Sentences with phrase «adjusted historical highs»

Having suffered significant downturns in both 2000 and 2008, the NASDAQ - 100 index is significantly below both its nominal and inflation - adjusted historical highs.

Not exact matches

Performance for class B, C, M, R, and Y shares prior to their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and, except for class Y shares, the higher operating expenses for such shares (with the exception of Putnam Tax - Free High Yield Fund and Putnam AMT - Free Municipal Fund, which are based on the historical performance of class B shares).

POP Performance shown for the periods prior to the inception of Class A shares on July 7, 2014 reflects the historical performance of the fund's Class N shares adjusted to reflect the higher expenses of Class A shares, estimated for their first year of operations, including applicable 12b - 1 fees and the maximum sales load of Class A (5.25 % for Equity Funds and 3.75 % for Fixed Income Funds).

Performance for Class R5 / R6 shares before their inception are derived from the historical performance of class Y shares, which have not been adjusted for the lower expenses; had they, returns would have been higher.

Performance for class R5 / R6 shares before their inception are derived from the historical performance of class Y shares, which have not been adjusted for the lower expenses; had they, returns would have been higher.

NAV Performance shown for the periods prior to the inception of Class A shares on July 7, 2014 reflects the historical performance of the fund's Class N shares adjusted to reflect the higher expenses of Class A shares, estimated for their first year of operations, including applicable 12b - 1 fees.

The higher the historical risk - adjusted return, the higher the ranking.

A higher number indicates better historical risk - adjusted performance.

Performance for class Y shares before their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and higher operating expenses for such shares.

Performance for class B, C, M, R, T1, and Y shares prior to their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and, except for class Y and T1 shares, the higher operating expenses for such shares (with the exception of Putnam Tax - Free High Yield Fund and Putnam AMT - Free Municipal Fund, which are based on the historical performance of class B shares).

Performance for class R shares before their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and higher operating expenses for such shares.

For Putnam Tax - Free High Yield Fund and Putnam AMT - Free Municipal Fund, performance for class M shares prior to their inception is derived from the historical performance of class B shares (inception 9/8/85), adjusted for the applicable sales charge.

Performance for class B shares before their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and higher operating expenses for such shares.

Though the 156,000 jobs added in August's labor market report fell short of the figure predicted in consensus forecasts, any disappointment was muted by the historical tendency of data in August to be adjusted at a later date, with the initial level of hiring revised higher in five of the last six years.

They may account on some Trump supporters hiding their vote intention because of peer pressure / embarrassment using historical data, but if peer pressure is higher in this election than in previous elections it is difficult to tune up that effect correctly (how can you measure peer pressure to adjust your model before the election day?).

The above historical performance figures from Morningstar indicate that the fund had a higher volatility (expressed as a standard deviation of returns) and underperformed the S&P 500 ® index, its best - fit benchmark, on a risk - adjusted basis (Sharpe Ratio) in both the three - and five - year trailing periods.

If the interest rates on your other debt - car or student loan or mortgage - is higher than what you could earn by saving or investing (consider that the average annual inflation - adjusted historical return of the U.S. stock market is just over 6 %), you'd be wise to pay that down first too.

In the presence of inflation, the real return is smaller than the nominal one, hence a higher adjusted historical value of the index.

Performance for class B, C, M, R, T, and Y shares prior to their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and, except for class Y shares, the higher operating expenses for such shares).

The historical median of 14.51 x cyclically - adjusted earnings happened in periods where interest rates were higher, so naturally earnings multiples were lower.

The higher the historical risk - adjusted return, the higher the ranking.

In 2017, we adjusted to the lowest volatility in 100 years while in 2018, we are back to volatility near historical highs (as of March 23, 2018).

Accordingly, as with factors, the high historical returns for long - only investment strategies should be adjusted downward for selection bias.11

In fact, the cyclically adjusted price - to - earnings ratio (CAPE) 1 for U.S. equities is at a record high relative to its past history — in the 100th percentile2 — while price - to - book (P / B) ratios are in the 96th percentile3 of historical values.

The higher the Sharpe ratio, the better the portfolio's historical risk - adjusted performance.

Performance for Class R5 / R6 shares before their inception are derived from the historical performance of class Y shares, which have not been adjusted for the lower expenses; had they, returns would have been higher.

Performance for class B, C, M, R, and Y shares prior to their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and, except for class Y shares, the higher operating expenses for such shares (with the exception of Putnam Tax - Free High Yield Fund and Putnam AMT - Free Municipal Fund, which are based on the historical performance of class B shares).

Performance for class R5 / R6 shares before their inception are derived from the historical performance of class Y shares, which have not been adjusted for the lower expenses; had they, returns would have been higher.

Performance for class B, C, M, R, T, and Y shares prior to their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and, except for class Y shares, the higher operating expenses for such shares (with the exception of Putnam Tax - Free High Yield Fund and Putnam AMT - Free Municipal Fund, which are based on the historical performance of class B shares).

For Putnam Tax - Free High Yield Fund and Putnam AMT - Free Municipal Fund, performance for class M shares prior to their inception is derived from the historical performance of class B shares (inception 9/8/85), adjusted for the applicable sales charge.

Performance for class B shares before their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and higher operating expenses for such shares.

Performance for class B, C, M, R, T1, and Y shares prior to their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and, except for class Y and T1 shares, the higher operating expenses for such shares (with the exception of Putnam Tax - Free High Yield Fund and Putnam AMT - Free Municipal Fund, which are based on the historical performance of class B shares).

Performance for class T shares prior to their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and the higher operating expenses for such shares (with the exception of Putnam Tax - Free High Yield Fund and Putnam AMT - Free Municipal Fund, which are based on the historical performance of class B shares).

Higher values generally indicate better historical risk - adjusted performance.

1) Lack of proper diversification — especially a lack of fixed income 2) Improper risk levels — they pick the fund with the highest historical return (and also the highest risk — then the market goes down 15 % and that fund falls 25 %) 3) They set it up their 401k and then forget to monitor it on an ongoing basis 4) They don't know whether they are doing well or not versus an appropriate risk - adjusted benchmark — causes anxiety

Warmista must adjust downward all historical data of new highs taken from the decades when, according to them, manmade CO2 had become the primary driver of climate change.