202307
Monday
JUGEMテーマ:海外投資(オフショア投資)
202203
Monday
JUGEMテーマ:資産運用
202202
Tuesday
JUGEMテーマ:資産運用
202202
Monday
JUGEMテーマ:資産運用
202201
Saturday
インデックス | 年率リターン (10年) | 開始以来の 年率リターン | 開始日 | 年率標準偏差 (10年) | シャープレシオ (10年) | 下落局面のリターン | 配当利回り | ハイテクセクターの比重 | 米国の割合 | ||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020年 | 2018年 | 2015年 | 2011年 | 2008年 | |||||||||
MSCI World Index | 12.70% | 6.72% | 2000年12月29日 | 13.2% | 0.92 | 15.90% | -8.71% | -0.87% | -5.54% | -40.71% | 1.66% | 23.69% | 69.09% |
MSCI World Small Cap Index | 12.79% | 10.11% | 2000年12月29日 | 15.67% | 0.80 | 16.47% | -13.48% | 0.12% | -8.71% | -41.60% | 1.58% | 12.56% | 59.61% |
MSCI World Consumer Staples Index | 9.64% | 7.95% | 2000年12月29日 | 11.17% | 0.82 | 7.78% | -10.10% | -6.35% | -8.58% | -23.29% | 2.39% | 0% | 56.7% |
MSCI World Health Care Index | 15.09% | 11.64% | 1994年12月30日 | 12.55% | 1.13 | 14.10% | 3.04% | 7.09% | 10.17% | -21.05% | 1.59% | 0% | 71.82% |
MSCI World Information Technology Index | 22.04% | 8.77% | 2000年12月29日 | 15.80% | 1.30 | 43.78% | -2.60% | 4.76% | -2.49% | -43.87% | 0.73% | 100% | 87.07% |
MSCI World Growth Index | 16.06% | 10.73% | 1974年12月31日 | 13.51% | 1.12 | 34.18% | -6.42% | 3.50% | -5.14% | -40.90% | 0.65% | 38.04% | 68.59% |
MSCI World Value Index | 10.36% | 11.64% | 1974年12月31日 | 13.82% | 0.73 | -0.38% | -10.09% | -4.11% | -4.92% | -39.85% | 2.67% | 9.3% | 69.47% |
MSCI World Enhanced Value Index Index | 8.99% | 8.67% | 1974年11月28日 | 15.21% | 0.59 | -3.97% | -13.93% | -3.28% | -11.57% | -43.04% | 3.11% | 24.93% | 44.54% |
MSCI World Minimum Volatility Index | 11.05% | 8.98% | 1988年5月31日 | 9.92% | 1.04 | 3.26% | -1.42% | 5.82% | 8.04% | -29.23% | 1.87% | 18.14% | 64.83% |
MSCI World Momentum Index | 15.72% | 11.81% | 1994年6月30日 | 12.57% | 1.17 | 28.70% | -2.38% | 4.54% | 4.79% | -39.92% | 1.14% | 34.15% | 69.45% |
MSCI World Quality Index | 16.00% | 12.30% | 1994年6月30日 | 12.65% | 1.18 | 22.73% | -5.06% | 4.25% | 4.43% | -33.47% | 1.30% | 39.08% | 75.13% |
MSCI World Sector Neutral Quality Index | 13.42% | 7.88% | 1998年11月30日 | 12.81% | 0.99 | 14.98% | -7.20% | 2.63% | -0.64% | -37.91% | 1.68% | 23.78% | 69.03% |
MSCI World High Dividend Yield Index Index | 9.70% | 9.07% | 1995年6月30日 | 12.18% | 0.76 | 0.95% | -6.70% | -2.38% | 4.84% | -42.39% | 3.38% | 8.03% | 57.85% |
JUGEMテーマ:資産運用
202111
Saturday
National Bureau of Economic Research found companies buy S&P ratings to gain an advantage. |
JUGEMテーマ:資産運用
202111
Tuesday
FTSE Russell has made its debut foray - in a formal capacity - into crypto-asset markets with the unveiling of the FTSE Digital Asset Index Series. |
JUGEMテーマ:ビットコイン
202111
Tuesday
Bloomberg and GSAM have teamed up to launch the Bloomberg Goldman Sachs Global Clean Energy Index. |
JUGEMテーマ:資産運用
202110
Thursday
Euronext, in collaboration with Borsa Italiana, has launched a socially responsible alternative to the FTSE MIB, Italy’s foremost equity index. The MIB ESG Index screens a parent universe consisting of the 60 most liquid Italian companies to identify the 40 firms with the best environmental, social, and governance practices. Stéphane Boujnah, CEO and Chairman of Euronext, said: “The MIB ESG Index is a critical contribution to a growing demand for sustainable investment tools from both institutional and private investors, and from the market as a whole.” |
JUGEMテーマ:資産運用
202107
Saturday
Vanguard, BlackRock and Morgan Stanley have made major deals for direct indexers as investors demand more customization. |
JUGEMテーマ:資産運用