Sentences with phrase «average annual return since»

The NASDAQ of today is a far better deal than the early 2000 NASDAQ and neither plunge 80 % from these levels or gain 2 % a year going forward, which is about the average annual return since 2000.

«It has performed well for me over the years, generating a 10.6 % average annual return since inception,» says Tom.

As you know, the Zacks Rank is one of the most successful stock rating systems out there, with the Zacks Rank # 1 Strong Buys producing an unmatched, 25 % average annual return since 1988.

The average annual return since 1980 is 10.4 %, better than the appropriate mix of benchmark indexes, so the managers of these funds have definitely added value.

Herman's returns have been excellent — over 16 % average annual returns since inception.

Not exact matches

Since the OTPP's inception in 1990, the fund has produced average annual returns of 10.3 %.

Now, the firm is said to manage about $ 42 billion, with Medallion enjoying average annual returns of 40 % since 1988.

On the other end of the investing spectrum, the average annual returns on bonds since 1926 was just 5.5 percent on average, with a 32.6 percent gain in the best year and an 8.1 percent loss in the worst, according to Vanguard data.

The average annual S&P 500 total return since 1991 is 11.85 %.

According to Standard and Poor's, since 1928, out of the 10 percent of the average annual return the S&P has delivered, 44 percent came from dividends.

Oakmark Global Fund — Investor Class Average Annual Total Returns (12/31/16) Since Inception (08/04/99) 9.91 % 10 — year 4.65 % 5 — year 10.83 % 1 — year 4.65 % 3 — month 7.63 % Expense Ratio as of 09/30/16 was 1.17 %

Oakmark Equity and Income Fund — Investor Class Average Annual Total Returns (03/31/18) Since Inception (11/01/95) 10.18 % 10 — year 6.59 % 5 — year 8.33 % 1 — year 8.13 % 3 — month -1.62 % Gross Expense Ratio as of 09/30/17 was 0.87 % Net Expense Ratio as of 09/30/17 was 0.78 %

Oakmark International Small Cap Fund — Investor Class Average Annual Total Returns (03/31/18) Since Inception (11/01/95) 9.62 % 10 — year 6.22 % 5 — year 7.74 % 1 — year 11.15 % 3 — month -3.38 % Net and Gross Expense Ratios as of 09/30/17 were 1.36 %

Statistics compiled by Ibbotson Associates show that since 1926, stocks have produced an average annual return of 10 % while U.S. Treasury bonds have returned less than 6 %.

Oakmark Equity and Income Fund — Investor Class Average Annual Total Returns (12/31/17) Since Inception (11/01/95) 10.38 % 10 — year 6.87 % 5 — year 9.99 % 1 — year 14.46 % 3 — month 4.22 % Gross Expense Ratio as of 09/30/16 was 0.89 % Net Expense Ratio as of 09/30/16 was 0.79 % Gross Expense Ratio as of 09/30/17 was 0.87 % Net Expense Ratio as of 09/30/17 was 0.78 %

Oakmark Fund - Investor Class Average Annual Total Returns (03/31/18) Since Inception (08/05/91) 12.88 % 10 — year 11.76 % 5 — year 13.78 % 1 — year 15.34 % 3 — month -0.88 % Gross Expense Ratio as of 09/30/17 was 0.90 % Net Expense Ratio as of 09/30/17 was 0.86 %

Oakmark Global Select Fund - Investor Class Average Annual Total Returns (09/30/17) Since Inception (10/02/06) 9.05 % 10 — year 8.35 % 5 — year 14.92 % 1 — year 26.41 % 3 — month 4.71 % Expense Ratio as of 09/30/16 was 1.15 %

Oakmark Global Select Fund - Investor Class Average Annual Total Returns (12/31/17) Since Inception (10/02/06) 9.12 % 10 — year 9.60 % 5 — year 13.24 % 1 — year 21.18 % 3 — month 2.98 % Gross Expense Ratio as of 09/30/16 was 1.22 % Net Expense Ratio as of 09/30/16 was 1.15 % Gross Expense Ratio as of 09/30/17 was 1.19 % Net Expense Ratio as of 09/30/17 was 1.12 %

Since the fund's inception in October 1983 — when he launched it with his mentor and friend, Eliot Fried — the fund has averaged an annual return of 12.1 %, versus 10.7 % for the S&P 500.

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.

I recommend our Classic Couch Potato Portfolio, which has the lowest fees going, and has produced an average annual return of 11.8 % since 1976.

