Sentences with phrase «average returns during»

The example above might be best described as an indexed annuity with average returns during the last decade.

A recent study conducted by April Klein and Emanuel Zur on shareholder activism found that stock prices of companies targeted by activist investors earn 10.2 % average returns during the period surrounding an activist's ownership disclosure and an additional 11.4 % abnormal return during the following year.

But even using a broader set of periods with poor trailing returns, the average return during the decade that followed has typically been slightly above average.

The average return during each of these bull markets was 480 percent.

The risk of an investment is quantified by the degree to which the returns of the investment deviate from the average return during specific periods of time.

Not exact matches

The Nasdaq's moving average convergence - divergence line fell below zero during the early February sell - off before returning to above that level on Feb. 21.

During the 20 - year period ending in 2012, the S&P 500 index returned an annual average of 8.21 percent, but the average person who invested in stock - market mutual funds earned only 4.25 percent.

If you do the calculation that way, DuPont's average return on its investments during that time is just over 9 %.

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.

According to one study I read from research giant Morningstar, during a period when the stock market returned 9 % compounded annually, the average stock investor earned only 3 %.

One study, analyzing data from 1904 to 1974, concluded that the average return for stocks during the month of January was five times greater than any other month during the year, particularly noting this trend existed in small - capitalization stocks.

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 %.

Since its launch in 2005, it has returned an annualized 9.8 percent, while the broader Standard & Poor's 500 stock index has climbed an average 6.7 percent per year during the same time.

[01:30] Introduction [02:30] Tony welcomes Alexandra [03:40] Launching in 2007 — it came from a place of passion [04:25] Establishing clear roles among founders [05:40] Flexing her multilingual skills in business [06:25] Adjusting how you speak to someone based on their objectives [08:10] The secret to Gilt's growth [09:20] Building a business that would thrive during winter [10:20] Finding the capital to purchase inventory [10:40] Moving from venture to private equity funding [11:20] It's all about smart money [11:40] The future of traditional retail [12:20] The subscription model [12:40] Catering to the time - starved customer [12:55] Bringing services into the home [13:10] Leaving Gilt to lead Glamsquad [16:10] Glamsquad started as an app [17:10] Vetting employees [18:10] Building trust with customers [19:00] Taking massive action — now [20:20] Launching the first sale on Gilt — without a return policy [21:30] Fitz [22:00] The average person wears only 20 % of their wardrobe [23:00] Taking the time to understand your customer [23:20] Challenges as a woman in business [24:40] Advice to a female entrepreneur that's just getting started [25:25] The importance of networking [25:50] Knowing the milestones to hit along the way

That's twice the average 74 % return for those who moved out of stocks and into cash during the fourth quarter of 2008 or first quarter of 2009.3 More than 25 % of the investors who sold out of stocks during that downturn never got back into the market — missing out on all of the recovery and gains of the following years.

The stock market, on the other hand, has returned an average of over 10 % annually during the same time period.

It also found that during the same period, the average fixed - income investor earned only a 6.08 % return per year, while the long - term Government Bond Index reaped 11.83 %.

In this example, the «inflation portfolio» improved the average real returns of both the conservatively positioned income - oriented retiree's and the young worker's portfolios by 0.7 percentage points per year during the extremely inflationary period from 1965 to 1980.

During such inflationary periods since the mid-1930s, the magnitude of stock performance on a real (inflation - adjusted) basis has fallen and the real return of intermediate Treasuries, on average, has been slightly negative (see chart).

PIMCO's Bill Gross, the big dog in the fixed income space and to whom Gundlach lost the title of Morningstar's Fixed Income Manager of the Decade in 2010, earned an average of 7.6 % during the same period in his much larger $ 281 billion PIMCO Total Return Fund (PTTRX).

When an investment horizon begins at depressed market valuations and ends at elevated market valuations, the total returns of investors over that horizon are always glorious (for example, the total return of the S&P 500 averaged nearly 20 % annually during the 18 - year period between the 1982 low and the 2000 peak).

Diversification strategies appeared to have «worked» during the golden years of the 1980s and 1990s, simply because US stock markets were returning 17 % to 18 % every year on average during those two decades and Stevie Wonder could have pointed to a bunch of stocks from a newspaper listing the components of the US S&P 500 during that period and likely would have fared very well.

During this secular bull market - a term that denotes a bull market lasting many years - the Dow Jones Industrial Average (DJIA) averaged 16.8 % annual returns.

During the actual recessions themselves the total returns look much worse as they were negative, on average.

Average returns have been strong during these periods.

In the prior 27 midterm periods, the S&P 500 has rallied 12 % on average during the 10 months following the election; the return jumps to 22 % when the Fed is in the middle of a tightening cycle.

For example, since 1950, the S&P 500 has enjoyed total returns averaging 33.18 % annually during periods when the S&P 500 price / peak earnings ratio was below 15 and both 3 - month T - bill yields and 10 - year Treasury yields were below their levels of 6 months earlier.

Fred sent me this link before what seemed like a weekend during which I could finally relax after months of hard work with our house renovations... 83 % probabilities with an average positive return of 60 % vs — 6 % average negative return after 12 months!

In it, Piotroski laid out an accounting - based stock - selection / shorting method that produced a 23 percent average annual back - tested return from 1976 through 1996 — more than double the S&P 500's gain during that time.

Whitman created the Third Avenue Value Fund in 1990 and, according to the article, during his tenure (ending in 2012) the fund earned an average return of 12 percent (versus 9 percent for the S&P 500).

Although a 6 - percent post-inflation return sounds pretty decent, according to a study performed by investment research company Morningstar, during a period of 10 percent (pre-inflation) market returns, the average investor actually earned only a 3 percent net investment return.

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.

Returns were limited during the initial phase of a new fund, while improvements were made, but in the longer run the new fund, which would have a longer life than SAF, would target an average 9 per cent total return net of fees, he said.

DFS edge: Mike Evans should benefit from the expected return of Jameis Winston (shoulder, probable), as he's averaged an additional 1.55 targets per game with Winston under center during his career.

During his first two years in Evanston, Gissendaner, who's a junior, was a second - string receiver, but he led the Wildcats in punt returns last season, averaging 5.6 yards on 10 returns.

«The fact that income growth was relatively limited during the 2000s also means that the income losses since 2008 have returned average incomes close to those at the turn of the century — a reverse which is again unprecedented.»

Sanders» average donation was $ 27, an amount that will allow him to return to his contributors for more money during the spring.

On average, patients receiving the new technique are returning home within 24 hours, dramatically reducing hospital stay duration and overall associated medical costs usually incurred during a lengthy admission.

For example, in Cornell's set up, water drawn from Cayuga Lake is between 39 and 41 degrees Fahrenheit, but when it returns it is slightly warmer, averaging about 47 degrees F during the winter and 56 degrees F in the summer.

Among players with three or more concussion signs, 86 percent returned to play during the same game after an average assessment duration of 84 seconds.

Data indicate that during the 1997 - 98 El Nio the average sea level rose about eight - tenths of an inch before it returned to normal levels.

Similarly, the 225i covered up to 50 km of freeway during the week, returning a fuel consumption average of 8.5 L / 100 km.

In a year of testing, our long - term Volt returned an average of 35 mpg during such operation.

The fuel economy champ is the front - wheel - drive and manual gearbox combo, though the (FWD) automatic still returns an impressive 26 / 32 - mpg average during city and highway driving.

«Device sales declined during the fourth quarter due to higher third - party channel partner returns, lower selling volume and lower average selling prices,» the bookseller wrote.

Those rankings are essentially unchanged even if we look only at results for the powerful Upmarket cycle that began in March 2009: Pinnacle returned an average of 11.4 % annually during the cycle, with the group's best performance in six of the seven measures above.

The latest DALBAR study shows that, over the 30 years that ended Dec. 31, 2014, the average equity investor earned 3.79 per cent while the market returns averaged 11.06 per cent during the same period.

On the contrary, from 1983 through 2004, inflation averaged about 3 %, but the nominal annual return on gold in Canadian dollars during this period was — 0.3 %.

In contrast to competitors who think that stocks are highly valued, and that returns over the next 10 years will be about 5 % to 6 % annually, Apruzzese's firm expects average stock gains of 7 % per annum during the same period.

As Figure 1 shows, the Bloomberg Barclays US Corporate High Yield Bond Index posted positive returns during rising - rate periods, averaging a return of 8.86 % while the Bloomberg Barclays US Aggregate Bond Index was almost entirely in the red with an average return of -1.41 %.