Sentences with phrase «yield bond performance»

Examine high - yield bond performance in 2016.

Not exact matches

I looked back at the historical performance data for long - bonds to see how the future performance was affected by the starting yield level.

Bond yields rose while stocks fell on the ECB news, while the Great British Pound stood out with a strong performance, rising above 1.40 against the USD for the first time this month after a reported «breakthrough» on the Brexit talks regarding the transition with the EU.

High - yield bonds delivered another year of strong performance in 2017, with the benchmark Bloomberg Barclays US Corporate High Yield 2 % Issuer Capped Index returning 7.2 % as we approached year -yield bonds delivered another year of strong performance in 2017, with the benchmark Bloomberg Barclays US Corporate High Yield 2 % Issuer Capped Index returning 7.2 % as we approached year -Yield 2 % Issuer Capped Index returning 7.2 % as we approached year - end.

Moderator Sumit Desai of Morningstar began the panel discussion Tuesday by framing high - yield bond growth and volatility, both in performance and assets.

Split the sum amongst Treasurys, municipal bonds (which are similar to Treasurys in performance and yield), stocks, and mutual funds.

Stocks with a history of consistently growing their dividends have historically tended to perform well and exhibit less volatility in a rising rate environment, while high yielding dividends, often considered «bond - like proxies,» have tended to be more vulnerable (due to their high debt levels) and have historically followed bond performance when rates rise.

Outside of the 1980 bond performance (when yields dropped from nearly 14 percent to 9.5 percent), the two most recent equity bear market performances by bonds really stand out.

That post illustrated the role played by the Fed's actual bond buying on the trajectory of the real yield while an earlier post showed how the Fed's communication about its balance sheet intentions in 2013 also influenced the performance of the real yield.

Putting aside the performance of bonds during the bear market beginning in 1980 (both because the starting yields on Treasuries were so high but also because the bear market was relatively mild as the decline began from relatively low levels of valuation), what's interesting about the above chart is how dependably bonds protected a portfolio during equity bear markets.

Investors were cautious after a largely weak performance on Wall Street on Thursday as some disappointing earnings reports offset strong economic data, while bond yields slid after a surprising slowdown in eurozone inflation.

Investors were cautious after a largely weak performance on Wall Street overnight as some disappointing earnings reports offset strong economic data, while bond yields slid after a surprising slowdown in euro zone inflation.

Despite the shortfall, the government has hailed the performance of the ESLA bond issuance which it said yielded almost 80 % of their expectation.

The S&P 500 High Yield Corporate Bond Index performance behaved similarly returning 3.43 % for March, which was the index's largest return since a 3.86 % return in October, 2011.

The Bloomberg Barclays US Corporate High - Yield Bond Index is an unmanaged broad - based market - value - weighted index that tracks the total return performance of non-investment grade, fixed - rate, publicly placed, dollar denominated and nonconvertible debt registered with the Securities and Exchange Commission.

This can be seen in the historical correlation of the performance of U.S. fixed income sectors with the change in government bond yields (see Exhibit 2).

The investment seeks results that correspond generally to the price and yield performance, before fees and expenses, of S&P California AMT - Free Municipal Bond index.

It «seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Barclays Capital U.S. Aggregate Bond Index»

Now that bond yields are down closer to 4 %, it makes a lot less sense, and has a greater impact on your mutual fund's performance.

Looking at the yield performance, the yield - to - maturity tracked by the S&P Malaysia Bond Index has widened 17bps YTD to 4.14 %, as of August 18, 2015.

Using the 10 - year U.S. Treasury Bond yield as the proxy for interest rates, Exhibit 1 shows the historical performance of the S&P 500 Low Volatility and S&P 500 indices in periods of significantly increased interest rates.

Other lenders use bond yields, which can also cost you a small fortune, depending on bond performance.

By taking such short positions, the index seeks to mitigate the potential negative impact of rising Treasury interest rates («interest rates») on the performance of high yield bonds (conversely limiting the potential positive impact of falling interest rates).

The index series seeks track the entirety of Canada's fixed income market by providing performance measurement tools that range from Treasury bills, benchmark sovereigns (through core fixed income products) to Canadian high - yield and real - return bonds.

Looking at performance since Sept. 30, 2015, the S&P 500 Bond Mega 30 High Yield Index outperformed and rose 28 %, while the S&P 500 Bond Mega 30 Investment Grade Index gained 9.04 % and the S&P China Corporate Bond Index gained 6.35 %.

