Sentences with phrase «worse than the broader market»

The banks should be trading at least in line with the broader market and, more realistically, worse than the broader market because they hold loans to the companies that are collapsing in price.

A recent study by DALBAR found that the average investor did much worse than the broad market.

Not exact matches

For all asset classes (but focusing on currencies), they define bad market conditions as months when the excess return on the broad value - weighted U.S. stock market is less than 1.0 standard deviation below its sample period average.

It's true that most actively managed funds did even worse, and that broad - market index funds are now capped so no company can ever make up more than 10 %.

Since different types of equity securities (e.g., large - cap, mid-cap, small - cap) tend to shift into and out of favor with investors depending on market and economic conditions, the performance of the Fund may also be worse than the performance of equity funds that focus on other types of equities or have a broader investment style when the adviser's management style is out - of - favor.