Sentences with phrase «than the benchmark indexes»

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

Over the last 10 years, the mutual fund's tracking error has amounted to a mere 0.09 % annually, and since its inception in 1999, the fund has returned 5.15 %, three basis points more than its benchmark index.

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

So on one hand, you don't need to put in 10,000 hours to become a good investor capable of earning decent returns (a bit higher than benchmark indexes) on your investments.

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

Not exact matches

The benchmark index for equity volatility rose to more than twice its level the day before, crushing bettors who'd gotten used to years of very low volatility.

As all major US indexes plummeted into correction territory — with the benchmark S&P 500 suffering its worst week in more than two years — share buybacks stood at a standstill as companies sat paralyzed with fear.

Already - volatile markets swooned after Trump announced the tariffs, with the benchmark Standard & Poor's 500 Index falling more than 1.3 percent that day.

Statistics Canada reported in The Daily in November that, «gasoline prices have increased at a slightly faster pace in the central and eastern provinces than in the west, resulting in a spread between some provincial gasoline indices... associated with the dual crude oil market in Canada and the recent price differential between crude oil benchmarks.»

The Dow Jones Industrial Average wasn't far behind, and one of the best performances was turned in by the Russell 2000 Index, the benchmark for small - cap equities, which was up by more than 31 percent.

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.

On July 23, 2014, we entered into an Amended and Restated Investors» Rights Agreement, or IRA, with certain holders of our common stock and the holders of our outstanding convertible preferred stock, including Yahoo!, Teradata, entities affiliated with Benchmark and Index Ventures and Hewlett - Packard Company, which each hold more than five percent of our outstanding capital stock.

Gains in the Fab Five have contributed a total of 30 index points to the benchmark index this year through Wednesday, more than the 21 points that the S&P 500 added as a whole, data compiled by Bloomberg show.

Many would consider that a classic «black swan event» and the reaction would be «much more severe» than Brexit, which caused the S&P 500 Index to fall 5.3 percent in two days as benchmarks in Europe and elsewhere lost even more.»

The recent stock - market boom has run ahead of itself and international investors showed what they thought early this month by declining to include in the benchmark global MSCI Emerging Market Index stocks that are listed on the mainland, rather than in Hong Kong.

Currently, the fund's Treasury stake is much lower than what is stuffed in its benchmark index, and it owns a lot more American corporate bonds.

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.

Or because the manager's performance is compared to the benchmark index, is there an incentive for the manager to avoid producing returns lower than the index?

ASIAN SCORECARD: Japan's benchmark Nikkei 225 index climbed 0.5 percent to 22,319.61 and South Korea's Kospi jumped 1.1 percent to 2,475.64 after Samsung reported better than expected earnings.

This benchmark would be closer to your DGI portfolio than the S&P 500 index.

Our internal credit standards are higher than those found in the benchmark indices.

While the VIX Index itself is a gauge and is not investable, Cboe offers the following VIX - related benchmark indexes (all shown in image above) that are designed to serve as benchmarks for hypothetical investable performance over more than a decade.

The benchmark Shanghai share index — which has more than doubled in the last year — fell 6.4 percent on Friday.

We can argue about what an appropriate index is to benchmark returns here, but in Q1 it really didn't matter as a mixture of hype and hope pushed company share prices higher than either index.

Compounding can also cause a widening differential between the performances of an ETF and its underlying index or benchmark, so that returns over periods longer than one day can differ in amount and direction from the target return of the same period.

As such, these portfolios will be benchmarked against the S&P 500 Index rather than the S&P / TSX Composite Index (which is a measure of the Canadian stock market).

Both TDB909 and TDB900 track their benchmarks reasonably well but the Canadian Bond Index does have a larger than expected tracking error.

The average annual return since 1980 is 10.4 %, better than the appropriate mix of benchmark indexes, so the managers of these funds have definitely added value.

Our average fees are high and many actively managed mutual funds are no more than expensive index funds that replicate their benchmarks, less a 2.5 % fee.

Or the current benchmark index is more than 200DMA but less than 50DMA.

So here current benchmark index is 15646 which is more than 200DMA i.e. 14157.

Most managers would rather hug their benchmark index than be different and risk losing their job.

The fund is up an average of 9 % a year over five years, better than 99 % of its foreign large - value peers... The goal is to offer investors broad exposure to international markets, but in a portfolio that doesn't simply mimic its benchmark, the MSCI EAFE Index.

iShares was among the pioneers in the industry more than a decade ago, and they've remained steadfast in their position that traditional indexing — plain vanilla, cap - weighted funds that track third - party benchmarks — is still the best solution for investors.

An extremely overdiversified active fund manager is called a closet indexer: he or she holds a portfolio that closely resembles the benchmark, while charging fees that can be 20 times higher than an index fund.

Musson's Mackenzie Ivy European Class Series A mutual fund is up 4.7 % year - to - date (as of Nov. 7), almost 10 percentage points better than the benchmark MSCI Europe index in Canadian dollars, according to Morningstar.

In fact, over most five - year periods, less than 10 % of actively managed funds exceed their index benchmarks.

The index tracked by CDZ, which is based on dividend growth, appears to be harder to track than XDV's more straightforward benchmark.

The index tracked by CDZ, which is based on dividend growth, may be harder to track than XDV's more straightforward benchmark.

More than 75 % of its funds have beaten their category benchmarks over the past 15 years, and 80 % over five years, according to Morningstar — remarkable for what some investors wrongly dismiss as index investing.

Starting in mid-December 2006, the Fund's investment mandate changed from investing at least 80 % of its assets in U.S. securities to investing no less than approximately 50 % in U.S. securities, and the Investment Adviser chose the MSCI World Index (Hedged to US$) as the most relevant benchmark for the Fund starting January 1, 2007.

The Standard & Poor's Index vs. Active (SPIVA) mid-2014 report says that more than 70 percent of actively managed funds lost to their respective benchmarks over the previous five years.

Even if more than two fixed - weight indices are used to form the benchmark, the same problem arises — the manager will get credit (or blame) for the part of his performance that is improperly measured in the other half of the year.

The latest SPIVA Scorecard from S&P Dow Jones Indices shows that more than 70 % of U.S. stock fund managers underperformed their benchmark index over the past five years.

For instance, since the early 1980s, the yield on the benchmark 10 - year Treasury note has fallen from roughly 16 % to 2 % and the Standard & Poor's 500 - stock index has climbed from less than eight times earnings to 25 times earnings.

A study Barry Feldman and Dhruv Roy, cleraly shows the BXM Index (CBOE S&P 500 BuyWrite Index), a benchmark for an S&P 500 - based covered call strategy, had slightly higher returns and significantly less volatility than the S&P 500 over a time period of almost 16 years, despite the fact that covered calls have a truncated upside in the short term.

As aresult, their returns can differ significantly, both positively and negatively, from that of their benchmark index, especially over investment periods lastinglonger than one day.

Even portfolios that are perfectly indexed against a benchmark behave differently than the benchmark, even though this difference on a day - to - day, quarter - to - quarter or year - to - year basis may be ever so slight.

When compared to the benchmark averages (sometimes referred to «Lipper Averages «-RRB-, more than 60 % of actively managed stock mutual funds fail to outperform their segment indexes (in other words, if a mutual fund targets the oil and gas industry, you'll do better just buying an index fund targeting the entire oil and gas industry rather than buying an actively managed mutual fund that targeted only the «best» companies within the oil and gas industry).

Do - it - yourself individual investors buying individual securities rather than investment funds demonstrably under - perform passive index fund benchmarks — especially as the time period increases.