Sentences with phrase «than benchmark during»

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.
If the value is less than 100 it means the fund has performed better than benchmark during bear market (bear market).

Not exact matches

U.S. Equity Funds enjoyed a record - breaking surge of fresh money during the second week of March, as investors shrugged off an impending U.S. rate hike and the internal struggles of Trump's administration and chased a rally that saw the benchmark Dow Jones Industrial Average Index climb more than 400 points in a day.
Although Fed officials took strong steps early in the year, including cutting the central bank's benchmark interest rate by more than half during the first four months, it took until the fall for them to realize that the economy had fallen into a severe recession.
The Eurozone's Euro Stoxx 50 benchmark plunged more than 4 % during the first quarter.
a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.
Based on analyses produced by the Benchmark Educational Resource Group, annual public education operating expenses in Texas approximate $ 7,000 per student, and total spending increased by over 40 % over the past five years, more than twice the sum of enrollment growth and inflation during that period.
During the 2015 - 2016 school year, North Carolina students submitted more than 3.5 million benchmark assessments and more than 4 million classroom assessments to inform instruction over the Schoolnet platform.
During our VidTrim benchmark, the A1000 transcoded a 1080p video to 480p in 11 minutes and 31 seconds, which is far slower than the category average of 7:41.
The Asus Transformer Prime shines during gaming sessions, for two reasons: first, because the Tegra 3 SoC is much faster than its Tegra 2 predecessor (by 3X in graphics according to specs, and confirmed by early benchmarks), but more importantly because NVIDIA has managed to get developers to upgrade their games with new effects and features.
During periods of lower than average rates, authorised deposit - taking institutions (ADIs) are likely to offer interest rates that fall between the RBA cash rate and the benchmark rate.
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.
In fact, a recent Fidelity survey found that many investors think index funds, which attempt to match a market benchmark like the S&P 500 (before fees), are less risky than active funds, which attempt to outperform a benchmark.1 That may help explain why during 11 weeks of heightened market volatility in 2015, investors bought index funds but sold active funds at seven times the average rate during nonvolatile weeks.2
During the last three market downturns, the average active large - cap blend fund outperformed its prospectus benchmark from 0.83 % during the 2007 - 09 downturn to more than 5 % during the 2000 - 01 correDuring the last three market downturns, the average active large - cap blend fund outperformed its prospectus benchmark from 0.83 % during the 2007 - 09 downturn to more than 5 % during the 2000 - 01 correduring the 2007 - 09 downturn to more than 5 % during the 2000 - 01 correduring the 2000 - 01 correction.
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