Sentences with phrase «than one's benchmark»

The idea is to perform better than a benchmark index through flexible active management.

The stocks with high Alpha give higher return than the benchmark return.

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

Bull markets rarely end when the earnings yield on stocks — now around 6 % — is higher than benchmark bond yields.

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

Sometimes that doesn't happen and the fund returns less than its benchmark.

A fund is most likely to outperform if it has higher quality holdings than its benchmark.

While the fund has undoubtedly scored on the performance front, it has also managed to keep its risk metrics lower than the benchmark thereby resulting in an improved risk - reward profile.

The bias is meant to make it less sensitive to a general increase in yields than the benchmark index it follows.

A $ 100,000 investment in the fund at inception would have grown to just over $ 1.1 million today, $ 500,000 more than the benchmark portfolio.

As a result, it has a longer weighted - average maturity than our benchmark, as well as most other intermediate - term credit funds.

The fund has higher duration than our benchmark, which holds bonds in the 10 - to 30 - year range.

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

Now, day to day use is more important than benchmarks — but benchmarks still serve a purpose in indicating how long a phone might last.

Bull markets rarely end when the earnings yield on stocks — now around 6 % — is higher than benchmark bond yields.

Even if the fund performs slightly worse than the benchmark net of all fees, the manager is touted for their stock picking ability.

None of these items have anything to do with dividends, but I admit that, generally, the portfolios of value investors have a higher dividend yield than their benchmarks do.

That difference, though, isn't likely to be noticeable anywhere other than benchmarks.

If we expect interest rates to rise, we will create a portfolio with a duration which is shorter than the benchmark's duration.

Beyond that limit, a person having poor muscle mass should consume more calories than the benchmark.

If the Platinum Card comes out with a higher net value than the benchmark, it's probably a good card for you.

Depending on the goal of the portfolio, it may also be the intention to invest in less volatile assets than the benchmark is invested in.

These apartments are already generating superior returns for Owners than the benchmark set by our competitors.

If the value is more than 100 it means the fund has performed better than benchmark during bull market (up market).

Our position ended slightly up for the year but our gain was less than the benchmark.

We use our flexibility to invest where we see opportunities, which means that our portfolio often looks very different than the benchmark.

A fund can only outperform if it has higher quality holdings than its benchmark.

If we expect rates to fall, we will have a longer duration than the benchmark.

Real - world use is more important than benchmarks, but benchmarks are still a good indicator of a device's longevity.

Where values in the «return difference» column are negative, that means the fund had a lower return than its benchmark.

If your income is higher than that benchmark, you can claim a reduced amount of the credit.

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!

Conversely, the S&P 500 Low Volatility Index performed better than the benchmark when interest rates declined.

It tilts smaller than our benchmark, with less of a value focus, and it makes a lot of sector bets, especially as it heavily underweights financials in favor of industrials, consumer cyclicals, and tech.

You can find the performance figures on any of the big mutual fund sites and you simply want to see if it does better or worse than the benchmark over say a five or 10 year period.

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:

While CHIQ holds far fewer names than our benchmark, its mandate is broader, capturing both consumer cyclical and non-cyclical sectors, and including US - listed N - shares, which our benchmark excludes.

Our approach to fund research led us to a fund that backs up its past outperformance by allocating to better stocks than its benchmark while charging below - average fees.

To what degree, for example, is a portfolio cheaper than its benchmark, or more tilted toward high quality stocks?

There, 22 percent of the grounding line is retreating faster than the benchmark 80 feet per year.

Eight of the 60/40 SPY / multisector bond fund combinations had a higher seven - year performance than the benchmark 60/40 portfolio, but in all but one case they experienced larger losses in 2008 and higher volatility.

And on the subject of divestment, John Fullerton, founder and president of the sustainable finance nonprofit Capital Institute, wrote, «There is no denying that the annual financial returns of a portfolio restricted from investing in one of the largest sectors of the economy will indeed behave differently than the benchmarks against which endowments have traditionally chosen to measure themselves.»

The companion chip is able to dial back background processes when the phone isn't in use, making it last even longer than the benchmarks say: I routinely had between 30 and 40 percent at the end of a normal day of use with my Mate 10 Pro, measurably better than the Note 8 and the Pixel 2 XL's performance under similar circumstances.

35 % of all airline cards had worse maximum rewards rates than our benchmark cash back cards, which meant that more than one third of the airline - affiliated credit cards had maximum rewards values less than 2 %.

In declining markets it has fallen less than the benchmark which adds to its attractiveness for an investor.

While we weight user experience more heavily than benchmarks in our reviews, it's worth mentioning that the S4 processor is a screamer.

Though less concentrated than our benchmark, around half of PBJ's portfolio is in its top ten holdings.