Sentences with phrase «underperformed in a falling market»

The chart shows the S&P 500 equal weighted index outperformed in a rising market and underperformed in a falling market.

Not exact matches

Passive vehicles, on the other hand, are at a disadvantage when markets get rocky: they not only fall in lockstep with the index being tracked, but there is a risk they will underperform after accounting for fees.
You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks held by the Fund may fall; individual investments of the Fund may not perform as expected; and / or the Fund's portfolio management practices may not achieve the desired result.
You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks or bonds held by the Fund may fall; individual investments of the Fund may not perform as expected; and / or the Fund's portfolio management practices may not achieve the desired result.
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