Index Benchmarks

A stock index or stock market index is a method of measuring the value of a section of the stock market. It is computed from the prices of selected stocks (typically a weighted average). It is a tool used by investors and financial managers to describe the market, and to compare the return on specific investments.

An index is a mathematical construct, so it may not be invested in directly. But many mutual funds and exchange-traded funds attempt to "track" an index (see index fund), and those funds that do not may be judged against those that do.

OTOS index benchmark reports measure the recent and historical performance metrics for the weighted population of companies in the index for which there is an OTOS record.

These reports are valuable tools for you to measure your portfolio attributes compared to the relevant benchmark

These are OTOS brand reports and may not correspond exactly to the index structure behind your traded ETF. Non U.S. companies and companies with short histories will be excluded.

It has also been possible to make additional money by selecting improving companies within the benchmark and avoiding lagging companies.

Our enhanced portfolio strategy empowers you make stock selection choices within the index population and generates trade recommendations to support your management of your strategy over time.

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Current Index Benchmarks are:

OTOS Total Market ddow
OTOS Socially Responsible vlul

OTOS Small Cap Value owned vvsu
OTOS Mid Cap Growth grom
OTOS Consumer Growth-Small Companies scgs
OTOS Consumer Staples-Small Companies scss
OTOS Consumer Cyclicals-Small Companies sccs
OTOS Basic Industry-Small Companies sbis
OTOS Energy-Small Companies sens
OTOS Technology-Small Companies stks