Glossary entry (derived from question below)
English term or phrase:
downside performance
Polish translation:
wyniki w okresie słabego rynku
Added to glossary by
Frank Szmulowicz, Ph. D.
Aug 3, 2014 12:24
9 yrs ago
7 viewers *
English term
downside performance
English to Polish
Bus/Financial
Investment / Securities
At Maturity ("Settlement Date"), if the Certificate has not been autocalled on any previous Observation Date t, an investor will receive 100% of the original capital invested provided that the Underlying Performance is strictly above the Put Barrier on Final Valuation Date. If the Underlying Performance is at or below the Put Barrier on Final Valuation Date, the investor will receive 100% of the downside performance of the Underlying up to a total loss of the capital invested (Cash Settlement).
Proposed translations
(Polish)
3 | wyniki w okresie słabego rynku | Frank Szmulowicz, Ph. D. |
Change log
Aug 7, 2014 10:14: Frank Szmulowicz, Ph. D. Created KOG entry
Proposed translations
3 hrs
Selected
wyniki w okresie słabego rynku
Propozycja
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If a fund has a sizable up-market performance versus its index, it is likely to have subpar downside performance, and vice versa.
The term "upside/downside capture ratio" might sound wonky, but the concept is pretty straightforward. In short, the statistics show you whether a given fund has outperformed--gained more or lost less than--a broad market benchmark during periods of market strength and weakness, and if so, by how much.
http://investors.morningstar.com/news/cmsAcontent.html?t=VWI...
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If a fund has a sizable up-market performance versus its index, it is likely to have subpar downside performance, and vice versa.
The term "upside/downside capture ratio" might sound wonky, but the concept is pretty straightforward. In short, the statistics show you whether a given fund has outperformed--gained more or lost less than--a broad market benchmark during periods of market strength and weakness, and if so, by how much.
http://investors.morningstar.com/news/cmsAcontent.html?t=VWI...
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Comment: "Dziękuję :)"
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