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!
These indices are available to fund managers, advisors, and investors for licensing and implementation through separately managed accounts and ETFs.
Nasdaq-Chaikin Stock Indices Success:
Large Cap Performance Difference
Small Cap Performance Difference
Dividends Performance Difference
Each index has significantly outperformed its benchmark since inception, valadating the long-term predictive value of the Chaikin Power Gauge rating.
Chaikin Indices vs. Nasdaq Benchmarks
Life-to-date performance 4/1/14 thru 12/27/16
|Large Cap||+20.77%||+26.52%||+575 basis points|
|Small Cap||+19.58%||+42.29||+2271 basis points|
|Dividends||+15.37%||+33.37%||+1800 basis points|
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
Excerpts from an April 03, 2014 article by Nasdaq.com News
Q. How did you get into the industry?
Q: Please describe Chaikin Analytics
Q: The Chaikin Power Gauge is at the heart of the NASDAQ Chaikin Power Indexes. Please explain the Power Gauge methodology and what makes it unique.
Q: What is most significant or noteworthy about each of the new indexes that you would like both asset managers and investors to know?
For licensing inquiries about NASDAQ Chaikin Power Indices for separately managed accounts or for registered products to be offered by ETF providers or mutual fund advisors, please call +301.978.8050 or email firstname.lastname@example.org.