Sentences with phrase «returns of a given index»

Leveraged ETFs seek to provide a multiple of the investment returns of a given index or benchmark on a daily basis.

These funds, such as the Direxion Daily S&P 500 Bear 3x Shares ETF, use derivatives to provide double and triple the daily return of a given index.

Exchange Traded Funds, also known as Passive or Index Funds, aim to track the returns of a given index without relying on a fund manager.

Passively managed funds are often referred to as «index funds» and have as their goal only to match the returns of a given index or some other benchmark.

Not exact matches

Subsequently, within the course of the same survey, they were asked to choose between two possible financial investments, one that gives a fixed nominal return after twelve months, and another that yields a return indexed by inflation, again after one year.

The question was an unusually personal twist on advice Buffett has always given: That most investors are better off buying low - cost mutual funds that index, or closely track, the holdings and returns of the Standard & Poor's 500 - stock index.

Aside from acceptable «basis» risk between the stocks we hold long and the indices we use to hedge, and perhaps 1 % of assets in option time - premium at any given time as a result of staggering our strikes to provide a stronger defense, we don't consider various speculative bubbles as threats to our own returns.

To measure our success in these areas, we track meaningful metrics such as employee engagement and satisfaction (i.e., employee volunteering, employee giving and results of the Organizational Health Index survey), total employees receiving performance reviews, average hours of training, turnover rates and rate of return from leave.

This means that just because you are invested in an index fund doesn't guarantee you will make money in a given year as the returns of the fund will be related to the performance of the stocks in the fund.

U.S. Corporate Bonds & Senior Loans: Only giving up -0.83 % for the month, the S&P / LSTA U.S. Leveraged Loan 100 Index stayed out of the fixed income fray and has returned a positive 1.99 %, year - to - date.

With its inception date of mid-2000, this fund aims to give an investment return that is 150 % of the performance of the Dow Jones US Telecoms Sector Index.

I'm about to give you the tools to compare accurately the returns of different types of indexed and managed funds.

On a 10 - 12 year horizon, we expect the total return of the S&P 500 to fall short of 1 % annually, and given that more than that amount is likely to represent dividends, it follows that we expect the level of the S&P 500 Index to be lower 10 - 12 years from now than it is today (recall a similar outcome after the 2000 peak).

Inverse ETFs seek to provide the opposite of the investment returns, also daily, of a given index or benchmark, either in whole or by multiples.

If the FTSE index returns 3 % over a given period, and the value - added target of the firm is 25 basis points, then the firm is aiming to return 3.25 % over the same period.

«If you look at the S&P / TSX Composite Index, it had an annual compound return (including dividends) of 8.9 per cent between 2001 and 2010 while the S&P 500 had an annual compound return of 3.0 per cent, or -2.3 per cent in Canadian dollars given our currency's appreciation during that period,» says Dimock.

The chance of an index fund outperforming one of your star managers (after costs) in any given year is quite high, because most investment returns come from simply accepting market risks (beta), which requires no skill.

An absolute return strategy is independent of traditional benchmarks such as the S&P 500 Index or the Barclays U.S. Aggregate Bond Index, which gives it the freedom to invest in a wide variety of securities as well as a variety of strategies to hedge specific types of risk.

Last week the index gave up 0.12 % for total return after a relatively flat prior week and a string of positive weekly performance since March of this year.

The aim of a total return index is to reflect the full benefit of holding an index's constituents over a given time.

Given the strong income effect, the S&P / NZX 50 High Dividend Index managed to outperform the S&P / NZX 50 Index in terms of total return over the 3 -, 5 -, and 10 - year periods ending Aug. 31, 2016, although there was slight underperformance in the price return version.

One other thing you have to be willing to do, especially in mutual fund investing, is look away from the larger fund organizations for your investment choices (with the exception of index funds, where size will drive down costs) for by their very nature, they will not attract and retain the kind of talent that will give you outlier returns (and as we are seeing with one large European - owned organization, the parent may not be astute enough to know when decay has set in).

In other words, 66.67 % of the time, the returns of IUSA LN could deviate from the S&P 500 index by an annualised 2.64 %, in any given year, whereas the returns of SPY US could deviate only by an annualised 0.25 % in any given year.

Since you're not actually invested in the index, the insurer determines your return for a given period of time by multiplying your base cash value by the index's performance.

