Ytd index returns 2020
[PDF File]YTD as of 06-30-2020 USAA 500 Index Fund Reward Shares USPRX
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YTD as of 06-30-2020 ... seeking to track the performance of the index, the fund's ... historical returns and an Extended Performance Rating for some mutual funds in its universe. This means that any share class that doesn't have a 1, 3-, 5-, or 10-year performance ...
[PDF File]Market Attributes: U.S. Equities October 2021
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Market Attributes U.S. Equities October 2021 KEY HIGHLIGHTS • ®The S&P 500 was up 6.91% in October, bringing its YTD return to 22.61%. • The Dow Jones Industrial Average® gained 5.84% for the month and was up 17.03% YTD. • The S&P MidCap 400® increased 5.82% for the month, bringing its YTD return to 21.13%. • ®The S&P SmallCap 600 gained 3.36% in October and had a YTD return of 23.02%.
[PDF File]Credit Suisse Swiss Pension Fund Index Q4 2020
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Credit Suisse Swiss Pension Fund Index: Ongoing gains in Q4 2020 ȷ The Pension Fund Index rose by 7.36 points, or 3.95%, in the quarter under review; this gives a change of 4.11% since the start of the year. As of December 31, 2020, the index stood at 193.79 points, based on a starting level of 100 points at the beginning of 2000.
[PDF File]Market Pulse High Yield Index Profiles Report - the ICE
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not been the case in 2020 as the index suffered a much milder loss in February. Time will tell what April brings. Exhibit B: Global High Yield Index MTD return attribution Exhibit C: Global High Yield Index YTD return attribution So far the 2020 high yield sell-off is looking remarkably similar to 2008.
[PDF File]ANOTHER LOCKDOWN? Index OCTOBER YTD RETURNS
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The MSCI World Index dropped an additional 3.14% in October and is still down 2.78% for the year, as investors were worried about the uncertainty of both the virus and the US election. US markets were lower with the S&P down 2.77% for the month and +1.21% for the year while the technology-heavy Nasdaq dropped 2.29%, but it is still the best ...
[PDF File]Annual Returns of Key Indices - Lazard Asset Management
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The index is unmanaged and has no fees. One cannot invest directly in an index. The Russell 1000 Growth Index measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. (The Russell 1000 Index measures the performance of the large-cap segment of the US equity uni - verse.
BlackRock Russell 1000® Value Index Fund - WBRRGX Release ...
BlackRock Russell 1000® Value Index Fund - WBRRGX Release Date: 06-30-2020 ... YTD YTD YTD YTD YTD YTD -30 Total Return % as of 06-30-20 Investment Benchmark Average annual, if greater ... Performance returns prior to inception of this fee class are shown in italics and based
[PDF File]4Q21 Economic & Market Review - Russell Investments
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2020 2021 Historically it has paid to own stocks Calendar year S&P 500®Index returns 1926-2021 Represented by the S&P 500® Index from 1926-2021. Index returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment. Indexes are unmanaged and cannot be invested in directly.
[PDF File]June 2020 Investment Report
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June 2020 Investment Report Page 5 of 8 January 2018 Investment Report Page 5 of 8 Fixed Income Funds Fixed Income Fund Fund June QTD YTD Fixed Income Fund +1.28% +6.10% +3.30% Barclays U.S. Universal (ex MBS) Index +1.11% +4.75% +5.67% Difference (percentage points) +0.17 +1.35 -2.37
[PDF File]STANDARDIZED PERFORMANCE YTD 1 Year 3 Year 5 Year Inception
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last few weeks before the US election. Year-to-date, through August 31, 2020, Virtu Financial has returned 66.78% relative to the S&P 500 Index return of 9.74%, on a total return basis. Investor’s Business Daily CAN SLIM systematic process identified and capitalized on the emerging theme of retail trading. Volatility brings Opportunity.
