Sentences with phrase «hypothetical growth of»

The Hypothetical Growth of $ 10,000 chart reflects a hypothetical $ 10,000 investment and assumes reinvestment of dividends and capital gains.

An Opportunistic Investment Approach Has Historically Been Profitable Hypothetical Growth of $ 10,000 Invested in S&P 500 Index (12/31/77 -12 / 31/17)

Determine the hypothetical growth of an IRA when distributions are stretched beyond the IRA owner's death.

Also, does the graph depicted below for the hypothetical growth of $ 10,000 represent the value with dividend reinvestment, or just the growth of the shares themselves and not «investment income» (dividend, Return of capital)

The graph below compares the hypothetical growth of a simulated $ 50,000 account since inception of The Wagner Daily newsletter in 2002.

The Hypothetical Growth of $ 100 chart reflects a hypothetical $ 100 investment and assumes reinvestment of dividends and capital gains.

Not exact matches

Compare the growth of a hypothetical $ 10,000 investment in our VLUE ETF to an average of comparable actively managed value funds †.

Compare the growth of a hypothetical $ 10,000 investment in our MTUM ETF to an average of comparable actively managed growth funds †.

Given the above assumptions for retirement age, planning age, wage growth and income replacement targets, the results were successful in 9 out of 10 hypothetical market conditions where the average equity allocation over the investment horizon was more than 50 % for the hypothetical portfolio.

Poloz's main argument for leaving interest rates low is that the obvious damage from an extended period of weak economic growth outweighs the hypothetical risk of a housing bust.

As the chart below shows, a hypothetical balanced index portfolio that hasn't been rebalanced to policy weights since the bottom of the Great Financial Crisis on March 9, 2009 would look more like a growth portfolio today, exposing the investor to more risk than initially agreed upon.

Under those specifications, the hypothetical human brain grew as big as ancient humans» brains are thought to have grown, and the slow growth rate matched that of modern human brains.

Let's examine the meaning of the hypothetical student growth percentiles of four elementary students who all achieved scaled scores of 313 on the 2010 grade - 3 reading test.

These numbers are easier to comprehend if you calculate the growth of a hypothetical $ 100 initial investment in 1970.

This hypothetical example assumes the following: a starting annual gross salary of $ 60,000 with a salary increase of 4 % (2.5 % inflation + 1.5 % real salary growth rate) each year; pre-tax contributions of 15 % of salary annually (that 15 % includes any contribution you may get from your employer) at the end of the year for 42 and 32 years, respectively; and an annual rate of return of 5.5 %.

The accompanying hypothetical example shows the growth potential of a tax deferred investment vehicle.

The accompanying hypothetical example compares taxable vs. tax - deferred growth of $ 100,000, assuming an 8 % annual rate of return and a 32 % federal tax rate over a 20 - year period.

One of the best ways to illustrate the power of compound growth is through a simple hypothetical illustration.

And then, they draw up a hypothetical scenario outlining what would have happened if you followed the Edward Jones instruction to buy «The Growth Fund of America» in 2001 and held through 2011.

The results presented are hypothetical illustrations and may not reflect the actual growth, if any, of your investment in a particular 529 plan.

2 The chart shows the growth in value of a hypothetical $ 10,000 investment since inception, 04/29/2005, and does not reflect the deduction of taxes a shareholder would pay on fund distributions or the redemption of fund shares.

Given the above assumptions for retirement age, planning age, wage growth, and income replacement targets, the results were successful in 9 out of 10 hypothetical market conditions where the average equity allocation over the investment horizon was more than 50 % for the hypothetical portfolio.

Each month, the AAII.com Web site provides a listing of the companies passing the Buffettology Sustainable Growth and EPS Growth screens and tracks the performance of these stocks in hypothetical portfolios.

Consider the graph below, which illustrates the growth of $ 1,000,000 over 30 years assuming an annual return rate of 5 % across three hypothetical funds, each with a slightly different expense ratio:

The returns above [1] reflect the trailing five - year annualized return of a hypothetical portfolio (the value vs. growth portfolio) that goes up when value stocks are outperforming growth stocks and down when growth is outperforming value.

Growth of a hypothetical $ 100 in stocks in the United States, divided into: Dividend Growers (dividends per share increased); Dividend Non-Changers (no change in dividend per share); Dividend Non-Payers (no dividends paid); Dividend Cutters (dividend per share decreased).

Given the above assumptions for retirement age, planning age, wage growth, and income replacement targets, the results were successful in nine out of 10 hypothetical market conditions where the average equity allocation over the investment horizon was more than 50 % for the hypothetical portfolio.

Since it is impossible to know which elements, if any, of these models are correct, we used an average of all 13 scenarios to approximate growth rates for the various energy types as a means to estimate trends to 2040 indicative of hypothetical 2oC pathways.

She allocates the proceeds among several different subaccounts within the contract and purchases an enhanced living benefit rider that guarantees a hypothetical growth rate of 6 % per year.

The typical death benefit rider today promises the beneficiary the greatest of either the current contract value, its highest value on the date of the contract anniversary or a value based on a guaranteed hypothetical rate of growth.

The living benefit riders will pay out a guaranteed stream of income that is based upon a hypothetical guaranteed rate of growth from the subaccounts.