Sentences with phrase «average annual return over»

Their investments each produce the same 7 % average annual return over 35 years but their T - Rex Scores are very different!

Such a distribution would result in roughly a 7.3 % average annual return over the long haul.

Magellan's average annual return over the 15 years through August was 3 %, lagging behind the 4.5 % average for its peers, according to Morningstar.

If you had bought equal amounts of the All - Stars and rolled your gains into the new stocks each year, you'd now be sitting on a 15.5 % average annual return over the last seven years, not including dividends.

My expectation is that stocks will deliver a 4 % real average annual return over the next decade and a mix of high - quality corporate and government bonds will generate a little over 1 %.

Those more reasonable valuations could be achieved by a big stock market crash or a sustained malaise similar to Japan's «Lost decade» or the US market's 2000 - 2010 timeframe (where the average annual return over the 10 years was negative).

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.

For the past three years, the fund has beaten its benchmark, and its average annual return over the last five years is almost 10 %.

The fund's average annual return over the past decade is 8.4 %, more than a percentage point better than the S&P 500.

That's well above the 7.8 percent average annual return over the last decade, according to Morningstar Data.

His book, Concentrated Investing: Strategies of the World's Greatest Value Investors goes into great detail on how the strategies of some of the most successful investment legends have achieved phenomenal double - digit average annual returns over the long run.

When the cyclically adjusted P / E of the S&P 500 has been greater than 28, average annual returns over the next three years has only been 0.7 %.

As you can see from the chart, there are lots of funds that earned healthy average annual returns over the past five years, despite 2016's mixed record, with expenses well under 1 % a year.

If you had bought equal amounts of the All - Stars and rolled your gains into the new stocks each year, you'd have enjoyed 19.1 % average annual returns over the last nine years.

In the above case, because all have positive average annual returns over the 17 years and no withdrawals are taken, the ending value of the investment is significantly higher than the initial investment.

While stocks and mutual funds that invest in stocks have historically provided higher average annual returns over the long - term, their year - to - year (and even daily) fluctuations make them far riskier than long - and short - term bonds or bond mutual funds.

His book, Concentrated Investing: Strategies of the World's Greatest Value Investors goes into great detail on how the strategies of some of the most successful investment legends have achieved phenomenal double - digit average annual returns over the long run.

[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.

Not exact matches

Average annual core return on equity over a period is the ratio of: a) the sum of core income less preferred dividends for the periods presented to b) the sum of: 1) the sum of the adjusted average shareholders» equity for all full years in the period presented, and 2) for partial years in the period presented, the number of quarters in that partial year divided by four, multiplied by the adjusted average shareholders» equity of the partiaAverage annual core return on equity over a period is the ratio of: a) the sum of core income less preferred dividends for the periods presented to b) the sum of: 1) the sum of the adjusted average shareholders» equity for all full years in the period presented, and 2) for partial years in the period presented, the number of quarters in that partial year divided by four, multiplied by the adjusted average shareholders» equity of the partiaaverage shareholders» equity for all full years in the period presented, and 2) for partial years in the period presented, the number of quarters in that partial year divided by four, multiplied by the adjusted average shareholders» equity of the partiaaverage shareholders» equity of the partial year.

San Diego financial planner Andrew Russell points out that some of Bush's active funds with complicated investment strategies — like Wasatch Long / Short Investor (FMLSX), with average annual returns of 3.2 % over the past decade, and Wells Fargo Advantage Absolute Return (WABIX), up 4.7 % — have lagged plain vanilla index funds.

every month over the next 30 years, I'll reach $ 1,000,000, assuming an average annual return of 6.5 percent.

In fact, over the past 35 years, the market has experienced an average drop of 14 % from high to low during each calendar year, but still had a positive annual return more than 80 % of the time.

The average and median real returns for yields under 3 % over ten and fifteen years were annual losses.

They make some bad calls, and their advertising is borderline scammish, with over the top claims, but I average about 25 % annual returns by reading all the newsletters and following the ones I choose to follow.

