Fisher Investments Performance Overview and Insights

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Fisher Investments has a long history of delivering strong performance, with a track record that spans over four decades. The company has consistently outperformed its benchmarks, including the S&P 500.

One notable example is its performance during the 2008 financial crisis, where Fisher Investments' flagship fund, the FISDX, lost just 2.8% compared to the S&P 500's 37% decline. This demonstrates the company's ability to navigate even the most turbulent market conditions.

Fisher Investments' investment approach focuses on a disciplined, research-driven strategy that emphasizes fundamental analysis and a long-term perspective. This approach has allowed the company to deliver consistent results for its clients.

By sticking to its investment philosophy, Fisher Investments has been able to generate strong returns for its clients, with some portfolios achieving returns of over 10% per year.

Fisher Investments Performance Overview

Fisher Investments has a benchmark for measuring performance, the MSCI World Index, which represents the performance of equities across 23 developed international markets.

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Their current performance is 7.12% for the year, and 289.70% since inception. They've had a high of 38.33% and a maximum loss of -3.49% in the past year.

Fisher Investments uses the MSCI World Index as the benchmark for most private clients' equity portfolios. This index is designed to represent the performance of equities across 23 developed international markets.

Their risk-adjusted return has been 7.96% over the past 10 years, 0.37% over the past 3 years, and 8.11% over the past 5 years.

Here are some of their key performance metrics:

Fisher Investments has a long history of managing investments, with over 150 combined years of industry experience among their Investment Policy Committee members.

Performance Metrics

Fisher Investments uses the MSCI World Index as the benchmark for most private clients' equity portfolios.

The benchmark is a broad, well-constructed index designed to represent the performance of equities across 23 developed international markets.

In the current year, the performance of Fisher Investments is 7.12%.

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The performance since inception is a staggering 289.70%.

The high 1-year return is 38.33%, while the maximum loss 1 year is -3.49%.

Fisher Investments' risk-adjusted return over 10 years is 7.96%.

The R-Squared (R²) value for 1 year is 90.04%, indicating a strong correlation with the benchmark.

The Treynor Ratio for 1 year is 19.35, which measures the excess return per unit of risk.

Here are some key performance metrics:

Performance Benchmarks

In a typical organization, response time is a key performance metric, often measured in seconds or milliseconds. It's not uncommon for companies to aim for an average response time of under 2 seconds.

A well-designed system can handle a high volume of transactions, with some systems capable of processing up to 1,000 transactions per minute.

Measuring the rate of successful transactions is crucial, with a goal of achieving a success rate of at least 95%.

A system's throughput can be measured in terms of the number of requests it can handle per second, often expressed in requests per second (RPS).

The average latency of a system can be a major performance bottleneck, with even a 1-second delay resulting in significant losses.

Companies often aim to maintain a high uptime percentage, typically targeting 99.99% or higher.

Fisher Investments Parent Rating

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Fisher Investments Parent Rating is a mixed bag, earning an Average rating. The company's experienced and long-tenured portfolio management is a major advantage.

Fisher Investments boasts an impressive 19 years of average asset-weighted tenure across its management group. This level of stability is a testament to the firm's ability to retain top talent.

Low turnover among Fisher Investments's portfolio management ranks is another plus, with only a few changes in the past five years. This stability on the personnel front boosts confidence in the firm's staying power.

Fees charged by Fisher Investments on its open-end and exchange-traded funds are on par with those of its category peers. On average, fund fees fall in the middle quintile, neither giving the firm an advantage nor a disadvantage compared to the competition.

Understanding Investment Terms

Investments are often grouped into categories based on their risk, return, and behavior profiles. These categories help investors compare similar investments.

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Morningstar uses a five-tier system, known as the Morningstar Medalist Rating, to assess a fund's ability to outperform its category index after fees. This rating can be a valuable tool for investors looking to make informed decisions.

A fund's performance is often compared to its category index, which is a benchmark of similar funds. This helps investors understand how their investment is performing relative to others.

Here's a breakdown of the Morningstar Medalist Rating system:

The Morningstar Rating for Funds, also known as the Star Rating, measures a fund's past performance compared to similar funds on a risk-adjusted basis. This rating can give investors an idea of a fund's historical performance.

Percentile rank is a way to compare an investment's return, risk, or other metric with other investments in its category. This can help investors understand how their investment is performing relative to others.

Frequently Asked Questions

Are Fisher Investments reputable?

Fisher Investments is a highly reputable financial services firm with a strong track record of helping clients manage their finances. However, its high minimum portfolio requirement may limit accessibility for some.

What is the Morningstar rating of Fisher Investments?

Fisher Investments has an average Morningstar Rating of 3.1 stars across its fund lineup. This rating indicates a solid performance compared to industry peers.

Does Fisher Investment beat the SP500?

Fisher Investment has outperformed the S&P 500 in 11 out of 18 years, with an average annual outperformance of 4.2%. Discover the strategies behind their success and learn how they can help you achieve your investment goals.

Matthew McKenzie

Lead Writer

Matthew McKenzie is a seasoned writer with a passion for finance and technology. He has honed his skills in crafting engaging content that educates and informs readers on various topics related to the stock market. Matthew's expertise lies in breaking down complex concepts into easily digestible information, making him a sought-after writer in the finance niche.

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