Not only have those kinds of stocks fallen
less than the market as a whole, but you continue to reap the uninterrupted benefit of steadily growing dividend cash flow.
Very recently, we have applied our calculators by using TIPS as a surrogate to determine the conditions at which high dividend stocks become more
attractive than the market as a whole (i.e., the S&P 500 index).
Historically, SCG has had both lower returns and higher
volatility than the market as a whole, which is why if you look through many suggested «lazy portfolios» you'll notice that it's left out completely.
It shows that some investment strategies consistently outperform the market as a whole while some other strategies consistently do
worse than the market as a whole.
If we look at the aristocrats vs the S&P 500 since 2005, we see that even though they lost value in 2008, they lost considerably
less than the market as a whole:
If a stock's performance has historically been more volatile
than the market as a whole, its beta will be higher than one.
As we saw earlier, the variety of EMR's business segments helps to smooth out its economic fortunes, but there is no mistaking that historically its price has shown more volatility
than the market as a whole.
What an ugly day for insurance stocks, falling more
than the market as a whole, and for no good reason.
The SIZE ETF from iShares will favor smaller players, with less volatility
than the market as a whole.
They are generally less volatile
than the market as a whole (low beta).
High beta funds have price fluctuations greater than the broad market; low beta funds fluctuate less
than the market as a whole.