Nasdaq-Chaikin Stock Indices
In April 2014, Chaikin collaborated with Nasdaq to overlay the Chaikin Power Gauge stock rating on three popular Nasdaq stock indexes: Large Cap, Small Cap, and Dividend Achievers.
Since inception all three indices, which are rebalanced annually, have significantly outperformed their benchmarks, validating the Chaikin Power Gauge model. The indexes continue to outperform their benchmarks today!
Chaikin Analytics is excited to collaborate with Nasdaq and IndexIQ to bring the Chaikin Power Gauge stock rating approach to the ETF marketplace for the first time. For more information, please visit IndexIQ at www.IQetfs.com or call 888-474-7725.
Performance vs. Nasdaq Benchmarks
Life-to-date performance 4/1/14 thru 12/31/18
All 3 Chaikin indexes have outperformed their Nasdaq benchmarks since inception
|Nasdaq Benchmark||Nasdaq/Chaikin Index||Excess Return|
|Large Cap||147.44%||142.40%||-504 bps|
|Small Cap||124.22%||130.16%||+594 bps|
The Nasdaq-Chaikin indexes:
- Filter the NASDAQ US 300 Index, NASDAQ US 1500 Index and NASDAQ US Broad Dividend Achievers Index to their most promising constituents
- Are rules-based, quantitatively enabled indices designed, and proven, to outperform their respective benchmarks
- Are based on the Chaikin Power Gauge, a multi-factor quantitative model developed by long-time stock analyst Marc Chaikin
Q&A with Marc Chaikin:
A Wall Street Pioneer in Equity Analytics
A: I have always had a passion for evaluating stocks. I started out as a stockbroker and ended up spending over forty years on Wall Street as a trader, stock broker, technical and quantitative analyst.
A: Chaikin Analytics helps people who manage money make money. We distill a massive amount of data into actionable ideas based on an alpha generating quantitative model which helps investors make better investment decisions.
A: The NASDAQ Chaikin Power Indexes are equal weighted and represent the most promising constituents culled from the parent NASDAQ indexes. Because the Chaikin Power Gauge identifies the most promising constituents within the NASDAQ indexes, the expectation is that these new indexes will deliver enhanced performance.