Sentences with phrase «underperformed benchmark indexes»

Apple's stock has underperformed benchmark indexes this year amid investor criticism that the Cupertino, Calif., tech giant hasn't delivered new breakthrough products.

With this model academics tried to explain why an active fund manager outperformed or underperformed a benchmark index.

There are libraries full of scholarly studies that conclude that active fund managers underperform their benchmark indexes over time, even before taxes are accounted for.

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.

Over the 15 years through December 2017, the vast majority of funds in the nine U.S. style boxes underperformed their benchmark index.

Likewise, if the alpha is − 1.0, this means that your fund has underperformed the benchmark index and is not performing as well as you would expect.

Active managers generally underperform their benchmark index 2.

Investors should also note the fund's rather high turnover — ranging from 40.44 % in 2004 to 85.85 % in 2006 (when the fund underperformed the benchmark index by 30 %)-- and realize that the after - tax performance of HAX in taxable accounts is likely to be horrible.

It has underperformed its benchmark index since its inception.

For instance, over the 15 years through December 2017, the vast majority of U.S. stock funds underperformed their benchmark index.

Critical questions we received asked why we don't address the reason index funds and ETFs also underperform the benchmark indices.

Not exact matches

The fund is referred to as «aggressive» because the composition of the fund does not necessarily reflect the composition of its benchmark index: it may invest in preferred shares issued by Split Share Corporations, for instance, and is not required to hold such classes of shares as floating rate issues, which are expected to underperform for the foreseeable future.

Portfolio managers who wish to reduce the chance of underperforming often choose securities very similar to the benchmark index holdings.

Over the long haul, most actively managed stock mutual funds have underperformed the S&P 500 Index, the most popular and prominent benchmark for index fIndex, the most popular and prominent benchmark for index findex funds.

The above historical performance figures from Morningstar indicate that the fund had a higher volatility (expressed as a standard deviation of returns) and underperformed the S&P 500 ® index, its best - fit benchmark, on a risk - adjusted basis (Sharpe Ratio) in both the three - and five - year trailing periods.

In financial literature, there are numerous citations of studies showing the average mutual fund manager underperforms his or her benchmark index after fees.

Several studies have shown that many active fund managers underperform the selected index which they are benchmarked against.

The Fund (Class I Shares) returned -0.45 % in April, underperforming its benchmark, the Bloomberg Barclays Municipal Bond Index.

You can invest in a particular fund (e.g. a Canadian equity fund) that underperforms its benchmark (e.g. the S&P / TSX Composite Index) for the period that you've invested in it.

This backtest for the gross profits to assets ratio reveals that the first quintile underperforms the S&P 500 Equal Weight Index benchmark.

Tracking error: ETFs possibly underperform the index or benchmark they are tracking over the longer term because of the impact of fees and other costs The tracking error varies between different ETFs depending on the approach chosen to replicate the index.

This backtest for ROA reveals that the first quintile underperforms the S&P 500 Equal Weight Index benchmark.

The S&P 500 Low Volatility Index underperformed the benchmark 60 % of the time when interest rates rose and underperformed by an average of -0.60 %.

In emerging market debt, not only do passive exchange - traded funds (ETFs) tend to underperform their benchmarks, the most widely used indices are narrowly focused and exclude a large portion of the opportunity set.

The Standard & Poor's Indices Versus Active Funds Scorecard for the six months ended June 30 also showed most active fixed - income funds underperforming their benchmarks, though managers of short - dated government debt did manage to best their indexes in each of the one -, three - and five - year sampling periods.

Portfolio managers who wish to reduce the chance of underperforming often choose securities very similar to the benchmark index holdings.

The study reveals that over the one - year period ending December 2016, 66.29 % of Indian Equity Large - Cap funds, 64.29 % of Indian ELSS funds, and 71.11 % of Indian Equity Mid - / Small - Cap funds underperformed their respective benchmark indices.

Index funds are designed to track the benchmark index closely, while active funds may vary more, with some outperforming the benchmark and others underperforIndex funds are designed to track the benchmark index closely, while active funds may vary more, with some outperforming the benchmark and others underperforindex closely, while active funds may vary more, with some outperforming the benchmark and others underperforming.

As for VNM: US, I'm shocked... technically, it didn't underperform, it basically matched its benchmark index.

Against this backdrop, the Fund (Class I Shares) returned 0.79 % in April, underperforming its benchmark, the MSCI ACWI ex USA Index, which returned 1.60 %.

The Fund (Class I Shares) returned 0.84 % in April, underperforming its benchmark, the MSCI ACWI ex USA Index, which returned 1.60 %.

Representative indexing of SoFi Wealth's conservative strategy underperforms the associated benchmark due to short duration bias and concentration of fixed income.

The negative correlation of -0.66 between these two variables indicates that when the broad high yield universe benefited from spread tightening, the HYLV index underperformed the benchmark from spread changes, and that spread widening would have less downward impact on the HYLV index than the benchmark.

In this regard, they underperform the indexes (and other benchmarks).

Over time we've also seen many mutual funds with the full set of Stars underperform when compared against its proper benchmark index.