Sentences with phrase «on a total return basis for»

On a total return basis for the month, 10 of 11 sectors lost, which has only happened in 12 of 342 months or 3.5 % of the time (all 11 lost together in 13 months for a Read more -LSB-...]

On a total return basis for the month, 10 of 11 sectors lost, which has only happened in 12 of 342 months or 3.5 % of the time (all 11 lost together in 13 months for a total of 25 or 7.3 % of months where 10 or 11 lost together.)

However, the indicator has been correct 37 of the last 47 years, or 78.7 % of the time, on a total return basis for the S&P 500.

One popular definition of cheap (i.e., value) has now underperformed growth on a total return basis for six of the last nine years.

Not exact matches

Based on historical returns, if you start investing $ 100 per month today for the next 40 years (a total of $ 48,000 in out - of - pocket investment), you are estimated to have roughly over $ 600,000 in your portfolio.

As of April 30, 2014, the Highland Long / Short Healthcare Fund Class A, A-LW, C and Z absolute rankings were 2, 2, 4 and 1, respectively, based on Total Return for the 1 - year period among 246 funds in the Morningstar Long / Short Equity Category.

These are the risk premiums over 10, 20 and 30 year time frames based on the annual returns for the total U.S. stock market (represented by the CRSP Total Market Index) and 20 Year Treasuries going back to total U.S. stock market (represented by the CRSP Total Market Index) and 20 Year Treasuries going back to Total Market Index) and 20 Year Treasuries going back to 1926:

For one ranking we used a regression based on total shareholder return (TSR) conducted by HIP Investor.

For fiscal 2009, the Committee established broad performance metrics applicable to all of the Named Executive Officers for this purpose based upon diluted earnings per share, pre-tax return on invested capital and total revenFor fiscal 2009, the Committee established broad performance metrics applicable to all of the Named Executive Officers for this purpose based upon diluted earnings per share, pre-tax return on invested capital and total revenfor this purpose based upon diluted earnings per share, pre-tax return on invested capital and total revenue.

Vanguard Real Estate (VNQ) has shed 6.0 % for the year (252 trading days) through last week's close on a total - return basis.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

On the basis of nominal total returns (including dividends), we estimate zero or negative returns for the S&P 500 on every horizon shorter than about 8 yearOn the basis of nominal total returns (including dividends), we estimate zero or negative returns for the S&P 500 on every horizon shorter than about 8 yearon every horizon shorter than about 8 years.

While this only goes back to 1999, it would still be insightful to compare these two indexes on a year by year and aggregate basis for total return and volatility to get a true sense of the difference that treasury bond duration makes.

Presently, the likely range of S&P 500 annual total returns for the coming decade is in the 2 - 3 % range based on average and median scenarios, with outside possibilities as low as -3 % in the very bearish case and still less than 8 % in the very bullish case.

For now, the Strategic Total Return Fund continues to carry a limited duration of about 2 years (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 2 % on the basis of bond price fluctuations), mostly in Treasury Inflation Protected Securities.

The title for the post is based on the total return for the portfolios over the last 5 years.

Based on a historically conservative 7 % annualized rate of return, a $ 5,500 IRA contribution every year for 30 years ($ 165,000 total) could grow into a nearly $ 520,000 nest egg.

These numbers further enhance the case for higher - yielding stocks over lower - yielding stocks based on total return.

In contrast, I've often quoted the Shiller P / E (which essentially uses a 10 - year average of inflation - adjusted earnings) as a simple but historically informative alternative, but I should emphasize that we strongly prefer our standard methodologies based on earnings, forward earnings, dividends and other fundamentals, all which have a fairly tight relationship with subsequent 7 - 10 year total returns (see Lessons from a Lost Decade, The Likely Range of Market Returns in the Coming Decade, Valuing the S&P 500 Using Forward Operating Earnings, and No Margin of Safety, No Room for returns (see Lessons from a Lost Decade, The Likely Range of Market Returns in the Coming Decade, Valuing the S&P 500 Using Forward Operating Earnings, and No Margin of Safety, No Room for Returns in the Coming Decade, Valuing the S&P 500 Using Forward Operating Earnings, and No Margin of Safety, No Room for Error).

The S&P SmallCap 600 index posted a total return of 1.03 % for the month while the S&P 500 was up 0.38 % on a total - return basis.

After investigating and writing about ETFs for years, I've found a few of my favorite funds, funds that I believe will best the benchmark (the S&P 500 (SPY)-RRB- on a total returns basis, and potentially on a risk - adjusted basis, too.

However, annualized risk, as measured by standard deviation calculated based on monthly total return for the same period stood at 15.25 %.

