Morningstar ytd index returns
[DOCX File]Investment Model Portfolio 'Demo' Program.
https://info.5y1.org/morningstar-ytd-index-returns_1_dc44b9.html
The next pages have bar charts to easily compare YTD returns of all five Fee-based Models to both the same Index Models, and the markets. The yellow bars show the return differences. The rest of the charts show performance. The page about Target Date Models is just what the Input sheet looks like. The Models spreadsheet is not protected so you can make any changes you want to. Get monthly ...
[DOC File]Returns to 1/26/04
https://info.5y1.org/morningstar-ytd-index-returns_1_19a713.html
Returns Through 03/28/14 1 Week YTD 1 Year 3 Year 5 Year Dow Jones Industrials (TR) 0.12 -0.97 14.71 13.12 19.14 NASDAQ Composite (PR) -2.83 -0.50 27.18 15.03 21.88 S&P 500 (TR) -0.44 1.00 20.89 14.82 20.43 Barclays US Agg Bond (TR) 0.26 1.87 -0.07 3.77 4.85 MSCI EAFE (TR) 2.11 0.05 16.83 7.30 15.29 Source: Morningstar.com. *Past performance is no guarantee of future results. Indexes are ...
[DOC File]Returns to 1/26/04
https://info.5y1.org/morningstar-ytd-index-returns_1_97eda1.html
Returns Through 09/13/13 1 Week YTD 1 Year 3 Year 5 Year Dow Jones Industrials (TR) 3.10 19.54 16.60 16.45 9.16 NASDAQ Composite (PR) 1.70 23.27 17.95 17.65 10.48 S&P 500 (TR) 2.03 20.18 18.21 17.08 8.56 Barclays US Agg Bond (TR) 0.32 -3.34 -2.62 2.60 4.63 MSCI EAFE (TR) 2.45 13.92 20.09 8.73 4.02 Source: Morningstar.com. *Past performance is no guarantee of future results. Indexes are ...
[DOC File]Returns to 1/26/04
https://info.5y1.org/morningstar-ytd-index-returns_1_11f5b7.html
Returns Through 08/09/13 1 Week YTD 1 Year 3 Year 5 Year Dow Jones Industrials (TR) -1.35 19.54 20.34 16.05 8.66 NASDAQ Composite (PR) -0.80 21.22 21.25 16.65 8.68 S&P 500 (TR) -0.98 20.14 23.30 16.97 7.85 Barclays US Agg Bond (TR) 0.14 -2.16 -1.28 3.15 5.25 MSCI EAFE (TR) 0.34 12.43 23.15 8.19 2.14 Source: Morningstar.com. *Past performance is no guarantee of future results. Indexes are ...
[DOC File]Returns to 1/26/04
https://info.5y1.org/morningstar-ytd-index-returns_1_c2ade8.html
Returns Through 08/12/16 1 Week YTD 1 Year 3 Year 5 Year Dow Jones Industrials (TR) 0.33 8.43 9.61 9.06 13.37 NASDAQ Composite (PR) 0.23 4.50 3.74 12.55 15.85 S&P 500 (TR) 0.12 8.32 7.04 11.26 15.60 Barclays US Agg Bond (TR) 0.42 5.87 5.58 4.18 3.21 MSCI EAFE (TR) 2.85 1.88 -4.36 1.73 5.67 Source: Morningstar.com. *Past performance is no guarantee of future results. Indexes are …
[DOC File]Evaluation of Returns for an ORP Provider:
https://info.5y1.org/morningstar-ytd-index-returns_1_fefe6b.html
Morningstar was used to research the funds performance, and provide an expert rating system. Morningstar uses “stars” to rate funds, one star is low and five stars is the best rating. The number of stars awarded by Morningstar was included in the analysis of each of Pioneer’s performance evaluation. Pioneer Funds had a history of out performing the market by at least a percentage point ...
[DOC File]Definitions for Data Items on - Morningstar
https://info.5y1.org/morningstar-ytd-index-returns_1_b245fb.html
User’s Definitions. Reference page 2. Profile page 6. Proprietary page 9 . Ratios page 13. Valuation page 20. Raw Fundamentals Income Statement page 31. Balance Sheet page 48. Cash Flow page 74. Earnings Report/EPS and Share page 89. TTM page 92. Price/Returns page 92. Alpha/Beta page 96. Statistics page 97. Currency Exchange page 98. Corporate Calendar page 99. Ownership page 99. …
[DOC File]1
https://info.5y1.org/morningstar-ytd-index-returns_1_0d864c.html
AMAGX has had significantly higher returns then its Russell 2000 benchmark in the 1, 3, 5, and 10 year return. The three year return is almost 8% higher than its index and the five year return is 9% higher than the Russell 2000. The net asset value (NAV) as of December 4th, 2008 was $23.24 with a YTD return of 18%. Using the sharpe ratio, which ...
[DOC File]Definitions for Data Items on - Morningstar
https://info.5y1.org/morningstar-ytd-index-returns_1_eec672.html
User’s Definitions. Operational page 2. Profile page 6 . Proprietary page 8. Ratios page 12. Valuation page 19. Raw Fundamentals Income Statement page 30. Balance Sheet page 52. Cash Flow page 80. Earnings Report/EPS and Share page 98. TTM page 101. Price/Returns page 101. Alpha/Beta page 105. Statistics page 107. Currency Exchange page 108. Corporate Calendar page 108. Ownership/Short ...
[DOC File]Returns to 1/26/04
https://info.5y1.org/morningstar-ytd-index-returns_1_a3c0c7.html
MSCI EAFE returns stated in U.S. dollars. Just One Day of Trading — The S&P 500 was up 4.1 percent YTD (total return) through the close of trading on Friday, Nov. 16, the 223rd trading day of 2018. The best single trading day for the index so far this year was Monday, March 26, 2018, when the index gained 2.7 percent (source: BTN Research ...
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