Contrarily, as part of the S&P Global Developed Sovereign Inflation - Linked Bond Index that measures the performance of the inflation - linked securities market, the S&P Japan Sovereign Inflation - Linked Bond Index rose 3.84 % YTD, see Exhibit 3, and its yield - to - maturity has also shifted from negative territory to 0.648 % in the same period, which is a level last seen in early 2012.

He said: «High - yield bonds had a very strong performance in 2017, but a repeat is unlikely in our opinion.

As rates have remained relatively range bound since the middle of March 2015, the performance difference between investment - grade and high - yield bonds has investors interested on both sides of the fence.

The fund seeks provide investment that correspond to the price and yield performance of an index tracks the U.S. high yield corporate bond market.

Now that bond yields are down closer to 4 %, it makes a lot less sense, and has a greater impact on your ETF's performance.

Performance fee of 20 % over hurdle rate (2 - year Government of Canada Bond Yield plus 450 basis points).

The performance of this index has outpaced both the S&P U.S. Issued Investment Grade Corporate Bond Index (6.49 % YTD) and the S&P U.S. Issued High Yield Corporate Bond Index (5.5 % YTD).

The S&P Municipal Yield Index is designed to measure the performance of high yield municipal bonds issued by U.S. states, The District of Columbia, U.S. territories and local governments or agencies, such that interest on the securities is exempt from regular federal income tax, but may be subject to the alternative minimum tax and to state and local income tYield Index is designed to measure the performance of high yield municipal bonds issued by U.S. states, The District of Columbia, U.S. territories and local governments or agencies, such that interest on the securities is exempt from regular federal income tax, but may be subject to the alternative minimum tax and to state and local income tyield municipal bonds issued by U.S. states, The District of Columbia, U.S. territories and local governments or agencies, such that interest on the securities is exempt from regular federal income tax, but may be subject to the alternative minimum tax and to state and local income taxes.

Exhibit 1 shows the performance of the S&P U.S. Preferred Stock Index compared to both the S&P US Issued BBB Investment Grade Corporate Bond Index and the S&P US Issued BB High Yield Corporate Bond Index.

Class A shares with sales charges performance reflects the maximum 5.5 % sales charge, with the following exceptions: Class A shares of Hartford Emerging Markets Local Debt, Hartford High Yield, Hartford Inflation Plus, Hartford Municipal Opportunities, Hartford Municipal Real Return, Hartford Strategic Income, Hartford Total Return Bond, Hartford World Bond, Hartford Schroders Emerging Markets Debt and Currency, Hartford Schroders Tax - Aware Bond, Hartford Schroders Emerging Markets Multi-Sector Bond and Hartford Schroders Global Strategic Bond reflect a maximum 4.5 % sales charge; Class A shares of Hartford Floating Rate and Hartford Floating Rate High Income reflect a maximum 3.0 % sales charge; Class A shares of Hartford Short Duration reflect a maximum 2.0 % sales charge.

«Many of the investors joining the dividend stampede appear to be motivated by the low interest rates mandated by the Federal Reserve, which have led to a yield famine among traditional income investments like bonds, certificates of deposit and money - market funds,» Zweig writes, adding that others may be chasing performance, since high - yield stocks fared well last year.

Their main performance metric is 7 - factor hedge fund alpha, which corrects for seven risks proxied by: (1) S&P 500 Index excess return; (2) difference between Russell 2000 Index and S&P 500 Index returns; (3) 10 - year U.S. Treasury note (T - note) yield, adjusted for duration, minus 3 - month U.S. Treasury bill yield; (4) change in spread between Moody's BAA bond and T - note, adjusted for duration; and, (5 - 7) excess returns on straddle options portfolios for currencies, commodities and bonds constructed to replicate trend - following strategies in these asset classes.

It is based on the ICE BofAML Diversified High Yield US Emerging Markets Corporate Plus Index which tracks the performance of corporate bonds denominated in US dollars with an average credit rating below investment grade.

Penalties that are based on bond yields can also cost a small fortune, depending on bond performance.

The Barclays U.S. High Yield 350mn Cash Pay 0 - 5 Yr 2 % Capped Index is designed to measure the performance of short - term publicly issued U.S. dollar - denominated high yield corporate bYield 350mn Cash Pay 0 - 5 Yr 2 % Capped Index is designed to measure the performance of short - term publicly issued U.S. dollar - denominated high yield corporate byield corporate bonds.

It may not be appropriate, therefore, to compare the performance of a high - yield (or «junk») bond fund with these averages.

It may not be appropriate to compare the performance of a high - yield (or «junk») bond fund with this average.

