But how would it have
performed against an Index over 10 years of Latin America?
I was excited to revisit Olstein's All Cap Value Fund (OFALX) today and find out how his fund has
performed against the indexes.
Or, at least, find out how a stacked deck of stocks
performs against an index.
Not exact matches
We highly suggest that all readers of this exclusive content given to Streetwise Reports take a look at our «picks»
against an
index, to verify just how well we did or did not
perform with our analyses.
Many investors care about price return when they compare how they are
performing against others or
against a selected
index.
Moving the thumb tip
against the
index finger is an optimal method for
performing computing inputs.
Let me put it this way, if someone can pick the best
performing index of bonds to compare
against stocks, what is to keep the stock manager from picking the best sub-
index of stocks to be the policy comparison?
What I would worry about — and I would worry a lot about this — is how your fund
performs against its benchmark
index over time.
I look forward to seeing how they
perform against the market, represented by the S&P 500
index.
If an active management process can add value, then it should
perform far better if it makes active bets
against one of these Fundamental
Indexes than against capitalization - weighted i
Indexes than
against capitalization - weighted
indexesindexes.
Although the underperformance of active funds in each individual category is well understood in the passive versus active debate, less well known is how portfolios of
index funds have
performed against portfolios of similarly structured active funds.
Each year I take a look at Santa's stock portfolio to see how he
performed against the S&P 500
index.
One can reasonably expect, however, that the Alpha Portfolios would under -
perform against a rising ISEQ (as we see here), and out -
perform a falling ISEQ
index.
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.
The policy value will depend on how much you pay and how well the market
index performs, and while there are some caps on how much you can earn, you are protected
against major losses in a way you wouldn't be if you invested in those markets yourself.