However, it should be noted that since inception the fund's average annual total return was virtually nil:

That answer for investors in Multi-Cap Opportunities, which Nackenson has run since December 2009, has been an average annual return of 17.6 % over the past three years, better than 97 % of all large - blend funds.

If you believed that 13.7 % was the expected return for the S&P over the same period, and that the annual volatility of the S&P was 15.4 % (its historical average since 1970) then you would be able to calculate that the probability of the S&P beating the Treasury over the next ten years is 99.9992 %.

Since 1928, the average annual return in the S&P 500, the benchmark U.S. stock index, is 11.5 %.

Today, the entire equity portion of their portfolio is invested in individual stocks and Jin says they've enjoyed at 20 % average annual return on their stocks since 2008.

That's a good thing, because John has averaged a 10 % annual return (including dividends) since then.

The S&P's 5 - year annualized return of 15.8 % is 48 % higher than the index's average annual return of 10.68 % since 1971.

Now if millennials could earn the seven per cent average annual return stocks have generated historically (since 1950), they could achieve the common goal of replacing 80 per cent of working income by age 67, merely by saving 13 per cent of annual income.

``... since 2010, the S&P 500 has gained just 1.5 % annually when it has been above its 200 - day moving average, versus a striking 46.3 % annual return when it has been below.

I believe returns will be more consistent with what we've witnessed since 2000, with the 60/40 portfolio delivering an average annual return of 6.9 %.

Since January of 1992 or over about 16 years, the Growth Portfolio from this personal investing newsletter apparently had delivered average annual returns that were 2.27 % greater than the Wilshire 5000 index.

This fund is up over 25 % for the year and has provided its investors with an average annual return of 20.18 % since 1999.

I am 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.

For the period ending December 31, 2012, the Fund's 1 - year, 5 - year, and since inception (10/17/05) average annual returns for the Investor Class were 7.51 %, 1.17 %, and 6.54 %, respectively, and the 1 - year, and since inception (12/30/11) average annual return for the Institutional Class were 7.72 %, and 7.69 %, respectively.

Since that day, it has had a 10.51 % average annual rate of return vs. 8.95 % for the iShares S&P 500 Index ETF (IVV).

According to historical records, the average annual return for the S&P 500 since its inception in 1928 through 2017 is approximately 10 %.

Since real - return bonds were introduced in 1992, the average annual return has been 8.2 %, which falls between that of short - term (6.6 %) and long - term bonds (9.5 %) over the same period.

This Interactive investing chart shows that the average annual return on treasury bills since 1935 was 4.5 %, compared to a 9.6 % return on Canadian stocks.

In fact, real estate has had an average annual return of 11.42 % since 1970.

Since 1951 the low PB value decile has generated a compound annual growth rate (CAGR) of 15.0 percent and an average annual return (AAR) of 17.9 percent.

Since 1951 the high dividend yield value decile has generated a compound annual growth rate (CAGR) of 11.4 percent and an average annual return (AAR) of 13.6 percent.

Since 1951 the equally weighted PB value decile has generated a compound annual growth rate (CAGR) of 20.0 percent and an average annual return (AAR) of 25.4 percent.

S&P investors who chose the hallmark SPDR Trust (NYSE: SPY) as their stock vehicle have earned an average annual return of less than 1 % since late 2000, failing to match bonds or even Treasury bills for return.

¹ Since 1928, the average annual return of large US Company Stocks has been a little better than 9.5 %.

Since 1996, Berkshire Hathaway excess return had an annual average of about 2.3 %.

-- David Booth The US stock market has delivered an average annual return of around 10 % since 1926.

An objective post on this would have started by showing the annual temperature trend, such as this with 2014 short - term averages added in http://www.woodfortrees.org/plot/hadcrut4gl/mean:12/from:1950/plot/hadcrut4gl/from:1970/trend/plot/hadcrut4gl/from:2014/mean:3 We would note that the trend is 0.16 C per decade since 1970, that the temperature mostly does not follow the trend but oscillates equally to about 0.1 C on each side, and that 2014 has returned to the long - term trend line in much the same way as several other cooler periods have.

According to the IPD UK Annual Forestry Index, a sample of 133 commercial forests in Britain, forests returned 18.4 % last year and have averaged a staggering 21 % a year since 2010, easily outgrowing the FTSE 100 share index (which returned an average of 7.7 %) and commercial property (which made 10.9 %).

Unconventional Success: A Fundamental Approach to Personal Investment by David F. Swensen David Swensen is an investment legend - the Chief Investment Officer at Yale University since 1985, he realized an average annual return of 11.8 % on Yale's investments over the ten years to 2009.