Sentences with phrase «volatility than return»

Well, beyond 10 years you get more volatility than return, so I'd go with a 1 - 10 year bond ladder (or the bond fund equivalent).

Not exact matches

In recent years they have added international equities and small - cap stocks — asset classes that come with higher volatility than sturdier blue chips, but also offer the promise of higher returns.

Instead of relying on market returns, it may prove more useful to keep an eye on the long term, and to look at the volatility of any particular moment with more objectivity than emotion.

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 %.

The market environment in 2018 looks more normal than last year, with lower returns and higher volatility.

«If you do have a lot more risk than your situation warrants, that could be a recipe for trouble if volatility returns.»

You can see that through the reduced volatility of returns that you can expect much smaller losses and gains over time than stocks.

Not exactly a great combination — lower returns with more than 50 % greater volatility.

«Advisors are looking to diversify portfolios away from that volatility and get returns better than, say, Treasuries.»

As cash has no negative returns, the volatility might not be any higher than it would be in a portfolio that includes bonds.

Rather than boost returns, foreign currency exposure has tended to increase a portfolio's volatility.

It aims to deliver these returns with a lower level of volatility than the broader Australian stock market over the medium to long term.

Furthermore, it seeks to achieve these returns with a lower level of volatility than the broader Australian stock market over the medium to long term in order to smooth returns for investors.

It's not just that future returns will be lower from current interest rate levels than they've been in the past; it's that volatility in bonds will be much higher from -LSB-...]

We see the overall environment as positive for risk assets, but expect more muted returns and higher volatility than in 2017.

However, volatility returned in a big way on Friday as the major indexes plunged more than 2 %.

Let's look at the costs of an actively managed portfolio designed by a financial advisor to provide higher returns with lower volatility than the corresponding benchmark.

Do strategies that seek to exploit return volatility persistence by adjusting stock market exposure inversely with recent market volatility relative to some target (including exposures greater than 100 %) produce obvious benefits for investors?

When investors begin to focus on the potential for Fed rate hikes, short - term bonds will almost certainly begin to experience lower returns and — depending on the type of fund — greater volatility than they have in years past.

They entail significant risks that can include losses due to leveraging or other speculative investment practices, lack of liquidity, volatility of returns, restrictions on transferring interests in a fund, potential lack of diversification, absence and / or delay of information regarding valuations and pricing, complex tax structures and delays in tax reporting, less regulation and higher fees than mutual funds.

The long / short strategy generated excess returns of 45 basis points per month, 50 % higher than the 31 basis points per month generated by the unconditional quality strategy, despite running at lower volatility (10.4 % as opposed to 12.2 %).

If you need a higher return than that, then you'll need to consider a higher volatility portfolio.

The long / short strategy based on the joint quality and value signal generated excess returns of 61 basis points per month, twice that generated by the quality or value signals alone and a third higher than the market, despite running at a volatility of only 9.7 %.

The iPath S&P 500 VIX Short Term Futures TM ETN (NYSE: VXX) jumped more than 8 percent on fears that bearish market volatility is returning to the market.

The 10 month moving average system lowered the volatility of the portfolio to 7.1 % and drawdown to 7.1 % but had slightly lower overall returns than simply buying and holding the portfolio.

New money is being deployed in the stock market, with higher returns (along with higher volatility) than I am receiving in LC.

Remember, you're already far better off than the vast majority of investors because you selected an asset allocation with your eyes wide open to its historical returns and volatility, so you can rest easily knowing that you made a well - educated decision.

As currency volatility can have a significant impact on the total return of an international investment, thinking about how to potentially insulate a portfolio from such currency ups and downs is more important than ever.

Instead, the technical and emotional guidance that only a trusted, human advisor (as opposed to robo - advisors, for instance) can offer to investors who are attempting to undertake the complex job of coordinating the accumulation, distribution and transfer of their wealth, is invaluable — particularly in an environment that is likely to deliver lower returns and higher volatility than investors have grown accustomed to recently.

If there was no volatility, and we knew stocks went up 8 % every year, the only rational response would be to pay more for them, until they were expensive enough to return less than 8 %.

Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth less than their original cost.

They give you an ATM - cum - debit card, and the ability to get your money instantly seems more valuable than a marginal difference in return or volatility.

MASNX seeks to achieve long - term returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes.

- i.e. forecasts of future returns, volatilities or correlations are more harmful than helpful.

Approximately 25 - 30 portfolio stocks selected that we believe should offer potential long - term returns with less volatility than the overall securities market.

Over a 3 year period on a tax adjusted basis, bond funds may deliver better returns than fixed deposits but with volatility and not in a straight line.

Its cumulative return was lower and the volatility (measured as a standard deviation of monthly returns) higher than those of its reference ETF portfolio.

Fund managers aim to do this by a significant margin over the long - term and aim to deliver returns with less volatility (risk) than the broader UK equity market.

It assumes that this risk can be approximated by volatility (variance of returns), rather than probability of loss, and the likely severity thereof.

This way, u will get the best of both worlds — liquid fund will give u returns higher than your savings account and u will also balance the market volatility thru the SIP route.

The volatility of the fund, measured by the standard deviation of monthly returns, was slightly higher than that of the reference ETF portfolio.

While covered - call strategies appear to promise «a free lunch» of increased returns with less risk, investors who care about more than the volatility of returns will not find this an efficient strategy.

Historically, a broadly diversified portfolio of stocks (now easily obtained with one or two index mutual funds) has usually provided much higher long - term returns than bonds or cash, but with inevitable, dramatic ups and downs (volatility) that can be very stressful.

when it comes to less than 3 years, debt fund face a very tough competition with FD bcz FD gives you zero volatility return where as in debt funds little bit of volatility will be there.

This means that the shares of companies with higher debt (and higher volatility) are expected to have bigger returns than similar companies with less debt.

One suggestion: Rather than focus on raw P / L % (first table), might you want to look at a volatility - adjusted return per trade?

Its reference ETF portfolio produced a 73.6 % cumulative return, more than double the 31.3 % of the fund, and did so with a slightly lower volatility.

In addition, under certain market conditions, the funds may accept greater volatility than would typically be the case, in order to seek their targeted return.

It also returned about 8 % more than the fund on a cumulative basis and with a 59 % lower volatility.

Investment returns may fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost.