Sentences with phrase «average equity returns»

A contrarian view would be to assume higher than average equity returns for the next 1 to 2 decades.

The following chart, constructed from data in the paper, summarizes average equity return (ERP plus risk - free rate) estimates in local currencies for the 59 countries with more than five responses from finance / economic professors, analysts and company managers.

I know MSFT is not exactly typical of the average equity return but I hope you get my point.

Not exact matches

From that sample, we seek out companies that have return on equity of at least 12 % and a beta above 1, indicating that a company is less volatile than the market average.

Ramona Persaud, manager of Fidelity's Global Equity Income Fund, likes the company's «shrewd» instincts and its knack for delivering a return on capital «far superior to the market,» an average of about 27 % over the past five years.

Return on equity is the ratio of annualized net income less preferred dividends to average shareholders» equity for the periods presented.

Core return on equity is the ratio of annualized core income less preferred dividends to adjusted average shareholders» equity for the periods presented.

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

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.

Return on average common equity (ROE), a measure of how well the bank uses shareholder money to generate profit, was 6.4 % in the quarter, down from 14.7 % a year earlier.

He then looks for an above - average return on equity and a high percentage of the management's own net worth invested in the company.

In the trailing 12 months, Research In Motion's average return on equity is 38 %.

At issue is how private equity firms report how they calculate average net returns in past funds in their marketing materials, the sources said.

Including the general partner's money in the average net returns can inflate the fund's average net performance figure, and the SEC is investigating whether private equity fund managers properly disclose whether they are doing that or not, the sources said.

Before 2013, when renewable energy was largely uncompetitive, equity returns on solar and wind indices fell an average 11 % and 6 %, respectively.

Such returns are much better than the average private equity, CD, bond market, P2P lending, and dividend investing returns.

It's based on the idea — borne out by the numbers since 1950 — that equity returns follow seasonal patterns: best between Halloween and May 1 (up around 7 % on average) and essentially flat in the six months that follow.

A high return on equity usually means that the company has an above - average financial operating ratio and can often fund projects internally.

Morgan Stanley's Tier 1 capital ratio, under Basel I, was approximately 15.1 % and Tier 1 common ratio was approximately 13.1 % at September 30, 2011.6, 10 The annualized return on average common equity from continuing operations was 14.5 % in the current quarter.

An above - average return of equity, accompanied by no debt or a modest level of debt, indicates that a corporation's growth should be easier to sustain.

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It found that in the 17 - year period to December 2000, the S&P 500 returned an average of 16.29 % per year, while the typical equity investor achieved only 5.32 % for the same period — a startling 9 % difference!

Equity crowdfunding is an equally high - risk investment strategy and because it's still relatively new, pinning down an average rate of return is difficult.

The averages above do hide a significant amount of variation in returns, and the direction of equity valuations at any given point in time also matters.

As crowdfunding is relatively new, there is no data yet on failure rates or average returns on equity investments.

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

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.

A 2012 Credit Suisse Research Institute report evaluated the performance of 2,360 companies globally over six years and found that companies with one or more women on boards delivered higher average returns on equity, lower leverage, better average growth and higher price / book value multiples.

Based on average commission - per - trade fees and past performance of brokerages, equity returns would enable one to open between 300 and 1900 transactions with an account value of $ 10K.

Individual investors who trade equity options underperform those who do not by a risk - adjusted average of 1 % (2.75 %) per month based on gross (net) returns.

Over that kind of longer time horizon, equity returns are more likely (but not certain) to average out to something that resembles their historical record.

The sample period is bullish for equities, with the average monthly return of the local stock market 1.6 % above the risk - free rate.

Management at growth companies are able to use that earnings growth to produce a higher return for investors with a return - on - equity of 17.8 % versus 16.4 % on average at dividend - paying companies.

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 %

In other words, if cash historically returned about 1 % a year, then an equity risk premium of +4 % would imply an average return from equities of 5 %.

Over the long - term, however, currency variations on average play a minor role in total equity returns.

If Democrats win a majority in the House of Representatives this November, history tells us that U.S. equity - market returns have been lower under this scenario, but they still have been double - digit returns (on average).

The Toronto Stock Exchange compared ESOP versus non - ESOP public companies and showed that in ESOP companies: — five - year profit growth was 123 % higher — net profit margins were 95 % higher; — productivity measured by revenue per employee was 24 % higher; — return on average total equity was 92.3 % higher — return on capital was 65.5 % higher.

Returns around 12 % pa over 25 years, clearly recent returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2Returns around 12 % pa over 25 years, clearly recent returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2008/9).

The average annualized weekly return of bonds outside of equity bear markets has been 5.51 %.

In the absence of a pickup in consumer spending, annualized, real GDP — adjusted for inflation — is forecast to be between 2 % and 2.5 %, instead of the 4 % average since World War II, and annualized returns on US equities and investment - grade bonds is estimated at 4 % and 1 %, respectively, for the next 10 years.

The average annualized weekly return of bonds inside of equity bear markets has been 7.89 %.

The average annualized weekly return of stocks inside of equity bear markets since 1940 has been -24 %.

The average annualized weekly return of stocks outside of equity bear markets since 1940 has been 21 %.

However, Bank of America's return on average common equity was 7.3 percent, below the 10 percent general yardstick for cost of capital.

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 %

Most of our banks earn a mid-teens or better return on equity (ROE), but with lower than average credit risk.

This week we ran a screen to identify reinsurance companies that had above average (15 % for the industry) return on equity in 2013.

All - in - all, the average equity mutual fund returned only 8 % last year while the S&P 500 returned 14 %.

The following chart, taken from the paper, plots the average 36 - month returns for discretionary and systematic futures traders according to the contemporaneous performance of MSCI World equity index ordered from worst (1) to best (5).