Sentences with phrase «relevant benchmark index»

How has it been performing versus the relevant benchmark index?

Then compare that performance to the relevant benchmark index shown on each graph.

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

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

Not exact matches

They then compared the weightings versus the relevant equity index benchmark to calculate its «crowded» stock analysis.

Keep an eye on performance, especially comparing how your funds are doing in relation to relevant benchmarks These include market and mutual fund specific indexes, as well as other factors that may affect performance in the future.

In describing their historical performance, private investment counsel firms will usually show composite returns earned by their clients in an investment category like Canadian equity compared to a relevant benchmark (in this case, the S&P / TSX Composite Index).

Effective July 29, 2013, the Value Fund removed the 50 % requirement, and continues to use the MSCI World Index (Hedged to US$) as the most relevant benchmark.

* Note — In this fact sheet we provide 2 relevant benchmarks for the Swan Defined Risk Strategy: the S&P 500 Index and a 60/40 portfolio, comprised of 60 % S&P 500 Index and 40 % Barclays U.S. Aggregate Bond Index.

For the period from the Fund's inception through 2006, the Investment Adviser chose the S&P 500 Index as the relevant market benchmark.

Starting in mid-December 2006, the Fund's investment mandate changed from investing at least 80 % of its assets in U.S. securities to investing no less than approximately 50 % in U.S. securities, and the Investment Adviser chose the MSCI World Index (Hedged to US$) as the most relevant benchmark for the Fund starting January 1, 2007.

This happens to be the goal of many hedge funds and for that reason a relevant benchmark for me is the Hennessee Hedge Fund Index (http://www.hennesseegroup.com/indices/returns/year/2010.html).

The ETF's I use cover a variety of equity markets, currencies, precious metals, commodities, real estate, US bonds, emerging market bonds, etc so there is no relevant index that serves as a benchmark.

The information is intended to show the effects on risk and returns of different asset allocations over time based on hypothetical combinations of the benchmark indexes that correspond to the relevant asset class.

Our corporate objective is to deliver long - term capital growth, while preserving shareholders» capital; to invest without the constraints of a formal benchmark, but to deliver for shareholders increases in capital value in excess of the relevant indices over time.

For performance benchmarks the net total return (NR) indices are usually the most relevant.

Again, as with my last post, it's been a game of two halves — but looking v different here... In H1 - 2013, my Beta portfolios trailed the benchmark — but since the index scored a single - digit return & we're talking about an average 4 mth comparison period, that was never v relevant.

As a benchmark, the MIP used the Barclay's Government / Credit 1 - 5 A - or better index throughout the relevant time period.

Index - Related Risks In order to meet its investment objective, each iShares ® fund will seek to achieve a return which reflects the return of its benchmark index as published by the relevant index provIndex - Related Risks In order to meet its investment objective, each iShares ® fund will seek to achieve a return which reflects the return of its benchmark index as published by the relevant index provindex as published by the relevant index provindex provider.