Sentences with phrase «returns on relative basis»

Returns on relative basis are still generally better and that has led us to purchase some grocery - anchored centers for various portfolios.

Not exact matches

In a rising interest rate environment, the risk that investors have in owning all bond mutual funds and / or bond ETFs for their bond allocation is that both vehicles are managed on a relative return basis versus a benchmark index.

What we have really seen over the past several years, in terms of the appreciation of markets and the decline of interest rates based on what the Fed has been doing, is a result which has eliminated the possibility of investors in bonds and stocks to earn an adequate return relative to their expected liabilities.

The PRC sets ranges for the balanced asset mix and makes tactical adjustments based on bottom - up forecasted returns, relative valuations and an assessment of economic and market data.

Lipper rankings are based on total return without sales charge relative to all share classes of funds with similar objectives as determined by Lipper.

Gorman's long - term incentive awards will convert into shares in 2017, based on meeting targets related to return on equity and relative total shareholder return, according to the filing.

To measure the effectiveness of each predictor, they each quarter rank stocks into fifths (quintiles) based on the predictor and then calculate the difference in average gross excess (relative to the risk - free rate) returns of extreme quintiles.

In short, investments in churn reduction (retention) can yield a far better return on investment than generating new users on a relative basis.

Much more so than we have already seen not based on investment fundamentals, but strictly on the weight and magnitude of global capital searching out relative safety and return?

@Alexei Money or possessions given to a friend or relative on an individual basis, and not as payment or in return for payment, would be classified as a Gift in US Taxes, and called a gift in US English.

All capital budget items shall include justifications based on return on investment, leverage of other revenue sources, payback period, impact on credit rating, relative value in reducing operating or capital costs, or other such appropriate measures typically utilized to justify and prioritize such expenditures.

On a personal level, I've seen relatives teeth turn brown after using glycerin based toothpaste and return to normal once switching to a different brands.

To be sure, while focusing on factor and smart beta strategies has historically, over longer periods of time, earned higher risk - adjusted returns relative to the broader market, there have been stretches, even long ones, when factor - based approaches underperformed (think value during the 1990s), according to data accessible via Bloomberg.

In this way, you can figure out the annualized rate of return based on dying in any given year and then try to assess if the return looks good relative to what you think your life expectancy might be.

Many metrics in current use (e.g. Sharpe Ratio, tracking error, information ratio) compare a unit of return to a unit of portfolio volatility, measured either on an absolute basis or relative to a benchmark.

Based on their assessment of the strength of the company's moat, the Morningstar analysts forecast its return on invested capital relative to its cost of capital (the wider the moat, the bigger the spread between the return on capital and the cost of capital).

* 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 team ranks the stocks in this universe based on a series of growth factors, such as the change in consensus earnings estimates over time, the company's history of meeting earnings targets, earnings quality and improvements on return on equity, as well as a series of value criteria, such as price - to - earnings ratio and free cash flow relative to enterprise value.

But don't just make your decisions based on the recent year return; analyze past 3 to 10 years relative to the benchmark and check their consistency.

It bears mention that Sanjoy Basu's seminal paper on the value effect appeared in 1977 after an extraordinary five - year run in which the value effect both delivered exceptional returns, following the collapse of the Nifty Fifty, and saw an exceptional rise in relative valuation to levels, at least on the basis of P / B, never seen since.

The Black - Litterman model supports both absolute views (expected return for the given asset) and relative views (asset # 1 will outperform asset # 2 by X), and addresses many of the shortcomings of mean - variance optimization, which often results in concentrated portfolios based on past asset performance.

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.

Performance is based on monthly total excess returns relative to the MSCI World ex USA Index, which includes reinvested dividends but not interest, capital gains, taxes or transaction costs.

The expected value of a return is based on its volatility relative to the benchmark and the correlation to that index.

It is also an opportunity to enhance returns based on the relative value of the USD.

Lipper rankings are based on total return without sales charge relative to all share classes of funds with similar objectives as determined by Lipper.

The proportion of the Allocation Fund's portfolio invested in each asset class will vary from time to time based on the Manager's assessment of relative fundamental values of securities and other investments in the class, the attractiveness of the investment opportunities within each asset class, general market and economic conditions, and expected future returns of investments.

Although only Direct Loans may be repaid under Pay As You Earn, your (and, if you are married and file a joint federal tax return, your spouse's) eligible FFEL Program loans will also be taken into account when determining whether you qualify for Pay As You Earn based on the amount of your federal student loan debt relative to your income.

A return of 2 % per year would have beat the market during the 2000 - 2010 period, but we would not consider this «relative» return satisfactory on a standalone basis.

That's a return of -9.9 % for the index and means we're off 62.1 % on a relative basis, which is still very disappointing.

That's a return of -4.6 % for the index and means we're off 36.7 % on a relative basis.

In short, investments in churn reduction (retention) can yield a far better return on investment than generating new users on a relative basis.

The relative strength momentum model invests in the best performing assets in the model based on each asset's past return.

However, the PPC charges are calculated based on the value in that region so the return is relative to local market rates.