You will earn an additional 20 % mobile wallet transaction bonus cash reward above the base earn of 1.5 % on net purchases (purchases minus returns / credits) only, for a total of 1.8 % cash rewards during the first 12 months from the date the account is opened.

Morningstar rates separate accounts based on total returns that have not been adjusted for investment management fees.

The below chart shows the returns on an annual basis for the S&P 500, Treasury Inflation Protected Securities (TIPS), 10 - Yr Treasuries, Total Corporate Bonds, and Total Commodities.

* The Morningstar percentile ranking is based on the fund's total return relative to all funds that have the same category for the same time period.

The Lipper ratings are subject to change every month and are based on an equal - weight average of percentile ranks for the Total Return, Consistent Return and Expense metrics over three -, five -, 10 - year and overall periods.

The TAVF approach is the same as that followed by private companies not seeking access to public markets for equities; businessmen seeking favorable tax attributes so that they can create wealth on a tax - sheltered basis; most creditors; and all investors who seek in the management of their own portfolios to maximize total return, rather than just invest for interest income and dividend income.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

All returns for long positions are based on total return including dividends and capital gains distributions.

The model first calculates the relative performance of the assets for each timing period based on total return, and then weights either the rankings or the asset performance based on user supplied weights for the timing periods.

For the timeframe beginning in 2002, overvaluation headwinds caused Johnson & Johnson to underperform the S&P 500 on a total return basis, but only ever so slightly.

Implications for Required Return Rates Investors must calculate their total required rate of return (RRR) on a nominal basis, taking into account the effect of inflReturn Rates Investors must calculate their total required rate of return (RRR) on a nominal basis, taking into account the effect of inflreturn (RRR) on a nominal basis, taking into account the effect of inflation.

Based on the experience of Pimco's ETF version of its Total Return Fund, investors are hungry for active ETFs.

The 25 % more in bonus rewards consists of 1 Reward Point for each dollar of Net Purchases (purchases minus credits and returns) plus an additional 25 % (0.25) in points awarded based upon the total points earned on Net Purchases within a billing cycle (total 1.25 points)

(Note: For the reader's information and convenience, follow this link to a FAST Graphs ™ portfolio review of the complete list of the S&P 500 constituents and key fundamental metrics presented in order of highest total estimated return to lowest based on current valuation and estimates of future growth.

Based on returns for the asset class (not the funds), a Couch Potato that used the total bond market index would have earned at a compound annual rate of 9.27 percent over the last 30 years while one that used inflation - protected bonds would have earned at a compound rate of 9.24 percent.

The Allocation Fund's Ending Account Value on the first line in the table is based on its actual total return of (8.30) % for the period of December 31, 2010 (the day the Income Fund commenced operations) to May 31, 2011.

The Fairholme Fund's Ending Account Value on the first line in the table is based on its actual total return of 1.86 % for the six - month period of December 1, 2010 to May 31, 2011.

2 Morningstar uses total returns based on net asset values, instead of market prices, for the ETF rating.

Select a laddered or actively managed portfolio based on your preferences for income generation and / or total return

Either way, 78.7 % on a total return basis or 74.5 % for stock alone, it is a much better track record than most stock pickers.

Comparing this hybrid bond / equity product to the S&P 500, the performance outshines the equity index which returned 2.35 % for May and 4.97 % year - to - date on a total rate of return basis.

Although ProShares Russell 2000 Dividend Growers (SMDV) is too new for anyone to say that it presents a better small - cap dividend approach, its one - year total return based on NAV is 13.25 % vs. 2.76 % for DES.

The exposure of Hussman Strategic Total Return Fund to each asset class within the Fund's investment universe is generally aligned with the Advisor's estimate of the expected return / risk profile for that asset class, classified based on prevailing market condiReturn Fund to each asset class within the Fund's investment universe is generally aligned with the Advisor's estimate of the expected return / risk profile for that asset class, classified based on prevailing market condireturn / risk profile for that asset class, classified based on prevailing market conditions.

On performance, the NAV - based 10 YR total returns for ASP and SLA (shown in the June 30 annual report) were both strong compared to their benchmark.

What I said one year ago would be a good summary for this year, though Buffett was more upbeat about outcomes this year, with BRK's book value advancing while the S&P 500 fell on a total return basis.

However, if you are looking for the fund that enhances the risk - adjusted return of portfolio, there isn't enough information to say at this point; it is meaningless to compare a fund with market exposure with a market neutral fund on a total return basis.

Rates of return are time weighted, calculated on a total return basis, and annualized for all periods greater than one year.

Based on my spending patterns, I calculate that the three cash back credit card combination above should yield a minimum return of about 2.8 % of total annual spend with very little personal time investment other than knowing the right bonus categories for each of the three cards.