Sentences with phrase «than the market indexes»

An upside capture ratio above 100 indicates the strategy gained more than a market index in positive monthly return periods.

If funds invest as we advise, sticking with well - established, mostly dividend - paying companies and spreading their assets out across most if not all of the five main economic sectors, they will tend to lose a lot less than the market indexes in periods when the indexes fall sharply.

Not sure that I'm convinced, because, like you say, especially with a long - term perspective, it's hard to put $ into anything other than market index funds, but something to consider.

The average 60 - month buy - and - hold raw return is 254 percent with equal weighting within the NCAV / MV portfolio and 216 percent with value weighting, which are much higher than market indices of only 137 percent and 108 percent.

I think fundamental indexes are better options than market indices for all the reasons Greenblatt identifies.

Meanwhile, the stocks in the highest quintile, those with an average market price to book value ratio of 3.42 and an average earnings yield of 0.147 (a P / E of 6.8), returned 1.3 % less than the market index over the four years after portfolio formation.

Researchers have shown that, in aggregate, money managers who actively build portfolios deliver returns lower than the market indexes over time, a finding that every investment firm acknowledges.

Your investment options should have had a higher rate of return than the market indexes.

Not exact matches

Index - tracking products have taken off over the past few years, especially in the United States, where the broad S&P 500 index has risen more than 200 % since the market bottom in 2009, aided by the U.S. Federal Reserve's monetary stimIndex - tracking products have taken off over the past few years, especially in the United States, where the broad S&P 500 index has risen more than 200 % since the market bottom in 2009, aided by the U.S. Federal Reserve's monetary stimindex has risen more than 200 % since the market bottom in 2009, aided by the U.S. Federal Reserve's monetary stimulus.

The CBOE Volatility Index (VIX), widely considered the best gauge of fear in the market, hit its lowest level in more than 20 years earlier this year.

Vanguard Group founder Jack Bogle says the biggest problem with ETFs isn't that they will cause a market crash, but lead investors to worse market returns than index funds.

That means weighting stocks in an index by qualities such as earnings, cash flow, dividends and book values rather than the sheer size of their market caps.

Keith Parker, a strategist at UBS who has a 3,300 target on the S&P 500 for 2018, said only 35 - to - 45 percent of the tax plan is priced into the market, noting the index's recent gains have been mostly a product of better - than - expected economic data and strong earnings.

Of the companies listed on TSX with a market capitalization of more than $ 1 billion, 17 % graduated from TSXV, including almost one in four companies in the S&P / TSX Composite Index.

Authors of The Fundamental Index: A Better Way to Invest, they found that building indexes based purely on market cap produced worse returns than indexes based on other measures.

Losses were led by the Chinese markets, with Hong Kong's Hang Seng Index down more than 3 percent and the Shanghai composite down more than 4 percent at midday after losing the most since February 2016, according to Reuters records.

It also means that over the next year, Apple will be paying more back in dividends than any other publicly traded company, beating out oil giant Exxon Mobil for the position, according to Howard Siliverblatt, veteran market watcher and senior index analyst at S&P Dow Jones Indices.

The Republican president's renewed ramblings on trade dominated U.S. equity markets this week, with a tweet - induced swoon on Friday leaving the S&P 500 Index 1.4 percent lower than where it started on Monday.

An investor who panicked and only later re-entered the market would have found that his bank account at the end of the bet was a lot smaller than a hypothetical account in which he earned the index - fund returns for the whole period.»

The WisdomTree U.S. Quality Dividend Growth Index, for example, beat the S&P 500 Index by more than 550 basis points in 2017, and we continue to prefer the company and sector tilts within this Index relative to the broader market.

The reward for the wealthy is partly a result of a worldwide market rally — the S&P 500 Index rose more than 16 %, while the Nasdaq increased 17 %.

The current year - to - date gains for the S&P 500 Index are higher than the average annual gains since 1928, according to Howard Silverblatt, a veteran market watcher at S&P Dow Jones Indices.

The Alerian MLP Index, which tracks about 75 percent of the market capitalization of MLPs operating in energy - related businesses such as pipelines or energy storage, was down more than 30 percent this year through Nov. 13, and even more from its peak in the summer of last year.

At the sixth anniversary of the bull market in March, the Standard and Poor's 500 index had more than tripled in value.

