Sentences with phrase «average total return»

And yes, bonds have been producing above - average total returns for several years now.

Historically, the apartment sector exhibited the highest average total return and the second best risk - adjusted return among the five property sectors.

But, on average, it was a pretty good period for the Safer Dogs of the TSX, which provided average total returns of 30.3 %.

Anchor Tactical Real Estate Fund will pursue above average total returns over a full market cycle with lower correlation and reduced risk when compared to traditional real estate indexes.

We've observed 11 instances of this since 1950, with average total returns in the S&P 500 of 6.18 % over the following 3 months, 12.48 % over the following 6 months, and 21.05 % over the following year.

on each Dividend Champion with above - average total return calculations.

So far this year, regional mall REITs have posted weighted average total returns of 14.1 percent, with FFO growth estimates for 2007 of 6.8 percent, according to a comparative valuation survey of 21 retail REITs from Citigroup.

I showed him the graph below which shows lower than average TOTAL returns in a rising interest rate environment and he checked his long - term data and found that bond holders between 1953 and 1980 had actually lost money.

Consequently, whether your investment objective is high current income and dividend growth or above - average total returns Cardinal Health might deserve a closer look.

Therefore, we present this list of 32 potentially above - average total return achievers differently than we have in the past two articles.

Given that the monthly geometric average total return on the S&P going all the way back to 1926 is.77 % (9.64 % annualized), you most likely will fall short of your goal by around $ 25,000.

People had assumed that Utilities, with their high dividend yields, produced below average total returns.

For current to the most recent month - end performance including average total returns, please click on the Performance Summary tab.

When I opened an RRSP years ago with a few hundred dollars, I was amazed to learn the rule that the stock market could conservatively be expected to double every nine years at a «modest» average total return of 8 %.

Meanwhile, the weighted average total returns for shopping center REITs was 6.3 percent, with projected FFO growth of 10.1 percent.

The chart reveals that apartments have historically outperformed industrial properties and are well above office and hotels with higher average total returns and less risk.

My method was to simply run a F.A.S.T. Graphs ™ on each Dividend Champion with above - average total return calculations.

Unlike MCT, we were willing to have two objectives; either an above average yield to maturity, or an above average total return.

Average total returns were 25 percent, compared to 46 percent in the fourth quarter.

Straight preferreds had an average total return of 3.1 %, while floating rate issues returned -15.3 %.

Among Canadian federal government issues, short - term bonds (up to three years in remaining maturity) had an average total return of 3.0 %; medium - term bonds (three to five years), 5.6 %; and long - term bonds up to the 2041 maturity, 14 %.

That powered our top 10 picks to an average total return of 21.3 %, matching the previous year's performance while handily beating the S&P / TSX composite.

Moreover, if we look at periods when the economy was in an expansion, trend uniformity was negative, and the S&P price / peak - earnings ratio was above its historical average of 14 (it's currently 21), the average total return drops to a -8 % annualized rate.

If you combine the two, it happens that the average full market cycle is 5 years in duration, and generates an average total return of about 10.9 % over the entire cycle.

Based on our standard methodology (elaborated in numerous prior weekly comments), we presently estimate that the S&P 500 is priced to achieve an average total return over the coming decade of just 3.15 % annually.

From 1975 to 2009 the MSCI World Index (a measure of the performance of stocks across the world) provided an average total return, adjusted for inflation, of 6.9 % per year.

As tabled below, the ratio of gainers to decliners for the 2017 year was five - to - one, with the average total return of the STI stocks at 18.7 %.

Some are higher yield as we've seen with parts 1 and this part 2, however, all 50 possess their own unique characteristics regarding growth and the ability to generate above - average total returns.

It does benefit, however, from holding healthier underlying companies with reduced instances of delisting (0 vs. 9), which leads to a higher average total return (13.4 % vs. 11.4 %), lower volatility (13.6 % vs. 15.3 %), and higher subsequent five - year dividend growth rate (18.0 % vs. 11.1 %).

It may seem like a reach, but consider this: If you start saving $ 100 a month at age 25 and invest it to return 7.7 % a year — the average total return of the Standard & Poor's 500 Index of U.S. stocks over the past decade — you'll have more than $ 378,000 available at retirement age.

In the six months since DHT eliminated its dividend its stock has dropped -30.7 % whereas the average total return of its peers is +19.5 %.

In the six months through February since DHT eliminated its dividend, a move that was never necessary in our view, the stock price dropped more than -30 % at the same time as the average total return of its peers, all of whom currently pay dividends, was +19.5 %.

Given that the average total return of my 19 current holdings is 17 %, that's still pretty small potatoes!

For example, a blue - chip utility stock with an above - average yield but below - average growth might be a good source for current income at the sacrifice of above - average total return.

For the 12 - month period ending at the conclusion of the second quarter 2014, the average total return for TDFs fell in the high - teens territory, thanks to strong equity gains in the period.

Therefore, it is of interest to graph and average the total return (meaning the increase in value if all dividends were reinvested) instead of the evolution of price.

If you combine the two, it happens that the average full market cycle is 5 years in duration, and generates an average total return of about 10.9 % over the entire cycle.

From 1975 to 2009 the MSCI World Index (a measure of the performance of stocks around the world) provided an average total return, adjusted for inflation, of 6.9 % per year.

But say he had instead invested $ 2,650 (the difference between $ 3,000 and $ 350) in a no - load mutual fund that averaged a total return of 10 % annually.

The sector has improved notably this year, with year - to - date prices that are up 11.62 percent and an average total return for the sector of 14.0 percent through August.

In comparison, the equity REIT sector as a whole posted returns of 28 % in 2010, while the average total return for companies traded on the Dow Jones Industrial Average was 13.8 %.

Publicly traded self - storage real estate investment trusts (REITs) posted total returns of nearly 30 % in 2010, slightly outpacing the broader REIT sector and more than double the average total return for companies traded on the Dow Jones Industrial Average.

REITs featured an average total return (dividend yield plus price appreciation) of better than 14 percent last year, following a 35 percent increase in 1991.