Sentences with phrase «average annual returns for»

In short, this market fell a long way after 2008, and then rebounded sharply with above - average annual returns for house values.

Both the risk and average annual returns for all five risk factors are shown in Figure 8 - 13.

A summary of the average annual returns for all five risk factors is presented in Figure 8 - 12.

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

Ibbotson then measured the compound average annual returns for each decile for the 18 - year period, December 31, 1966 through December 31, 1984.

My question is this... The average annual returns for the Mainstay are much larger than the Vanguard...

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.

The following chart, constructed from data in the paper, compares average annual returns for four sets of quintile portfolios over the entire 1963 - 2006 sample period, as follows:

«We have been getting 6 % gross average annual returns for several years now and can see us getting the same return going forward.»

In short, this market fell a long way after 2008, and then rebounded sharply with above - average annual returns for house values.

Meanwhile, during the same period, the average annual return for investment - grade government bonds was 5.72 % for a real rate of return of 5.72 % — 2.93 % = 2.79 %.

The average annual return for each portfolio from 1926 through 2015, including reinvested dividends and other earnings, is noted, as are the best and worst one - year and 15 year returns.

A simple Index Fund rotation strategy that has delivered a 12 % average annual return for the past 10 years.

Yes you read the title correctly — For nearly a year I have been investing in an investment that I believe will produce about a 12 % long term average annual return for me.

The average annual return for investment - grade government bonds, on the other hand, was only 3.96 %.

Let's say the average annual return for a portfolio of notes in this credit grade is 9 %.

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

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.

From 1987 to 2009, the National Council of Real Estate Investment Fiduciaries Timberland Index has generated an average annual return of 14 % compared to 9.4 % for the S&P 500.

I was CFO of a successful software company that had to show average returns of more than 25 percent of revenue to the bottom line after taxes, growth of more than 50 percent per year for five years and an excess of $ 20 million in annual revenue before the bank would release the owner's personal guarantees.

But Exxon pays half its annual bonus in cash immediately and in its proxy, it cited one - and five - year return on average capital, current - year and five - year average earnings, and current - year as well as the ten - year average annual shareholder returns as part of the justification for its pay.

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

Using factor data from Dimensional Fund Advisors (DFA), for the 10 years from 2007 through 2017, the value premium (the annual average difference in returns between value stocks and growth stocks) was -2.3 %.

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.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

Obama cited statistics released the same day in the White House's new report from his Council of Economic Advisers which show that conflicts likely lead, on average, to 1 percentage point lower annual returns on retirement savings as well as $ 17 billion of losses every year for working and middle - class families.

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 compound average annual total return for the last year, last three years, last five years and last 10 years.

If you take the $ 158 you save by refinancing your student loans and invest it at an average annual return of seven percent for the next 15 years, you can supercharge your retirement savings.

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 annual return drops by average of 240 basis points for the CAD, AUD, GBP and JPY versions.

For the five years ended this past August, average annual returns were a negative 9-1/2 %.

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 9.83For 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 9.83for 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 9.83for 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.

Presently, the likely range of S&P 500 annual total returns for the coming decade is in the 2 - 3 % range based on average and median scenarios, with outside possibilities as low as -3 % in the very bearish case and still less than 8 % in the very bullish case.

Imagine that starting at age 40 you contributed the 2017 maximum (not counting the catch - up) for 25 years and the account earned an average annual return of 7 %.

Max out the former for seven years at a more conservative average annual 5 % return, and you'll be looking at $ 200,000 to work with in retirement.

They measure short term risk as the average of the worst 1 % of annual returns from 10,000 bootstrapping simulations that randomly draw three months of returns at a time from 20 - year historical pool of returns for these indexes, thereby preserving some monthly return autocorrelations and cross-correlations.

They assume 6.6 % average real annual return for U.S. stocks with zero volatility.

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.

First, the average annual tax drag for the five years ending December 2016 was material, as the chart below shows: An investor in non-tax-managed U.S. equity products (active, passive, ETFs) lost on average 1.53 % of their return to taxes in the five years ending December 31, 2016.

Data for the ten years through 2013 shows that the average investor earned an annual return of just 2.6 % compared to a return of 7.4 % for stocks and 4.6 % for bonds.

We focus on gross compound annual growth rate (CAGR), gross maximum drawdown (MaxDD) and rough gross annual Sharpe ratio (average annual return divided by standard deviation of annual returns) as key performance statistics for the Top 1, equally weighted (EW) Top 2 and EW Top 3 portfolios of monthly winners.

For example, the average annual return from August 1982 to March 2000 was 12.2 %.

Unlike previous Pliocene models, this «no ice» version returned temperatures 18 to 27 F warmer than today's average annual temperatures for the Canadian Arctic and Greenland, coming closer to what the historical data pulled from the ground said.

Rouse said the studies showed that a high - quality preschool is a good return on investment for children, with an average earned annual income of $ 42,000 by the time children were in their 40s as compared to the $ 17,000 the program cost.

On average, the 15 - year compound returns were 14.8 % for international small - cap blend stocks, versus 11.8 % for the S&P, and 13.6 % for a combination of these two asset classes, with annual rebalancing.

The average annual stock market returns for the last fifty years are between 8 to 10 percent.

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.

For periods greater than one year, the indicated rates of return are the average annual compound total returns as of the date indicated and all returns include changes in unit value and the reinvestment of all distributions and do not take into account sales, redemption, distribution or other optional charges or income taxes payable by any unitholder that would have reduced returns.