If you've been sitting on the sidelines of emerging markets and are ready to get back in, Jurrien Timmer, director of global macro for Fidelity Investments in Boston, recommends buying particular stocks and geographically targeted funds rather than a broad index or exchange - traded fund spanning the entire developing world.

Several weeks after his comments, in early February, stock markets stateside fell more than 10 percent from recent record highs, with major U.S. and global stock indexes moving into correction territory.

Designed to return the inverse of the Cboe Volatility Index, or VIX, the fund was blamed for exacerbating the stock market's drop of more than 10 %.

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.

«Plus, the upward slope of the Relative Strength Index, the RSI, an important momentum indicator, is very steep, which Lang tells us means this can continue to perform much better than the rest of the market,» Cramer said.

The number of ETFs on the market has skyrocketed this year more than ever, forcing me in recent months to look again at my long - held preference for cheap index funds.

Bonds, as measured by the Vanguard Total Bond Market Index ETF (BND), were down more than 2 percent year - to - date through the end of February.

Today's market calm follows harrowing levels of market volatility over the last two weeks when the TSX fell more than five per cent and Wall Street indexes entered «correction» territory.

It's worth noting that the cryptocurrency fund fees are still much higher than comparable passive stock market funds, with S&P 500 index funds priced as low as.05 % of assets.

Many investors felt this pain after the 2008 market crash, though those who remained invested at the 2008/2009 lows have more than made their money back in the years since — the S&P 500 Index is up 171 percent since the beginning of 2009.

The Cboe Volatility Index (VIX), widely considered to be the best gauge of fear in the market, hit its lowest level since Feb. 1 and traded more than 11.5 percent lower at 14.62.

The market volatility index, otherwise known as the VIX and even better known as the fear gauge — a measure of the expected volatility of U.S. stocks — has surged to the highest level in more than two years.

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.»

So index investing, which simply seeks to achieve market returns, is actually more effective than most active management strategies.

Smart beta funds are generally more expensive than a passive, market cap weighted index fund, but less expensive than a full actively managed fund.

It has become more likely for stock prices to make large swings — on the order of 3 percent or 4 percent — than it has been in any other time in recent stock market history, according to an analysis by The New York Times of price changes in the Standard & Poor's 500 - stock market index since 1962.

The effect of equal weighting is keener for XRT than for some other equal - weight funds because XRT draws retail stocks from the broad S&P Total Market Index, not the large - cap - oriented S&P 500.

Elsewhere, the MSCI Emerging Markets Index, which has been particularly hard hit, is trading at less than 12x earnings and barely 1.25 x book, a level last seen during the lows in early 2009.

I plan: 5 % — swing for the fences 10 % — save for big blue chip bargain buys that pop up throughout the year 10 % — VNQ, other than our primary residence, I have no exposure to RE, so this should help with that 15 % — VXUS, international index exposure 60 % — VTI, total stock market index (as I get older, I will be also adding BND or a bond fund, but at 32, I'm working on building equities!)

In fact, sectors within a market often have much lower correlation to each other than the broad market index does to its global counterparts.

Market volatility, which has been historically low in recent months, spiked, with Cboe Volatility Index, commonly considered a gauge of investor fear, jumping by more than 100 percent.

NASDAQ Composite Index measures the market value of all domestic and foreign common stocks, representing a wide array of more than 5,000 companies, listed on the NASDAQ Stock Mmarket value of all domestic and foreign common stocks, representing a wide array of more than 5,000 companies, listed on the NASDAQ Stock MarketMarket.

Comprising more than 20 % of the S&P 500 Index this year based on market capitalization, the Technology sector frequently drives the index's performance, and has generated roughly 150 % of the returns of any other single sector in Index this year based on market capitalization, the Technology sector frequently drives the index's performance, and has generated roughly 150 % of the returns of any other single sector in index's performance, and has generated roughly 150 % of the returns of any other single sector in 2017.

The fact that this ratio is now at the bottom band for most broadly defined stock indices suggests that the risk of continued underperformance by the broad market - versus large - cap indices - is substantially less than it was on April 5th, or even June 30th, when the most recent downdraft started.

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We still have some exposure to «basis risk» - the risk that our stocks perform differently than the indices we use to hedge, but given that both the broad market and some of our industry group holdings are oversold relative to the S&P 100, I believe that the some of this potential for basis risk was reduced by the recent decline.