Index Performance Rate definition

Index Performance Rate means, for any Segment, the percentage change in the value of the related Index from the Segment Start Date to the Segment Maturity Date. This calculation, called the point-to-point method, compares the change in the Index between two discrete points in time, namely the Segment Start Date and the Segment Maturity Date. The Index Performance Rate may be positive or negative.

Examples of Index Performance Rate in a sentence

  • The Segment Index-Linked Rate of Return is equal to the Segment Index Performance Rate multiplied by the Guaranteed Participation Rate, but not to exceed the Growth Cap Rate, as defined below.

  • Thus, if the Segment Index Performance Rate is between 0% and the Segment Loss Absorption Threshold Rate, the Segment Index-Linked Rate of Return will be 0% and the Segment Indexed-Linked Return will be zero, resulting in no corresponding reduction in your Policy Account.

  • If the Segment Index Performance Rate is less than the Segment Loss Absorption Threshold Rate, the Segment Index-Linked Rate of Return will be equal to the Segment Index Performance Rate minus the Segment Loss Absorption Threshold Rate and the Segment Index-Linked Return will be negative, resulting in a corresponding reduction in your Policy Account.

  • The Company's total capital ratios under the risk-weighted guidelines at December 31, 1997 and 1996 were 17.38% and 17.88%, respectively, which included Tier I capital ratios of 16.12% and 16.62%, respectively.

  • This means that the return reflected in your Segment Maturity Value for a Choice Segment will be less than the Performance Cap Rate even if the Index Performance Rate is equal to or greater than the Performance Cap Rate.

  • For all Choice Segments, the Choice cost will reduce the Segment Maturity Value when the Index Performance Rate is positive.

  • This means that even if the Index Performance Rate multiplied by the Enhanced Upside Rate is greater than the Performance Cap Rate, the Segment Rate of Return will equal the Performance Cap Rate.

  • If the Index Performance Rate is (i) positive but less than the Choice cost, (ii) zero, or (iii) negative but less than or equal to the Segment Buffer, your Segment Maturity Value will be equal to your initial investment.

  • In effect, after the Index Performance Rate is determined, it will always be reduced by the Choice cost.

  • Any percentage decline in the Segment’s Index Performance Rate multiplied by the Participation Rate that is in excess of the Segment Buffer reduces your Segment Maturity Value.

Related to Index Performance Rate

  • Final Index Level : means the Closing Level of the FTSE 100 Index on the Investment End Date.

  • 5-year Mid-Swap Rate means, in relation to a Reset Interest Period and the Reset Rate of Interest Determination Date in relation to such Reset Interest Period:

  • Adjusted EURIBO Rate means, with respect to any EURIBOR Borrowing for any Interest Period, an interest rate per annum equal to the sum of (a) the EURIBO Rate for such Interest Period and (b) the Mandatory Costs Rate.

  • Weighted Average Advance Rate means, as of any date of determination with respect to all Eligible Collateral Obligations included in the Adjusted Aggregate Eligible Collateral Obligation Balance, the number obtained by (i) summing the products obtained by multiplying (a) the Advance Rate of each such Eligible Collateral Obligation by (b) such Eligible Collateral Obligation’s contribution to the Adjusted Aggregate Eligible Collateral Obligation Balance and (ii) dividing such sum by the Adjusted Aggregate Eligible Collateral Obligation Balance.