Sentences with phrase «return than its benchmark»

In pursuit of this objective, the team will focus on achieving three goals, which we believe will result in better risk - adjusted returns than the benchmark over the long - term:

Moreover, in the five sectors that contributed the most to the benchmark returns, large - cap active managers had higher returns than the benchmark, indicating that stock selection skills were at work.

GBP - Denominated Equity Funds The significant majority of the U.K. and European actively managed equities funds have posted better returns than the benchmark.

An upside ratio greater than 1.00 means the manager is, on average, capturing more of the positive returns than the benchmark during these up periods.

Without these returns, policyholders may generate a lower return than the benchmark indexes.

Not exact matches

Benchmark was then on a hot streak, having initially invested $ 5 million in eBay in 1997 and reaped a more than 50,000 percent return after the online auction marketplace went public in 1998.

«The one big thing that Bogle knows — and explains so well in this slender volume — is that buying and holding a broad benchmark of stocks while keeping fees to a minimum leads to higher long - term returns than constantly trading in a vain attempt to beat the market.

Let's look at the costs of an actively managed portfolio designed by a financial advisor to provide higher returns with lower volatility than the corresponding benchmark.

Or because the manager's performance is compared to the benchmark index, is there an incentive for the manager to avoid producing returns lower than the index?

We have a superannuation (retirement fund) industry that is worth billions in annual management fees, yet many funds consistently return less than the local benchmark.

We can argue about what an appropriate index is to benchmark returns here, but in Q1 it really didn't matter as a mixture of hype and hope pushed company share prices higher than either index.

He therefore employs benchmark - adjusted returns, rather than excess returns, to determine anomaly significance.

Compounding can also cause a widening differential between the performances of an ETF and its underlying index or benchmark, so that returns over periods longer than one day can differ in amount and direction from the target return of the same period.

Charging from 0 to 60 mph takes 5.1 seconds according to the manufacturer, but given that the outgoing model returned quicker sprints, the new SQ5 should be able to hit the benchmark in less than five ticks in certain conditions.

On Linpack, a synthetic benchmark that measures overall system performance, the Droid 4 returned a score of 51 on the single - threaded test, which is far stronger than the 18.3 smartphone average, the 17.3 provided by the 1 - GHz single core Samsung Stratosphere, and the 39 offered by the HTC Rezound and its 1.5 - GHz dual core Qualcomm processor.

The AnTuTu benchmark app returned scores of over 11,500 suggesting the handset has more power than you will ever find a way of actually using.

However, over the last one - year period the fund returns are lower than that of category and benchmark, but not very far off.

You must then check the returns of these schemes over different time horizons and check if they offer consistent returns or at least perform better than the benchmark.

The average annual return since 1980 is 10.4 %, better than the appropriate mix of benchmark indexes, so the managers of these funds have definitely added value.

Let's look at the costs of an actively managed portfolio designed by a financial advisor to provide higher returns with lower volatility than the corresponding benchmark.

Over the last 10 years, the mutual fund's tracking error has amounted to a mere 0.09 % annually, and since its inception in 1999, the fund has returned 5.15 %, three basis points more than its benchmark index.

And unlike hedge funds — which often charge at least 2 % plus 20 % of returns above their benchmark — they are accessible to retail investors for a management fee of less than 1 %.

The 1 year returns of the fund are 8.17 % which is higher than that of the benchmark's returns of 7.33 %.

However, in both cases the fund returned more than the benchmark in the ten - year period.

Since the fund's inception, it has recorded an annualized return of 10.63 % through the end of last year, beating the benchmark portfolio of 60 % global stocks and 40 % global bonds by more than 250 basis points a year.

The reality is that, after the Federal Reserve has set and kept its benchmark short term rate to near zero for more than four years, there aren't many banks that offer savings accounts that would let savers earn a decent return for their hard earned money.

Active management means that the managers of the fund actively trade securities in hopes of achieving higher than market returns or outperforming their respective benchmark, such as the S&P 500.

However, we feel it is more realistic than most industry benchmarks which do not accurately represent the average investor's returns.

A study Barry Feldman and Dhruv Roy, cleraly shows the BXM Index (CBOE S&P 500 BuyWrite Index), a benchmark for an S&P 500 - based covered call strategy, had slightly higher returns and significantly less volatility than the S&P 500 over a time period of almost 16 years, despite the fact that covered calls have a truncated upside in the short term.

In the end, active funds that beat benchmark returns tend to have lower fees than the traditional actively managed fund.

As aresult, their returns can differ significantly, both positively and negatively, from that of their benchmark index, especially over investment periods lastinglonger than one day.

Our aim is to provide our clients with «value added» (excess) returns over and above traditional benchmarks, while at the same time taking on less risk than the overall market.

Using a disciplined investment process and diversified strategies, we seek to generate consistent above benchmark returns with lower than average volatility

Using a disciplined investment process, we seek to generate consistent above benchmark returns with lower than average volatility.

Another thing worth noting is that while the strategy's standard deviation of returns is slightly higher than those of the S&P 500, the downside deviation (measure of the variability of negative returns) is 8.9 % relative to the benchmark's 9.4 %.

Some funds have a strong track record of providing stellar returns year after year, but more often than not these funds will fail to beat their underlying benchmark, making them somewhat of a risk from an investing standpoint.

But while our minds might appreciate the transparency and consistency of a passive approach, our hearts are often more than the benchmark return: We all want to be above average!

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.

The Fund's returns are expected to be more volatile than those of its benchmark.

Both categories of bond funds — Indian Government Bond and Indian Composite Bond — generated negative excess returns for the five - year rolling horizon, with more than 75 % underperforming their respective benchmarks as of June 2017.

If we assume that the risk - free rate is a 3 - month US Treasury (10 - year US Treasury is also common) and equal to 1.50 %, the portfolio beta is 1.60 (60 % more systematic risk or volatility than the benchmark), the benchmark has returned 10 % annualized, and the portfolio return is 20 %, we have:

One of the objectives of low volatility strategies is to provide higher risk - adjusted returns than their respective benchmarks over the long run, primarily by reducing drawdowns during market downturns.

Evidently, the vast majority of A-REIT funds tended to be more defensive than their benchmark over the past five years, as most of them recorded less volatile returns over the one -, three -, and five - year periods.

It is well established that low volatility strategies deliver higher risk - adjusted returns than the broad - based, market - cap - weighted benchmark over a long - term investment horizon.

The funds should not be expected to provide three times or negative three times the return of the benchmark's cumulative return for periods greater than a day.

So the market fails to be «rational» (in relation to pricing volatile stocks) not because major market participants are irrational, but rather because they are rationally pursuing a goal other than maximization of risk - adjusted return — namely, the goal of keeping their jobs by not lagging the benchmark.

Rather than picking stocks directly or using mutual funds where a manager is trading stocks on behalf of similarly minded investors, traditional index funds aim to replicate the returns of any given benchmark while aiming to minimize both costs and something called tracking error.

Although these average returns may not accurately represent the holdings in VTSMX or your replicated portfolio and the average returns statistics for each market cap may represent slightly different holdings than those of the Vanguard funds, these nuances don't pose a problem in this example because I'm using the same benchmark to estimate the returns on VTSMX and the replicated portfolio.

The fund has put up an impressive track record, averaging 20 % a year over the past five years, better than 99 % of its foreign small - and mid-cap peers and more than double the returns of its benchmark, the MSCI World ex-USA small growth index.

In the case of the actively managed equity mutual funds, all the fund categories have higher five - year asset - weighted returns than their respective benchmarks.