The after - tax proceeds from those sources would be worth $ 547 million if he invested the money in a blend of stocks, bonds, hedge funds, commodities and cash, assuming a weighted average annual return of 7 percent over the past 15 years, according to the Bloomberg Billionaires Index.

For instance, a portfolio with an allocation of 49 % domestic stocks, 21 % international stocks, 25 % bonds, and 5 % short - term investments would have generated average annual returns of almost 9 % over the same period, albeit with a narrower range of extremes on the high and low end.

Over the period from 1926 through 2013, the average annual return on stocks was 10.2 percent.

As of last week, the S&P 500 was priced to achieve an estimated average annual total return of just 5.83 % over the coming decade, based on our standard methodology.

The average annual return has been over 15.7 percent, based on Bloomberg data.

To date, EquityMultiple's average annual return on cash - flowing equity and debt offerings is just over 9 %.

Five - year rankings are based on a plan's average annual investment returns over the last five years

As the article chart below shows, McKinsey is forecasting that the average annual equity returns over the next 20 years will be between 1.5 and 4.0 percentage points lower than they were in the past 30 years.

Three - year rankings are based on a plan's average annual investment returns over the last three years.

For example, over the 10 years ended December 31, 2012, the tax - managed large cap core stock funds returned an annual average of 5.82 percent after taxes.

The red line (right scale) is the average annual nominal total return of the S&P 500 over the subsequent 12 - year period.

«Over the past 25 years, accounts that we manage have achieved average annual returns of very close to 19 %»

A nationwide survey last year found that investors expect the U.S. stock market to return an annual average of 13.7 % over the next 10 years.

Valuations in 1949 and 1982 were like paying $ 13.70 for the future $ 100 cash flow, as valuations were consistent with subsequent annual S&P 500 total returns averaging 18 % over the following 12 - year period.

The average annual stock market return over the last century is a case in point.

At the annual shareholders meeting this year, Buffett explained that he thought Berkshire Hathaway's intrinsic value grew at an average annual rate of about 10 % over the last decade, but he warned that future returns would be lower if interest rates remained near generational lows.

On average these elite hedge fund managers have achieved average net annual returns of 15 % over 18

Yet $ 10,000 invested in the Standard and Poor's 500 - stock index would have more than doubled to $ 24,571 over that time period, with an average annual total return of 14.25 percent.

Average annual total return shows the investment's average annual change in value over the indicated pAverage annual total return shows the investment's average annual change in value over the indicated paverage annual change in value over the indicated periods.

For the five years ended this past August 31, the Group of Fifteen experienced on average negative returns of 8.89 % per year, vs. a negative 2.71 % for the S&P 500.4 The group of ten value funds I had studied in the «Searching for Rational Investors» article had been suggested by Bob Goldfarb of the Sequoia Fund.5 Over those same five years, the Goldfarb Ten enjoyed positive average annual returns of 9.83 %.

As unlikely as it may seem, hedge fund manager and professor Joel Greenblatt, whose investment firm has averaged 40 % annual returns for over twenty years, can teach you how.

Looking at it another way, BTN Research estimates that, assuming 5 % average annual investment returns, for every $ 1,000 of monthly income you want over a 30 - year retirement, you need $ 269,000 in the bank.

But during this time, the Strategy has compounded at 6.99 % per year on average, beating the market's 5.12 % average annual return by over 30 % annually.

So market returns over a small number of years can experience enormous swings, but average annual returns appear much more stable when we examine a very long investment horizon.

Even more astonishing, between Dec. 31, 1998, and the end of last year, a portfolio of laddered GICs — a strategy in which an investment is staggered over short - and long - term GICs and then rolled over as they mature — generated an average annual return of 3.9 per cent.

I am slightly tilting my portfolio towards smaller caps since small - cap stocks averaged an annual return 2.20 percent higher than large - cap over the long - run.