Sentences with phrase «ytd return»

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Emerging Markets Funds.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Small - Cap Equity Funds.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all China Equity Funds.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Europe Equity Funds.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Small Cap Growth Equity Funds.

For the S&P / LSTA U.S. Leveraged Loan 100 Index, the YTD return of 1.67 % is the index's highest level this year.

As of February 28, 2015, the YTD return stands at 1.70 %.

U.S. TIPS, as measured by the S&P U.S. TIPS Index, fell by 0.95 % for May, as the YTD return closed out the month at 0.97 %.

On October 20 I posted that my YTD return was 11.5 %.

As of the close yesterday, Jan. 21, 2015, sugar's weight had increased to 2.2 % (18.7 % growth) with a YTD return of 9.64 %.

Though still representing more than half of the YTD return of high - yield bonds (2.46 % versus 4.12 %), the steady return and lower volatility of leveraged loans are a plus to the sector.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Water Equity Funds.

At the end of May 2015, the S&P U.S. Issued High Yield Corporate Bond Index had a YTD return as high as 4.08 %, but it has returned 1.18 % YTD.

The index has returned -1.01 % MTD, bringing its YTD return to 2.03 % as of March 13, 2015.

This is demonstrated in the S&P Municipal Bond 20 - Year High Grade Index which has a YTD return of 14.29 % due to low rates & short supply.

We own only municipal bonds (purchased in 10/2008, average yield 4.84 %, tax and AMT free, in our taxable accounts), a municipal bond fund (YTD return = 24.12 %), FDIC insured CDs (purchased in 10/2008, yielding as much as 5.5 %, in our IRAs), and a fund holding mortgage securities backed by the US government, also in IRAs (YTD return = 19.36 %).

If the company can continue to clock up even a fraction of its YTD return on equity, it more than deserves to trade on at least 2/3 times book — which would still offer a cheap ground - floor entry price to a sector that trades at much higher multiples on average — hence my 13.7 p & 23.6 p price targets (vs. 6.875 p per share today).

But I do know that as of end - Aug (Sep figures won't be available for a few weeks yet), the Barclay Hedge Fund Index was only showing a YTD return of +4.2 %.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Financials Equity Funds.

The index has returned 0.71 % YTD, inching closer to the 1 % return it had at the beginning of the month, but it was nowhere near January 2015's 5.26 % YTD return.

The highest - returning sector in Q1 2015, the S&P Municipal Bond Tobacco Index (3.66 % Q1 2015), joined dedicated tax municipals on this quarter's loser list after falling 1.11 % in Q2 2015, shaving the YTD return to 2.50 %.

The S&P Canada B High Yield Corporate Bond Index, which measures single B bonds, had a total return as high as 5.84 % YTD at the beginning of July, but as of Sept. 14, 2015, it has returned 3.29 % YTD after bouncing back from a 1.71 % YTD return on Aug. 25, 2015.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Retirement Income Funds.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Bear Market Strategy Funds.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all India Funds.

The YTD return of the index has been in negative territory since June 3, 2015, and the index had returned -0.54 % YTD as of July 2, 2015.

Each of the months are credited 1 / 12th of whatever the YTD return is on the index.

On the other hand, its total return added 0.56 % in June, bringing its YTD return to 2.87 %.

The S&P Italy Sovereign Bond Index ytd return performance is 4.27 % and the S&P Portugal Sovereign Bond Index ytd performance is at 3.48 %.

One of the strongest performers described in the article is the Thornburg Developing World Fund (THDAX, class A shares) with a YTD return of approx. 14 %.

Finally there was a Strong month for managed futures in June which puts the YTD return positive for the majority of CTAs.

The S&P U.K. Investment Grade Corporate Bond Index had a YTD return of 10.75 % as of Dec. 21, 2016, while the S&P U.K. Gilt Bond Index gained Read more -LSB-...]

If a mutual fund's published YTD return is 3 %, and it has an up - front sales charge of 5 % and a 12b1 fee of 2 %, are these fees included in the YTD return, or would the «real» return be 3 % -5 % -2 % = -4 %?

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Muni National Bond Funds.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all U.S. Funds.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Bank Loan Bond Funds.

By looking at the asset allocation of the portfolio, it doesn't really surprise me why it outperformed the S&P by 18 %: 40 % of the portfolio's assets are invested in Treasury securities, the highest among 8 Lazy Portfolios, with three funds: VFITX (YTD return 11.34 %), VFISX (YTD return 6.27 %) and VIPSX (YTD return -4.14 %).

The S&P / BGCantor Current 10 Year U.S. Treasury yields have remained relatively flat, 2.66 YTM with a YTD return of 4.94 %.

By focusing on the oldest share classes and screening out sector funds and volatility / beta - themed funds, we find the S&P 500 outperformed 68 % of the 321 active large core funds with a YTD return of 14.32 % through 9/30/2017 (Figure 1).

Calculating an actual YTD return on your portfolio should be trivial compared to all the other work they have done.

Comparing VFINX to VUSA is, frankly, no comparison (21 % to 9 % YTD returns respectively).

Like bonds, the prospect of the Fed tapering and causing rising interest rates has helped bring the 2013 YTD returns for the S&P U.S. Preferred Stock Index to -1 %.

You'll notice that many of the YTD returns are different when adjusted for local currency appreciation or depreciation and the relative devaluation of various emerging market currencies is another theme that has come to the fore in 2014.

UK bond markets managed to perform well, with significant YTD returns during a year filled with public vote surprises, as well as both rate decreases and hikes globally.

I'll publish the YTD returns in my next update (end of Sept).

US stocks have YTD returns of 22.8 percent * and * on top of it, the US dollar has strengthened by 6 percent.

The YTD returns have not been annualized.

Like bonds, the prospect of the Fed tapering and causing rising interest rates has helped bring the 2013 YTD returns for the S&P U.S. Preferred Stock Index to -1 %.

For Argo's other funds, I've come across conflicting reports of YTD returns — I prefer to be conservative, so I'm fairly confident we'll see the following returns (as of end - June 2013), at a minimum:

For the month, the return of the index was -0.62 %, while YTD it returned 1.61 %.