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  2. SPDR S&P 500 ETF Trust - Wikipedia

    en.wikipedia.org/wiki/SPDR_S&P_500_ETF_Trust

    Returns of SPY by fiscal year per SEC EDGAR filings. Effective September 30, 1997, the end of the trust's fiscal year changed from December 31 to September 30. The 5-Year and 10-Year Average (Avg) Annual Return results are in the table below include reinvestment of distributions (typically dividends) from the trust.

  3. List of American exchange-traded funds - Wikipedia

    en.wikipedia.org/wiki/List_of_American_exchange...

    Note that obtaining 2x the daily returns for one year does not imply that one will receive double the annual returns of an index). [ citation needed ] On August 18, 2009 the U.S. Securities and Exchange Commission issued a warning to investors that leveraged exchange-traded funds could lead to big losses even if the market index or benchmark ...

  4. Morningstar Rating for Funds - Wikipedia

    en.wikipedia.org/wiki/Morningstar_Rating_for_Funds

    The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar. The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars ...

  5. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/Morningstar,_Inc.

    The name Morningstar is taken from the last sentence in Walden, a book by Henry David Thoreau; "the sun is but a morning star". [8] [9] In July 1999, Morningstar accepted an investment of US$91 million from SoftBank in return for a 20 percent stake in the company. The two companies had formed a joint venture in Japan the previous year.

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  7. Morningstar DBRS - Wikipedia

    en.wikipedia.org/wiki/Morningstar_DBRS

    Morningstar DBRS is the fourth-largest credit rating agency by global market share, with between 2% and 3% of global market share. [3] The company is one of only four CRAs, including Standard & Poor's , Moody's Investors Service , and Fitch Ratings , to be recognized as an external credit assessment institution by the European Central Bank (ECB ...

  8. S&P Leveraged Loan Index - Wikipedia

    en.wikipedia.org/wiki/S&P_Leveraged_Loan_Index

    The return for each index is the composite of each component facility’s return times the market value outstanding from the prior time period. In the ELLI, which consists of facilities denominated in euros , sterling and U.S. dollars , for the purpose of weighting, non-euro facilities are converted to euros at the current exchange rate.

  9. How to use your year-end credit card summary to audit your ...

    www.aol.com/finance/end-credit-card-summary...

    Key takeaways. Your year-end credit card summary has a lot of useful information about your spending habits and debt accumulation from the past year.