Sentences with phrase «same small cap index»

The tailwind in 2016 became a headwind in 2017 as the same small cap index underperformed by 6 %.

Not exact matches

So far, domestic small - to - mid-cap companies that get most of their revenues at home have weathered prospects of higher trade costs the best, with the Russell 2000 index of smaller companies up 2.8 percent for the year, nearly double the 1.5 percent gain in the larger - cap and more internationally - exposed S&P 500 index over the same time.

The Vanguard Small - Cap growth index fund looks to wrap an index around companies that are of a certain size and showing the same type of growth.

Just like the small - cap value fund, the mid-cap value index fund looks to achieve the same balance, expect with larger companies.

For the recent quarter the Fund declined 11 %, underperforming the MSCI World ex U.S. Small Cap Index, which declined 8 % for the same period.

The Oakmark International Small Cap Fund returned 1 % for the quarter ended June 30, 2013, outperforming the MSCI World ex U.S. Small Cap Index, which declined 3 % for the same period.

While the S&P 500 slumped in March, the same can not be said of its mid - and small - cap counterparts, the S&P MidCap 400 Index and the S&P SmallCap 600 Index.

The Oakmark International Small Cap Fund returned 9 % for the quarter ended March 31, 2015, outperforming the MSCI World ex U.S. Small Cap Index, which returned 4 % for the same period.

We reach the same conclusion when we compare Pinnacle just against Morningstar's «Gold» rated small cap value funds and Vanguard's SCV index.

The small cap value index has compounded at more than 13 % over the same period.

During that same period the small cap index compounded at 14 % before inflation and 7 % after inflation.

This dramatically outperformed the 13.0 % annualized return of the S&P 500 index, the 15.9 % annualized return of the S&P Small Cap 600 index, and the 14.0 % compounded return of the Russell 2000 Small Cap index over the same period.

Over the same period, the Vanguard Small Cap Index fund (NAESX) posted an average annual gain of 10.2 %.

This is the same reason we do not use small cap indices or stock sectors.

This outperformed the 13.0 % compounded return of the S&P 500 index, the 14.0 % compounded return of the Russell 2000 Small Cap index, and the 15.9 % compounded return of the S&P Small Cap 600 index over the same period.

This is in the same range as some of the most volatile stock indices available, such as emerging markets and world - wide small caps.

This underperformed the 13.0 % compounded return of the S&P 500 and the 14.0 % compounded return of the Russell 2000 Small Cap indices over the same period.

Noting that the S&P 500 Dividend Aristocrats Index has outperformed the S&P 500 in over 90 % of the rolling periods since its inception, he added that the same dividend growth screen has been applied effectively to other markets, like mid cap and small cap.

- the problem hasn't been active management — you would have had the same results in the passive NASDAQ index or some ultra small cap ETF

You could easily replace the actively managed bond fund with a low - cost index fund, same for the small caps.

At the same time the BMO Nesbitt Burns Canadian Small Cap index gained an average of only 8.6 % annually and the S&P / TSX Composite gained an average of 9.2 % annually.

Small - cap stocks have a positive correlation to that same index also, but it is not as high, generally around 0.8.

The Russell 2000 Dividend Growth Index has risen 24.6 % and 22.9 % for the year - to - date and one year periods ended November 11, more than 10 % and 12 % more, respectively, than the broad US small - cap Russell 2000 Index for the same time period.

This underperformed the 13.0 % compounded return of the S&P 500 index, and the 14.0 % compounded return of the Russell 2000 Small Cap index over the same period.

Table 2 highlights Sharpe ratios for these same indices.1 Another interesting characteristic of the small - cap stock universe, is that neither the Russell 2000 ® Index nor the MSCI ACWI ex USA SC have generated a negative 10 - year return since their respective inception dates (based on rolling ten - year returns).

This greatly outperformed the 13.0 % annualized return of the S&P 500 index, the 15.9 % annualized return of the S&P Small Cap 600 index, and the 14.0 % compounded return of the Russell 2000 Small Cap index over the same period.

Instead, it demonstrates the value of a small cap and value tilt in global equity markets, since over the same period a Simulated S&P 500 Index only had a return of 9.53 % (with no fees deducted), at a standard deviation of 19.19 %.

Second, we learned that these rules don't apply to mid cap and small cap index funds for the same reasons.