MarketProtector gives you potential additional interest tied to the return of an index, multiple ways to calculate that interest, and the added benefit of tax - deferred earnings.

Three: Index funds offer something you'll never get in an actively managed fund: a guarantee to give you the return of an asset class, less only relatively low expenses.

If given the data, one can easily compare the risk and return of an equally weighted portfolio of the entire dividend - paying universe of securities from within the S&P / TSX Composite Index with the risk and return of an equally weighted basket of the non-dividend paying equity securities from the same universe.

Studies have shown that over time, however, index funds tend to give the best returns, beating actively managed mutual funds about 80 % of the time — and over time returns average about 8 % per year.

A variable - indexed annuity gives you the opportunity to earn returns based, in part, on the positive change of an external index, like the S&P 500.

But the point is this: If returns do come in lower than in the past — which seems likely given the current low level of interest rates — the more you stick to low - cost index funds and ETFs, the better the shot that you'll have at accumulating the savings you'll need to maintain your standard of living in retirement, and the more likely your savings will last at least as long as you do.

Dispersion, in fact, is a systematic measure of the weighted standard deviation of index component returns, and gives us a way to gauge the potential benefit of active stock selection.

After a solid total return of 4.35 % in January, the index gave up a little ground and Read more -LSB-...]

Most importantly, Countercyclical Indexing is a low fee and tax efficient form of asset allocation that tries to capture the market return given an appropriate level of risk over the course of the business cycle.

So when you factor in higher management fees and the possibility of lower returns than broader - based index funds, investors could be giving up about 1 % in average annual investment returns.

In other words, RAR gives us the rate of return that the fund manager would have obtained, had he / she been prepared to assume the same risk level as the index.

E.g. suppose an Index Fund is charging annual 1 % of the costs to fund, in such case if underling index have given 15 % return in one year, the fund will give 14 % reIndex Fund is charging annual 1 % of the costs to fund, in such case if underling index have given 15 % return in one year, the fund will give 14 % reindex have given 15 % return in one year, the fund will give 14 % return.

U.S. Corporate Bonds & Senior Loans: Only giving up -0.83 % for the month, the S&P / LSTA U.S. Leveraged Loan 100 Index stayed out of the fixed income fray and has returned a positive 1.99 %, year - to - date.

Index - linked GICs maximize the promises but minimize the payouts Index - linked GICs (guaranteed investment certificates) provide the buyer with a return that is «linked» to the direction of the stock market in a given period.

And that's on top of the fact that indexing like this gives you very little risk - adjusted excess return, or alpha.

Jackson AscenderPlus Select gives you potential additional interest tied to the return of an index, multiple ways to calculate that interest, and the added benefit of tax - deferred earnings.

Index - linked GICs (guaranteed investment certificates) provide the buyer with a return that is «linked» to the direction of the stock market in a given period.

With 340 stocks, it's meaningfully less diversified than a portfolio including both a «total U.S.» index fund and a «total international» index fund, which means you'd be taking on more risk for a given level of expected return, and

A randomly chosen collection of stocks chosen from an index will underperform or outperform the index in any given year, but over time, the returns of the randomly chosen portfolio and the index will be the same.

Whatever causes valuation errors, which gave rise to the superior historical returns of fundamentally weighted indices, will continue into the future (value investing will not revert to the mean); and

Examples: Assume you purchase a leveraged ETF that is designed to double the return of a particular index on a given day.

1.2 % vs the index when it is supposed to be a total return swap that automatically gives the index return gross of MER 0.15 % and swap fees 0.30 % with the index puzzles me and the rep I spoke to at Horizons could not give me an immediate answer.

If we have an index consisting of five stocks, and assume that four of them will return 10 % and one will return 50 % over a given time period, and we suppose that active managers will create portfolios using an equally weighted subset of either one or two of those stocks, there will be a set of fifteen possible actively managed portfolios.

Aiming to give a return of twice the daily performance of the MSCI Emerging Markets Index, this ETF will give you fast and easy access to a long position that might otherwise have been impossible.

Though not all exchange - traded funds (ETFs) are passively managed, the vast majority are managed this way because most ETFs are indexed funds, meaning they invest in the same stocks as a given index with the goal of matching its returns.

The fund, has outperformed its benchmark index in its 1Y and 3Y performance giving returns of 28.78 % and 22.83 % respectively, in comparison to benchmark returns of 26.34 % and 15.96 % respectively in the same period.