Benchmarking Math Retail Valuation 
Barry Ritholtz
FEBRUARY 6, 2024
Its index and its benchmark. And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. a year, way over both. Morningstar five star gold rated.
Barry Ritholtz
MARCH 20, 2024
As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. For example, you can see what’s the biggest drawdown, how long did it last, how long and how often did a strategy beat its benchmark, and by what magnitude. Explain why P/E isn’t the best way to measure valuation.
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Barry Ritholtz
AUGUST 29, 2023
Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. They create the benchmark. And 87% of our active fixed income funds have outperformed their benchmarks on a three year basis against their benchmarks.
Barry Ritholtz
FEBRUARY 13, 2023
And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper.
Barry Ritholtz
DECEMBER 12, 2023
He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. And I was a math nerd as a kid. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000.
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