Sentences with phrase «annual return»

Over a 20 - year period, one top - performer in the Canadian equity category has delivered a compounded average annual return of 9.5 %.

You are managing a property and it is not meeting the owner's goal for annual return on investment.

They use low fee exchange traded funds with average annual returns for their portfolios of about six per cent for the last five years.

For many that could be two years of annual returns in a mediocre market, so don't dismiss the benefit of the Bonus.

I have averaged 40 percent annual returns over the past 4 years holding and trading stocks that pay high and increasing dividends.

Based on current valuations, a regression analysis suggests compounded annual returns of 8 % over the next 10 years with a 90 % confidence interval of 4 - 12 %.

And while equities have done less well over the last decade, with a 5.5 percent annual real return, cash has shown a negative 0.8 percent annual return in the same period.

It's fair to assume that your average annual returns from long - term investing will be in the high single digits or low double digits.

That diversity has served shareholders well over the past few decades, with annual returns in the double digits since 1985.

This simple index has 10 stocks and a total annual return of 10 %.

The expected annual returns for a balanced 40 % bond and 60 % stock portfolio would be just under 6 %.

All told, those costs reduce annual returns by five to seven points.

That would mean annual returns to property investors of around 15 % over the long - term.

In many ways, your solar power system is a financial product — one that is capable of generating annual returns ranging anywhere from 10 percent to more than 30 percent.

We want to reduce all of these fees to the lowest possible amount, but you still want to have one of the higher annual returns so don't be cheap.

It will become virtually impossible for pension plans to meet long - term annual returns of at least 5 %.

Some deals have earned annual returns in excess forty percent.

Senior debt investments target 8 % to 12 % net annual returns while equity investments tend to target 13 % and higher rates of return.

In addition he has been charging ongoing management fees and as part of the agreement will collect 25 % of the profit over 8 % annual return as a carried interest holder.

Consider what would happen if the Canadian stock market averages an 8 per cent annual return over the next few decades.

Long - time shareholders have earned double - digit annual returns, in addition to a steady stream of growing dividends.

There were several 30 - year periods that had annual returns between 8 % and 10 %.

The cons of structured settlements are the lack of flexibility; the low annual return and the fact that payments could cease if you die.

The firm also wants to see annual returns on its investment grow from about 9 % immediately after acquisition to about 16 % or 17 %.

The chart below shows annual returns for stocks, bonds and a 65 %: 35 % mixed portfolio during various time periods.

Cash has shown a real annual return of just 0.5 percent.

In doing so, you will still achieve very good annual returns.

So, what's the average annual return if the step - up note is held to maturity?

For example, our rental property generates a 10 % average annual return after expenses.

The stock should provide excellent annual returns during the 5 - year period where interest rates increase at the fastest pace.

All told, those costs reduce annual returns by five to seven points.

Its important to understand the level of risk in the long - term (e.g. the stat that the market has never returned negative annual returns over a 15 year period).

Successful acquisitions produce annual returns in the 8 % to 12 % range or higher.

A bond's annual return based on its annual coupon payments and current price (as opposed to its original price or face).

When you pay off a debt that costs 15 % in annual interest, it's just like getting a 15 % guaranteed annual return on your money after - taxes.

The median annual returns were consistent with the mean values.

So far the results have been poor, but back tested results indicate a 20 % + annual return.

Whether working with an adviser or investing on your own, the issue outlining how to calculate annual returns is one of the most critical.

Why else might investors feel «dead money» experiences in net - nets are more frustrating than getting the same annual returns in bigger stocks.

As a money manager, I want / try to convey this to my clients ALL THE TIME; that is, focusing on market cycle returns and not annual returns.

Here's a bond that not only offers a great annual return, but has a maturity that is short enough to hold its value when the big selling in bonds really takes hold.

Others have achieved a 10 % annual return through relatively minimum effort.

If we remove the top 10 % of stocks in that global market portfolio, the average annual return drops to 2.9 %.

Because of inflation as noted above, you need to knock at least 2 % off annual returns when financial planning.

With universal life policies, the cash value grows according to the performance of the insurer's portfolio, but there's also a guaranteed minimum annual return.

Two severe bear markets and a near - collapse of the global financial system pushed the average annual returns down to negative numbers.

On the contrary, from 1983 through 2004, inflation averaged about 3 %, but the nominal annual return on gold in Canadian dollars during this period was — 0.3 %.