Sentences with phrase «returns of a specific index»

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The return an investor receives on his or her share of a home would depend on the home's value change according to its house - specific index rather than the selling price of the home.

Index Portfolio 50 is shown at the fulcrum of the teeter - totter, and the period - specific expected return can be estimated based on 50 or 86 years of simulated historical returns, the Fama / French Five - Factor Model, or any reasonable method an investor chooses.

In his October 2012 paper entitled «Time - Varying Relationship of News Sentiment, Implied Volatility and Stock Returns», Lee Smales investigates relationships among aggregate unscheduled firm - specific news sentiment, changes in the S&P 500 Implied Volatility Index (VIX) and both contemporaneous and future S&P 500 Index rReturns», Lee Smales investigates relationships among aggregate unscheduled firm - specific news sentiment, changes in the S&P 500 Implied Volatility Index (VIX) and both contemporaneous and future S&P 500 Index returnsreturns.

The amount of return you receive on an exchange traded note depends on and is based on the performance of a specific market index; whereas, the value of the exchange traded note is affected by changes in credit ratings...

easily navigate to a specific index group without having to return to the Navigation Document / Table of Contents (e.g., by displaying a persistent floating alphabet bar so that the user can click on a letter to go to that group).

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.

Finally, Exhibit 4 is similar to Exhibit 3, but it shows the excess total return of specific S&P STRIDE Indices over the rise in cost of future income.

If the index return is positive, you will receive a portion of that return up to a specific percentage.

The total return of a security, or in this case the index, refers to the gain or loss, in percentage terms, derived from both the price change as well as any income the investment pays over a specific time period.

For example, a leveraged ETF with a 2:1 ratio is designed to provide double the return of a specific underlying index — such as the S&P 500.

Hi David, we do a lot of backtesting, and I was wondering you all have an index calculator that allows you to calculate total returns between specific dates, such as January 18 or May 7 (i.e. dates don't fall on month - end or quarter - end).

But instead of holding a basket of physical assets such as stocks or bonds, an ETN is simply a note that promises to pay investors a return based on the performance of a specific index or other benchmark.

Simulated index data is based on a combination of performance of widely used total return asset class - specific indexes and subjective judgement taking into account the current economic environment.

SoFi Indices: SoFi Wealth constructed the indices presented using a series of widely used total return asset class - specific indexes that follow a set of rules of ownership that are typically held constant regardless of market conditions and that are generally representative of holdings currently maintained in the SoFi Wealth model portIndices: SoFi Wealth constructed the indices presented using a series of widely used total return asset class - specific indexes that follow a set of rules of ownership that are typically held constant regardless of market conditions and that are generally representative of holdings currently maintained in the SoFi Wealth model portindices presented using a series of widely used total return asset class - specific indexes that follow a set of rules of ownership that are typically held constant regardless of market conditions and that are generally representative of holdings currently maintained in the SoFi Wealth model portfolios.

When you buy a bond fund, you buy shares in a portfolio of bonds that is created or managed to pursue a specific investment objective such as current income, current tax - exempt income, total return, or to match the performance of a market index.

The purpose of an indexed ETF is to track as closely as possible the return of a specific market benchmark or index.

What differentiates an Indexed UL policy from other types of permanent life insurance used for cash accumulation is that the growth of the policy's cash value is based on the performance of an equity index (usually the S&P 500), excluding dividends, collared by a cap and a floor — rather than based on a flat crediting rate that is established by the insurance carrier and adjusted from time to time (a product referred to as «current assumption universal life»), based on a flat dividend rate that is established by the insurance carrier and adjusted from time to time (a product referred to as «whole life»), or based on the actual investment returns of specific equity investments (a product referred to as «variable universal life»).