Sentences with phrase «value index over»

Baird Equity Asset Management's Small / Mid Cap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 years).

I would be interested in your thoughts on owning BRK vs Small cap value index over the next 10 + years.

The shaded area shows the percentage change in the growth index over the last six months less the percentage change in the value index over the same six month period.

The Fund will attempt to produce a total return in excess of the return of the S&P 500 Index, and secondarily, the Russell 1000 Value Index over a full market cycle.

However, to compare the performance of the strategy with a measure of performance, reference may be made to the HFRI EH: Fundamental Value Index over a over a three - to - five year horizon.

Not exact matches

«As a long - term value investor, we remain cautious and recognise that to generate good real returns over time, we have to be prepared for periods of underperformance relative to the market indices, some even for a stretch of several years.»

Over the past three years, the S&P 500 Growth Index has returned 38 %, literally lapping the S&P 500 Value Index, which only returned half as much, or 19 %.

I've tracked home prices in areas that I would have considered buying, and the truth is that home values over the long run do not return anywhere near the S&P 500 index.

The chart below shows that the Value stocks, as represented by the Russell 1000 Value Index, have underperformed growth stocks over the last ten years by 61 %.

The «big five» — Apple, Alphabet, Microsoft, Facebook and Amazon — now have a combined valuation of over $ 3.3 trillion, and make up more than 40 percent of the value of the Nasdaq 100 index.

As usual, the performance of our stocks relative to the major indices tends to drive day - to - day fluctuations in Fund value when we are hedged, but that differential has also been our primary source of return over time.

Over the month of May, Sydney house prices fell 1.3 per cent and Melbourne's prices dropped 1.7 per cent, according to Corelogic's latest Hedonic Home Value Index.

Someone who invested $ 1,000 in the Value fund with Miller in 1993 earned more than $ 6,000 over the next decade, twice what they would have seen by investing in the S&P index.

The personal exemption — $ 4,050 in 2017 — is indexed for inflation to maintain its real value over time.

For example, the Zillow Home Value Index (ZHVI) for Pleasanton, California rose by nearly 8 % over the last year or so, as of July 2016 (source: Zillow.com).

For the U.S. market, they define investor sentiment using an American Association of Individual Investors (AAII) value index (percent bullish minus percent bearish), derived from a weekly survey of individual investors regarding their outlook for U.S. equities over the next six months and published before the market open on Thursdays.

For the German market, they define investor sentiment using the Sentix value index (percent bullish minus percent bearish), derived from a weekly survey of institutional and individual investors regarding their outlook for German equities over the next six months and published on weekends.

We define «trend» as the normalized slope for the last ten trading days for both the S&P 500 index and the ten - day lagging average index P / C over the past ten trading days, normalizing by dividing the raw slope by the average value over the same ten trading days.

According to JLL's Hong Kong Residential Sales Report released this week, JLL's mass residential capital value index climbed 0.5 % over the last two months.

The Zillow Home Value Index (ZHVI) for the city rose by 12.8 % over the last 12 months.

Low oil prices, increased competition and regulatory pressure weighed on the energy and telecoms sectors respectively which collectively make up over 20pc of the value index.

It is not easy picking stocks consistently over time, but as we've seen, historically the stock market increases in value over time which is why indexing is a strategy that works — if you give it decades — not years.

The Magic Formula / «value» weighted index has a huge advantage over fundamental weighting (+3.9 percent per year), and is a massive improvement over the market capitalization index (+7 percent per year).

Over the past ten years, which included the glory days of the New Economy, the fund did better, almost matching the index, though still trailing our value funds by 4 % a year.

The advance / decline line (A / D) is a technical indicator that plots changes in the value of the advance - decline index over a certain time period.

The price of bitcoin topped $ 400 on the CoinDesk USD Bitcoin Price Index today, its highest value over the last four weeks.

The small cap value allocation capitalizes on the Fama and French research that suggests that over the long term, small cap and value stocks outperform the overall indexes.

