MarketWatch  Oct 24  Comment 
U.S. stocks finished higher on Monday, with all three of the main benchmarks closing at two week highs, thanks in part to a spate of merger announcements. The Dow Jones Industrial Average finished 77.18 points, or 0.4%, higher at 18,222.89, after...
MarketWatch  Oct 19  Comment 
Brazil’s central bank cut its benchmark interest rate Wednesday, the first time in four years, as inflation slows and Latin America’s largest economy shows more signs it is starting to recover from a disastrous downturn.
MarketWatch  Oct 17  Comment 
U.S. stock benchmarks down roughly 0.3% in final 90 minutes of trading
Mondo Visione  Oct 11  Comment 
The European Securities and Markets Authority (ESMA) will hold an open hearing in the context of its Consultation on draft technical standards under the Benchmarks Regulation. The hearing will take place on Tuesday 8 November from...
The Economic Times  Oct 10  Comment 
In addition to this, the media firm is offering flexible work options for three months for returning mothers and a phased approach to get back to work.
Bulk Transporter  Oct 6  Comment 
THE TRUCK Renting & Leasing Association expressed concerns about stiffer that expected requirements in the latest greenhouse gas emissions rule issued by the Obama administration. At the same time, the association said it was pleased that the 2027...
Automotive World  Sep 29  Comment 
Toyota was the first company to offer the world PHV (Plug-in Hybrid Vehicle) technology. Today, with the launch of the second generation Prius Plug-in Hybrid, it is taking a further step towards its goal of reducing whole fleet CO2 emissions by...
Mondo Visione  Sep 29  Comment 
The European Securities and Markets Authority (ESMA) has today published a consultation paper regarding its draft regulatory and implementing technical standards (RTS/ITS) which will implement the Benchmarks Regulation (BR). ESMA is asking...
Automotive World  Sep 28  Comment 
The world premiere of the new Mercedes-AMG GT Roadster* was the highlight of the Mercedes-Benz Media Night on the eve of the “Mondial de l’Automobile 2016”. The open-top two-seater will be available in two versions from market launch in...
MarketWatch  Sep 27  Comment 
With just four third-quarter sessions remaining, the U.S. markets’ September backdrop remains volatile, but relatively technical. Broadly speaking, each major benchmark has staged a garden-variety pullback — fueled by lackluster volume and...



A benchmark is a proxy for a market, economy, class of equity, or sector, generally setting a standard against which the performance of a stock, bond, mutual fund, commodity, or other security is measured.

Benchmarks are also used to gauge the health of a market, sector, or entire economy.


  • The S&P 500 (.SPX-E) and Dow Jones Industrial Average (.DJIA) are often used as benchmarks for the United States economy in general. That is to say, their performance is used both to gauge the health of the economy and as a reference of comparison for the performance of a stock portfolio or mutual fund.


A real benchmark |ˈbɛntʃˌmɑrk| is an unmovable surveyor's mark cut concrete or stone, and used as a reference point in measuring altitudes. There is no such thing as a floating benchmark. [1]

From an investors view, cash is used as a benchmark to gauge the returns on there principal, and governments use cash as a benchmark to levy there taxes on.

Wall Street uses benchmarks that they make up themselves to justify their fees. [1] Generally, the earnings multiple for the market as a whole is a helpful benchmark. [2] Benchmarks are a smokescreen used by Wall Street to distract investors from gauging their investment returns against cash. Comparisons are fraught with peril, because a fund can look unjustifiably good or bad if it is compared with the wrong index. [3] Investors are concerned with absolute, not relative risk and return. Minimizing risk is about diversification. [4]

From "surveyor's point of reference," 1838, [2]


  1. Wall Street words: an A to Z guide to investment terms for today's investor By David Logan Scott ISBN-10: 0618176519 pg364,<ref> The fee increases or decreases proportionately with the investment performance for the fund compared to the index. <ref>Mutual Funds: An Introduction to the Core Concepts by Dr. Mark Mobius ISBN-10: 0470821434 Chapter 1</li> <li id="_note-1">[[#_ref-1|↑]] A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing By Burton Gordon Malkiel ISBN-10: 0393062457 pg122</li> <li id="_note-2">[[#_ref-2|↑]] Mark Hulbert, New York Times, January 8, 2006</li> <li id="_note-3">[[#_ref-3|↑]] Dean LeBaron's Treasury of Investment Wisdom: 30 Great Investing Minds by Dean LeBaron and Romesh Vaitilingam ISBN-10: 0471152943 pg118</li></ol></ref>

See Also

Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki