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S AND quote and profile

 
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14.29
  
FUND
0.02  Macroaxis: 0.14 Up   0.14%  
May 22 2013 

Diversification Suggestion

Use S AND to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze S AND P QUALITY RANK Trend or Check current 30 days S AND correlation with market (S&P 500)
1 Month Beta 0.73  
Highest Price:  
Lowest Price:  
14.39  
13.96  
May 08 2013 
April 22 2013 
As returns on market increase, S AND returns are expected to increase less than the market. However during bear market, the loss on holding S AND will be expected to be smaller as well.
S AND P QUALITY RANKINGS GLOB E Small BetaS AND P QUALITY RANK Beta Legend
XBQYX United States NASDAQ
S AND P QUALITY RANKINGS GLOB E
Benchmark S&P 500
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees17
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States SP 500   0.17 % Macroaxis: 0.17 Moved Up  
 
 thisGreen XBQYX XBQYX agains markets  0.14 % Macroaxis: 0.14 Moved Up  
 
 United States NYSE   0.11 % Macroaxis: 0.11 Moved Up  
 
 United States Russel   0.08 % Macroaxis: 0.08 Moved Up  
 
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S AND Leadership

Frank Fabozzi Independent Trustee
W Kester Independent Trustee, MBA
Robert Hubbard Independent Trustee, Ph.D
Brian Kindelan Chief Compliance Officer, Anti-Money Laundering Officer
Michael Castellano Independent Trustee
Jay Fife Treasurer
Richard Cavanagh Independent Chairman of the Board of Trustee
Neal Andrews CFO

S AND correlation with market

Poor diversification
Overlapping area represents amount of risk that can be diversified away by holding S AND P QUALITY RANKINGS GLOB and equity matching GSPC index in the same portfolio

S AND Performance

Price Growth (%)  
S AND   Market   
 

S AND 30-Days Risk-Return Take

If you would invest  1,408  in S AND P QUALITY RANKINGS GLOB E on April 22, 2013 and sell it today you would earn a total of  19.00  from holding S AND P QUALITY RANKINGS GLOB E or generate 1.35% return on investment over 30 days. S AND P QUALITY RANKINGS GLOB E is currently producing 0.11% returns and takes up 0.56% volatility of returns over 30 trading days. Put another way, 7% of traded equities are less volatile than the company and 94% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
 
Change Benchmark   Risk [Daily Volatility] (%)
Assuming 30 trading days horizon, S AND P QUALITY RANKINGS GLOB E is expected to generate 2.73 times less return on investment than the market. In addition to that, the company is 1.04 times more volatile than its market benchmark. It trades about 0.2 of its total potential returns per unit of risk. The S&P 500 is currently generating roughly 0.56 per unit of volatility.
Past Market
Over 30
Days
10
Out Of
100
 
Chance of
Less
Than
33 %
 
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S AND Research Report

S AND vs. PIMCO

Correlation analysis and fundamentals comparison between S AND P QUALITY RANK and PIMCO Total Return Instl

S AND vs Competition

S AND vs. PIMCO Total Return Instl
S AND vs. PIMCO Total Return B
S AND vs. PIMCO Total Return Admin
S AND vs. PIMCO Total Return C
S AND vs. PIMCO Total Return D
S AND vs. PIMCO Total Return R
S AND vs. PIMCO Total Return A
S AND vs. PIMCO Total Return P
S AND vs. Vanguard Total Stock Mkt Idx Adm
S AND vs. Vanguard Total Stock Mkt Idx Signal

S AND May 22 2013 Opportunity Range

Downside Deviation0.9438
Information Ratio(0.35)
Maximum Drawdown2.53
Value At Risk(0.63)
Potential Upside0.7087

 
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