Sentences with phrase «averaged an annual gain of»

Like Berkshire Hathaway, Markel's stock has performed well over the long run, averaging annual gains of 15.5 % over the past 25 years.

Nike had been rolling since the recession — even in the face of challenges from Adidas and Under Armour — with the stock averaging annual gains of 26 percent over the past seven years.

Nike had been thriving in the years since the recession, with the stock averaging annual gains of 26 percent since 2008.

The average annual gain of this fund since its inception in 1970 is 9.82 % and it only charges a.22 % annual fee to manage the fund.

To date, the passive index fund averaged annual gains of 7.1 % and the five actively - managed funds returned an average of only 2.2 %, compounded annually.

Over the same period, the Vanguard Small Cap Index fund (NAESX) posted an average annual gain of 10.2 %.

The spicy spud provided average annual gains of 9.8 % over the course of the decade to the end of April while the regular version yielded gains of only 5.6 % per year.

Over the last 100 years individual stocks have averaged an annual gain of 17 % which leads all other investment vehicles in returns.

That's an average annual gain of 5 %.

The smallest 30 % of stocks did the best, with average annual gains of 12.3 % from 1960 through to the end of 2013.

Hennessy Japan Small Cap turned in average annual gains of 21.9 % and 21.27 % for the past three and five years vs. EAFE's 7.8 % and 7.9 %.

However, if you invested in a portfolio of stocks with the highest 30 % of dividend yields, as shown by the line in orange, you would have soundly trounced the market with average annual gains of 13.0 %.

According to Bloomberg in 2010, «Oaktree's 17 distressed - debt funds have averaged annual gains of 19 per cent after fees for the past 22 years — about 7 percentage points better than its peers».

Not exact matches

Despite a shortfall of workers, average hourly pay rose just 2.4 percent from a year ago, one - half percentage point lower than September's annual gain.

When investors start at a modest CAPE of 16, they're rewarded, on average, with 10 % annual gains over the next decade.

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.

Bloomberg says his flagship $ 35.8 billion DoubleLine Total Return Bond Fund (DBLTX) gained an annual average of 13.2 % from its inception in April 2010 through Nov. 28 of this year.

Buffett's pick of a Vanguard S&P index fund delivered an average annual return of 8.5 % compared to the fund - of - funds» 2.4 % average annual gain.

However, because of the capital movements of investors who bailed out during periods after the fund had underperformed for awhile, the average investor (weighted by dollars invested) actually turned that 18 % annual gain into an 11 % LOSS per year during the same 10 year period.

Only the EU Emissions Trading System and the carbon price floor were opposed by a clear majority of voters from across the political spectrum, though even then it is highly doubtful that very much political capital can be gained by abolishing measures equivalent to an annual average cost of # 13 per household, (see pie chart graph).

The researchers found that every 1 casino slot per capita gained was associated with an increase in average per capita annual income, a decrease in the percentage of the population living in poverty, and a decrease in the percentage of overweight / obesity.

Annual average improvement target of 2.5 percentage point gains in achievement on state reading and math tests between 2018 and 2025 for all students and student subgroups; plan includes goal of reaching a graduation rate of 90 percent by 2025 for all students and student subgroups

By this measure, the NCLB impact is equivalent to roughly two - thirds of the average annual gain in scale points.

What we end up with, then, are paltry average annual increases (as teachers gain experience and course credits), ranging from the high of a $ 1,498 average increase in California to a meager $ 503 at the low end in South Dakota.

Nevertheless, even the most conservative of our three methodological approaches suggests substantial variation in principal effectiveness: a principal in the top 16 percent of the quality distribution will produce annual student gains that are 0.05 standard deviations higher than an average principal for all students in their school.

It is true that on average, an additional $ 1000 in per - pupil spending is associated with an annual gain in achievement of one - tenth of 1 percent of a standard deviation.

A third - party evaluation conducted by Douglas Ready at Teachers College found that students made annual academic gains equivalent to a half year of additional learning compared to national averages.

In the state's annual reports on test score gains, the researcher has repeatedly taken note of the lower average income for scholarship students.

They found that a principal in the top 16 percent of the quality distribution will produce annual student gains that are at least 0.05 standard deviations higher than will an average principal for all students in their school, or roughly two additional months of learning.

According to a 2012 Stanford University study, Newark ranked 2nd in both reading and math for the impact of charter school enrollment on students» average annual learning gains, with a total gain of 7.5 months per year in reading and 9 months per year in math.

Despite its nearly catatonic level of passivity, from 1971 through to 2015 the trust generated average annual returns of 11.6 %, which bested the S&P 500's annual gains of 10.6 %.

His short list of Canadian All Stars combines favourable characteristics for both value and growth and has achieved an average annual return over 10 years of 17.2 % (capital gains only, not counting dividends) for a period ending in late 2014.

and has grown smartly with average annual sales - per - share and earnings - per - share gains north of 10 % over the last three years.

But over time, financial planners say you can expect an average annual return of 8 % or more when dividends are added to gains in the share price of solid blue - chip companies.

At 65, she would lose her bridge, but gain $ 587 Old Age Security raising her pension income to $ 3,829 per month for total annual income of $ 45,948 per year before tax and $ 3,293 per month after 14 per cent average tax.

The average result saw annual gains of 4.2 % - to - 4.4 %, and the worst results ranged from a loss of -0.9 % to a gain of 0.8 %.

If you had bought equal amounts of the All - Stars and rolled your gains into the new stocks each year, you'd have enjoyed 19.1 % average annual returns over the last nine years.

From 1993 through 2017, ETFs had an average annual tax burden of 0.3 % due to both capital gains and dividends, some 80 bps lower than the comparable figure for mutual funds (1.1 %).

Over the past decade, it has posted 9.2 % average annual gains, better than 92 % of small growth funds tracked by Morningstar.

But sacrilegious as it may sound, a +8.2 % YTD gain for the S&P 500 isn't all that extraordinary... Sure, it's within spitting distance of the market's average annual return, but that doesn't mean much — history confirms annual returns tend to rack up in just a few months, with the market faffing around for the rest of year.

[active management] has guided [this] low - cost fund to 4.5 % average annual returns over the past three years — better than 85 % of intermediate - bond funds tracked by Morningstar and ahead of the 4.2 % average annual gains for the Barclays U.S. Aggregate Bond Index.

First Eagle High Yield I (FEHIX) holds the fifth spot among the top bond funds in the category, sporting an average annual return of 8.59 % for the past 10 years and a 4.87 % gain last year.

Average annual total returns include the change in share price and reinvestment of dividends and capital gain distributions.

Average annual total returns shown include the change in share price and reinvestment of dividends and capital gain distributions.

If you had bought equal amounts of the All - Stars and rolled your gains into the new stocks each year, you'd now be sitting on a 15.5 % average annual return over the last seven years, not including dividends.

The average annual change in the net asset value, assuming all dividends and (3, 5 and 10 years) capital gains are reinvested on the date of distribution.

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.

Where things can really get complicated is that these annuities use arcane methods to calculate their gains (daily average, monthly point - to - point, annual point - to - point) and typically impose spreads, participation rates or caps that limit the share of the market's return you receive.

Average annual total returns include changes in unit price, reinvestment of dividends and capital gains, and the deduction of all applicable portfolio and mutual fund expenses.

Turning to the U.S., the Top 500 All - Stars gained an average of 18.5 % annually over the last five years while the S&P 500 trailed with an annual advance of 14.5 %, in U.S. dollar terms.