Sentences with phrase «average annual gains for»

[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.

Forager's $ 69 million Australian share fund, which posted a 15.9 per cent average annual gain for the five years to September, is on the hunt for bargains.

Not exact matches

The current year - to - date gains for the S&P 500 Index are higher than the average annual gains since 1928, according to Howard Silverblatt, a veteran market watcher at S&P Dow Jones Indices.

And so every time the market went up, people piled into that fund, when market went down, they pile out, when the fund outperformed, they piled in, when the fund underperformed they piled out and they took that 18 percent annual gain when the market was flat so that's great on an annualized basis over 10 year period to beat the market by 18 points, but for outside investors, they went in and out so badly that the average investor on a dollar weighted basis lost 11 percent a year and --

This is close to the historical average for annual price gains seen across the country in recent decades.

Average hourly earnings for all private - sector workers rose 2.7 % in March from a year earlier — in line with annual gains in recent months.

However, because of the capital movements of investors who bailed out during periods after the fund had underperformed for awhile, the average investor (weighted by dollars invested) actually turned that 18 % annual gain into an 11 % LOSS per year during the same 10 year period.

That matches the annual historical average for U.S. home - price gains going back several decades.

Annual average improvement target of 2.5 percentage point gains in achievement on state reading and math tests between 2018 and 2025 for all students and student subgroups; plan includes goal of reaching a graduation rate of 90 percent by 2025 for all students and student subgroups

Nevertheless, even the most conservative of our three methodological approaches suggests substantial variation in principal effectiveness: a principal in the top 16 percent of the quality distribution will produce annual student gains that are 0.05 standard deviations higher than an average principal for all students in their school.

In the state's annual reports on test score gains, the researcher has repeatedly taken note of the lower average income for scholarship students.

They found that a principal in the top 16 percent of the quality distribution will produce annual student gains that are at least 0.05 standard deviations higher than will an average principal for all students in their school, or roughly two additional months of learning.

Based on Chetty and his colleagues» results for how 2nd and 3rd grade test scores affect adult earnings, this test score gain for males would be expected to increase average annual adult earnings at ages 25 to 27 by a little over $ 900 or 5 %.

According to a 2012 Stanford University study, Newark ranked 2nd in both reading and math for the impact of charter school enrollment on students» average annual learning gains, with a total gain of 7.5 months per year in reading and 9 months per year in math.

His short list of Canadian All Stars combines favourable characteristics for both value and growth and has achieved an average annual return over 10 years of 17.2 % (capital gains only, not counting dividends) for a period ending in late 2014.

At 65, she would lose her bridge, but gain $ 587 Old Age Security raising her pension income to $ 3,829 per month for total annual income of $ 45,948 per year before tax and $ 3,293 per month after 14 per cent average tax.

From 1993 through 2017, ETFs had an average annual tax burden of 0.3 % due to both capital gains and dividends, some 80 bps lower than the comparable figure for mutual funds (1.1 %).

But sacrilegious as it may sound, a +8.2 % YTD gain for the S&P 500 isn't all that extraordinary... Sure, it's within spitting distance of the market's average annual return, but that doesn't mean much — history confirms annual returns tend to rack up in just a few months, with the market faffing around for the rest of year.

First Eagle High Yield I (FEHIX) holds the fifth spot among the top bond funds in the category, sporting an average annual return of 8.59 % for the past 10 years and a 4.87 % gain last year.

Hennessy Japan Small Cap turned in average annual gains of 21.9 % and 21.27 % for the past three and five years vs. EAFE's 7.8 % and 7.9 %.

First, the annual yield and annual capital gains percentages for the fund categories are long - term averages that can vary year - to - year but are historically reasonable.

However, because of the capital movements of investors who bailed out during periods after the fund had underperformed for awhile, the average investor (weighted by dollars invested) actually turned that 18 % annual gain into an 11 % LOSS per year during the same 10 year period.

According to Bloomberg in 2010, «Oaktree's 17 distressed - debt funds have averaged annual gains of 19 per cent after fees for the past 22 years — about 7 percentage points better than its peers».

For example, a CO2 refrigeration system in a store in Jakarta, Indonesia — a city with an average annual temperature of more than 80oF (27oC)-- is showing energy efficiency gains of up to 39 percent compared to a traditional HFC refrigeration system.

«Yet, 4.8 percent is not only well above the historical average annual gain; it's the most optimistic projection for 2017 that we've seen from our expert panel over the past five years.»

Over the last 20 years, average annual price gains in these cities have been flat, but the report says the «stars are aligned» for these cities to experience above - average price gains in large part due to favourable economic prospects, stronger projected population growth and younger population than many other provinces.

This is close to the historical average for annual price gains seen across the country in recent decades.