And the bond market's performance, as measured by the Bloomberg Barclay's U.S. Aggregate Bond Index, was positive for the quarter with a flatter yield curve and compressed sprebond market's performance, as measured by the Bloomberg Barclay's U.S. Aggregate Bond Index, was positive for the quarter with a flatter yield curve and compressed spreBond Index, was positive for the quarter with a flatter yield curve and compressed spreads.

The Underlying U.S. Treasury Note or Bond Yield May Increase, Decrease or Remain Unchanged Over the Term of Your ETNs: The return on your ETNs is inversely linked to the performance of the underlying index, which inversely corresponds to changes in the underlying U.S. Treasury note or bond yiBond Yield May Increase, Decrease or Remain Unchanged Over the Term of Your ETNs: The return on your ETNs is inversely linked to the performance of the underlying index, which inversely corresponds to changes in the underlying U.S. Treasury note or bond yYield May Increase, Decrease or Remain Unchanged Over the Term of Your ETNs: The return on your ETNs is inversely linked to the performance of the underlying index, which inversely corresponds to changes in the underlying U.S. Treasury note or bond yibond yieldyield.

The Underlying U.S. Treasury Note or Bond Yield, or the U.S. Treasury Yield Curve May Increase, Decrease or Remain Unchanged Over the Term of Your ETNs: The return on your ETNs is linked directly or inversely, as the case may be to the performance of the underlying index, which corresponds directly or inversely, respectively to changes in the underlying U.S. Treasury note or bond yield, or in the case of the FLAT and STPP ETNs, to the U.S. Treasury yield cuBond Yield, or the U.S. Treasury Yield Curve May Increase, Decrease or Remain Unchanged Over the Term of Your ETNs: The return on your ETNs is linked directly or inversely, as the case may be to the performance of the underlying index, which corresponds directly or inversely, respectively to changes in the underlying U.S. Treasury note or bond yield, or in the case of the FLAT and STPP ETNs, to the U.S. Treasury yield cYield, or the U.S. Treasury Yield Curve May Increase, Decrease or Remain Unchanged Over the Term of Your ETNs: The return on your ETNs is linked directly or inversely, as the case may be to the performance of the underlying index, which corresponds directly or inversely, respectively to changes in the underlying U.S. Treasury note or bond yield, or in the case of the FLAT and STPP ETNs, to the U.S. Treasury yield cYield Curve May Increase, Decrease or Remain Unchanged Over the Term of Your ETNs: The return on your ETNs is linked directly or inversely, as the case may be to the performance of the underlying index, which corresponds directly or inversely, respectively to changes in the underlying U.S. Treasury note or bond yield, or in the case of the FLAT and STPP ETNs, to the U.S. Treasury yield cubond yield, or in the case of the FLAT and STPP ETNs, to the U.S. Treasury yield cyield, or in the case of the FLAT and STPP ETNs, to the U.S. Treasury yield cyield curve.

With increased exposures to equities and high yield bonds, this portfolio was able to capture more of the positive performance in these asset classes.

The Bloomberg Barclays US High Yield 350mn Cash Pay 0 - 5 Yr 2 % Capped Index is designed to measure the performance of short - term publicly issued U.S. dollar - denominated high yield corporate bYield 350mn Cash Pay 0 - 5 Yr 2 % Capped Index is designed to measure the performance of short - term publicly issued U.S. dollar - denominated high yield corporate byield corporate bonds.

High - yield bonds are represented by the Bloomberg Barclays US Corporate High Yield Index, which is an unmanaged, broad - based market - value - weighted index that tracks the total return performance of non-investment grade, fixed - rate, publicly placed, dollar - denominated and nonconvertible debt registered with the Securities and Exchange Commisyield bonds are represented by the Bloomberg Barclays US Corporate High Yield Index, which is an unmanaged, broad - based market - value - weighted index that tracks the total return performance of non-investment grade, fixed - rate, publicly placed, dollar - denominated and nonconvertible debt registered with the Securities and Exchange CommisYield Index, which is an unmanaged, broad - based market - value - weighted index that tracks the total return performance of non-investment grade, fixed - rate, publicly placed, dollar - denominated and nonconvertible debt registered with the Securities and Exchange Commission.

Index Definitions Bloomberg Barclays US High Yield Corporate Bond Index is an unmanaged broad - based market - value weighted index that tracks the total return performance of non-investment grade, fixed - rate publicly placed, dollar - denominated and nonconvertible debt registered with the Securities and Exchange Commission.

Contrary to historical performance, the S&P / ASX Corporate Bond 0 + Index underperformed other sector - level indices, despite the hunt for yields continued in other markets.