Sentences with phrase «annual aggregate returns»

Not exact matches

This boring, two holding portfolio (Barclay's Aggregate Bond Index, S&P 500, annual rebalance) has had positive returns for nine straight years.

For example, income has driven about 90 % of annual bond returns over the past 10 years, based on the Bloomberg Barclays U.S. Aggregate Bond Index.

I take it these are aggregate returns, not annual.

[active management] has guided [this] low - cost fund to 4.5 % average annual returns over the past three years — better than 85 % of intermediate - bond funds tracked by Morningstar and ahead of the 4.2 % average annual gains for the Barclays U.S. Aggregate Bond Index.

Since index funds simply buy the stocks or bonds that make up indexes like the Standard & Poor's 500 or Barclays U.S. Aggregate bond index rather than spend millions on costly research and manpower to identify which securities might perform best, they're able to pass those savings along to shareholders in the form of lower annual fees, which translates to higher returns and more wealth over the long term.

After all, the investment - grade bond market (represented in the table by the Bloomberg Barclays Aggregate bond index) posted the lowest annual return more often than any other asset class, nine times over this 20 - year stretch.