Total Return Performance
Oct 26, 2018 · Summit Strategies Group Disclosures Disclaimer: Although Summit Strategies Group (Summit) believes the modeling contained in this document to be reliable, the modeling of complex financial transactions has inherent limitations.Summit does not guarantee the results to be obtained by the use of this model. This model is developed by Summit based on information obtained from …
The Dow Jones Industrial Average is an indicator of U.S. stock market prices, based on the share values of 30 blue-chip stocks listed on the New York Stock Exchange. MSCI All-Country World Index (ex-US) is a free float-adjusted market capitalization-weighted index …
Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX)
seeks attractive total return with less volatility than the Dow Jones Industrial Average (DJIA or ﬁDow30ﬂ) by investing in an equity portfolio that seeks to substantially replicate the price movements of the DJIA, as well as selling call options on 35%-75% of the notional value of …
Average Annual Total Return QTD YTD 1Y 3Y 5Y 10Y ... The S&P 500® Index is a product of S&P Dow Jones Indices LLC (“SPDJI”), and has been licensed for use by MML Advisers. ... total return of the fund (total return-risk free rate) divided by the risk of the fund (standard deviation). Upside/downside capture shows whether a
Vanguard Total Return Chart Average Annual Total Returns* for Periods Ended July 31, 2019 Vanguard Fund Name Fund No. Ticker Symbol Inception Date Fees Expense Ratio Month Quarter Year to Date 1 Year 3 Years 5 Years 10 Years Since Inception** Stock Funds All values displayed as %
First Trust/Dow Jones Dividend & Income Allocation Portfolio Available through Pacific Life Variable Annuity Products Benchmark: BBgBarc US Corp Bond TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQQQQ High Below Average Out of 8581 Allocation--50% to 70% Equity VA subaccounts. An investment's overall Morningstar ...
The investment seeks the highest total return, composed of current income and capital appreciation, as is consistent with ... YTD YTD YTD YTD YTD YTD -15 Total Return% as of 06-30-19 Investment (Standardized) Investment (Non-Std) Benchmark ... SPDR® Dow Jones REIT ETF 4.81
Apr 02, 2018 · Weekly Market Insights Dow Jones: 24103 YTD -1.96% │ S&P 500: 2640 YTD -0.76% │ NASDAQ: 7063 YTD +2.59% April 2, 2018 Something for Everyone The equity markets closed the week on an up note, but the quarter ended disappointingly down.
INDEX 1M QTD YTD INDEX 1M QTD YTD
Source: S&P Dow Jones Indices LLC and/or its affiliates. Data as of August 30, 2019 except * as of August 29, 2019. Index performance based on total return (USD). Charts and graphs are provided for illustrative purposes. Past performance is no guarantee of future results.
XMLV - Invesco S&P MidCap Low Volatility ETF fact sheet (PDF)
Total return would have also been lower in the absence of these temporary reimbursements or waivers. Beta ... S&P Dow Jones Indices LLC, Dow Jones, S&P or their respective affiliates and neither S&P Dow Jones Indices ... 2019 YTD 16.58 17.97 Fund Details P/B Ratio 2.27 P/E Ratio 22.08
PERAdvantage Small and Mid Cap Stock Fd ... YTD YTD YTD YTD YTD YTD -30 Total Return% as of 06-30-19 Investment Benchmark Average annual, if greater than 1 year ... Index, 15 percent Dow Jones U.S. Select REIT Index, 25 percent Bloomberg Commodity Total Return Index, 30 percent S&P
Jul 26, 2019 · Sources - Interest rates, commodities prices and foreign exchange rates, Federal Reserve, CBOE and Bloomberg; Dow Jones Industrial Average, S&P Dow Jones Indexes; S&P 500, 1500 & Sector total return indexes, Standard & Poor's; MSCI total return indexes, Morgan Stanley Capital International; Bond Market
As of 09/30/2016 SPDR® DoubleLine® Total Return Tactical ETF TOTL Intraday NAV Ticker TOTLIV Index Ticker LBUSTRUU Key Features Active Management Fund Inception Date 02/23/2015 Objective The SPDR® DoubleLine® Total Return Tactical ETF seeks to maximize total return.
S&P Dow Jones Indices does not sponsor, endorse, sell, promote or manage any investment fund or other investment vehicle that seeks to provide an investment return based on the performance of any Index. S&P Dow Jones Indices LLC is not an investment advisor, and S&P Dow Jones Indices makes no representation regarding
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