Sentences with phrase «aggregate returns»
Notably, this study did not include funds that closed during the period studied, which means the actual aggregate returns for all active funds were likely even worse than shown in the graph.
mindfullyinvesting.com
Can commodities still be useful for portfolio diversification, despite their recent poor aggregate return, high volatility and elevated return correlations with other asset classes?
(Malkiel appears to use recent history to estimate the dividend growth rate, but other methods also exist such as multiplying the market's aggregate return on equity by its retention ratio, the percentage of earnings that the market does not pay out in dividends.)
The company recycled $ 80 million of the proceeds in the 3 - R projects with projected annual aggregate returns in excess of 10 % (see 3 - R platform below).
«Wild swings in the share prices have more to do with the «lemming like» behavior of institutional investors than with the aggregate returns of the company they own.
Earnings factors, aggregate returns, SUE, market - to - book, systematic risk, cash - flow news, asset pricing
Keywords: Earnings factors, aggregate returns, SUE, market - to - book, systematic risk, cash - flow news, asset pricing
I take it these are aggregate returns, not annual.
My guess is the higher the leverage the lower the aggregate returns.
In the Canadian Equity category, for example, we find that Canadian fund investors earned an aggregate return of — 10.42 % in 2011, compared with the index return of — 8.71 %.
That something else is usually an index comprised of most all securities of the same type (asset class, or the aggregate returns of all similar mutual funds in an asset class).
This dual poor performance mostly explains why the aggregate returns for individual investors (as shown in the JP Morgan graph above) is so far below the returns for most investment asset classes.
Based on aggregate returns, the Morningstar Energy Equity Fund Index was the top - performing category among Morningstar Canada's 47 fund categories last month, following up on its 3.1 % March increase with a 10.6 % surge in April.