Using the above - mentioned indices to calculate the after - tax value of the original $ 1 million investment over the last 10 calendar years (1/1/2003 to 12/31/2012), the tax - location portfolio grew to $ 2,201,372.

The current value of VIX is the annualized percentage of change expected in the S&P 500 index over the next month.

The Balanced Asset Class Index which included large caps, small caps, value stocks and bonds fared much better than the all - stock options and outperformed the other options over the full cycle 4 out of 5 times.

The crisis lasted through the 1990 bear market (which brought the Value Line index down to its 1987 low and cut the Transportation Average in half) and abated by mid-1993, when the RTC had liquidated or paid off the debts of 90 % of the failed institutions it had taken over.

Currently, the ROE on the Russell 1000 Growth Index is over 25 %, versus less than 10 % for the Value iIndex is over 25 %, versus less than 10 % for the Value indexindex.

The argument comes from veteran value investor David Winters, portfolio manager of Wintergreen Fund, who in his latest letter to shareholders says that the typical S&P 500 index fund incurred expenses of over 4.3 % in 2016.

If you believe in active management over passive management (i.e., you think there is value to someone choosing particular stocks over a broad - based index), then you will prefer mutual funds (Yes, there are several actively - managed ETFs, but not enough to choose from at this point).

According to Zillow, the home value index for the city rose by around 10 % over the last year or so, and the company's 12 - month forecast calls for another 5 % growth.

Since 2008, though, growth stock indexes have persistently prevailed over value in terms of relative performance.

Using a small sample of 38 values of HNNSI over the period April 2010 through September 2015 (generated by searching MarketWatch.com for «HNNSI») and contemporaneous daily closes of the S&P 500 Index, we find that: Keep Reading

The Zillow Home Value Index (ZHVI) for this area rose by 10.4 % over the last 12 months or so.

If any of those come back to be loved, the value of the index or ETF will go up, and over the long run, it could grow at a faster rate than the S&P 500.

I think the Index value is worth more as a relative measure of effectiveness over a period of time.

KEY FACT: Everton haven't ended the year with a Premier League victory since 2013 MATCH ODDS: Bournemouth 5/4 Draw 11/5 Everton 9/4 bet365 Pick: Over 2.5 goals @ 11/10 ANDY SAYS: I can see Bournemouth grabbing the three points, but I don't see a classic... 1 - 0 GRAEME SAYS: Has to be Everton for me, Bournemouth just aren't clicking... 0 - 2 SILKY SAYS: Close game, and I think Everton will get something... 1 - 1 FOOTBALLIndex — One to follow: Wayne Rooney continues to be good value on the Index

Because weather station locations and measurements change over time, there is some uncertainty in the individual values in the GISTEMP index.

is a link to International table of glycemic index (GI) and glycemic load (GL) values: 2002 with over 700 products that link is just above, «WHY DO GI VALUES FOR THE SAME TYPES OF FOODS SOMETIMES VARY?&values: 2002 with over 700 products that link is just above, «WHY DO GI VALUES FOR THE SAME TYPES OF FOODS SOMETIMES VARY?&VALUES FOR THE SAME TYPES OF FOODS SOMETIMES VARY?»

To study whether glycemic index values are accurate and reproducible, Matthan and her colleagues recruited 63 volunteers, who underwent six testing sessions over 12 weeks.

This vegetarian food database has the most complete listings of glycemic index as well as glycemic load values of vegetarian foods: over 3,000 glycemic index and glycemic load ratings of most common food items.

This vegan food database has the most complete listings of glycemic index as well as glycemic load values of vegan foods: over 1,000 glycemic index and glycemic load ratings of most common food items.

The Fullness Factor is a calculated rather than measured value, and has a few distinct advantages over the Glycemic Index:

It is also indexed to inflation, so it never loses value over time.

A teacher retiring at age 55 with a $ 50,000 inflation - indexed annual pension has received an annuity valued at over $ 1 million.

If that was only true of the school in which he gave his speech — CASSA received a «D» on its Performance Index and an «F» in value - added, a growth measure over a school year.