[PDF File]CalSavers 2020 Investment Performance Report
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CalSavers Performance Summary 1,2,3 As of June 30, 2020 Tier I QTD (%) YTD (%) Tier I QTD QTD(%) YTD (%) Tier II (%)YTD State Street Target Ret Fund State Street Target Ret 2045 Fund State Street Agg Bond Index Fund Program Level 8.7 -0.1 Program Level 18.5 -2.9 Program Level 3.4 6.6
[PDF File]2021 Fall Business Update
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Select Index Returns Since December 2020 (%) New brokerage accounts 5 Four consecutive quarters of ... M = Millions. B = Billions. YTD = Year-to-date; all YTD data as of September 30. Core net new assets = net new assets before significant one-time flows, such as ... combined YTD 20204 Organic Growth Rate1 (%) 8% New Brokerage Accounts2 (K ...
[PDF File]Monthly Scorecard, August 2021 - RBC Wealth Management
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U.S. Treasury, total returns reflect Bloomberg Barclays U.S. Treasury Index. 3 Yield and total returns reflect that of the respective Bloomberg Barclays Index. 4 Spot prices and price returns. Source - Bloomberg, RBC Wealth Management Priced (in USD) as of Aug. 31, 2021, market close (unless otherwise stated).
[PDF File]Market Pulse As at May 07, 2021 Local Currency Returns ...
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Currencies Close 1 Week MTD YTD 2020 1 Week MTD YTD 2020 CAD/USD 0.8243 1.30% 1.30% 4.97% 2.01% 1.30% 1.30% 4.97% 2.01% Market Pulse As at May 07, 2021 Local Currency Returns Returns in CAD YTD Change Increased by 82 bps Increased by 67 bps
[PDF File]S&P 500 (CAD-adjusted) Scotiabank Canadian Hedge Fund ...
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funds. The index includes both open and closed funds with a minimum AUM of C$15 million and at least a 12 month track record of returns, managed by Canadian-domiciled hedge fund managers. November, 2020 Index Summary *Month End Nov-20 Value Return MoM Return YTD Ann. Vol*** Rolling 12 Mth Sharpe Ratio^ Correlation to S&P 500^ Correlation to S&P ...
[PDF File]STOXX Monthly Index News
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The index gained 0.5% in euros as the greenback strengthened 2.7% against the common currency in the month. The benchmark is still up 16.2% in dollars this year. The pan-European STOXX® Europe 600 Index lost 2.5% in euros from a record during the month, while the Eurozone’s EURO STOXX 50® Index decreased 4.3%.
[PDF File]CalSavers 2020 Investment Performance Report
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Program Level returns are net of Program Level Fees. 3 Mutual Fund returns are ex Program Level Fees and are only net of manager level expenses. 4 As of 10/9/19, strategy became MSCI ACWI IMI ex US from MSCI ACWI ex US. 5 2065 Target Date Program and benchmark inception date is 1/1/2019, while mutual fund inception is 4/1/2020. 1,2,3 1,2,3 Page ...
[PDF File]AVERAGE ANNUALIZED TOTAL RETURNS As of: December 31, 2020 ...
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As of: December 31, 2020 AVERAGE ANNUALIZED TOTAL RETURNS1 (Unaudited) AVERAGE ANNUALIZED TOTAL RETURNS1 Performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Investment returns and principal value will fluctuate, and when sold, may ...
[PDF File]Market Index Returns Base Currency - Returns to 30-09-2020
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Market Index Returns Base Currency - Returns to 30-09-2020 Index Name. Financial YTD BASE Calendar YTD BASE 1 Month BASE 3 Month BASE 6 Month BASE 1 Year BASE 3 Year BASE 5 Year BASE 10 Year BASE: Australian Cash and Bonds: Morningstar AU Trsy Bd GR AUD 0.82 4.95 1.35 0.82 0.57 2.83 6.68 4.77 5.63
[PDF File]YTD as of 06-30-2020 USAA Target Retirement Income Fund URINX
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YTD as of 06-30-2020 ... Trailing Returns as of 06-30-20 YTD 1 Year 3 Year 5 Year 10 Year Since Inception Investment Return % 0.11 3.52 4.08 4.04 5.08 5.05 ... The index is an unmanaged portfolio of specified securities and does not reflect any initial or ongoing expenses. A fund's portfolio may differ significantly from the
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