 3000, which is a market index that seeks to serve as a benchmark for how well the entire U.S. stock market is doing.