Sentences with phrase «averaged returns in»

It uses 5 - year averaged returns in order to smooth the inherent volatility of capital gains and better show the relationship to dividends.

Still, even if you take out the Obama Trauma, in which the stock market fell nearly 13 % following the current president's election in 2008 — and, to be fair, the country was in the middle of a financial panic — the average return in a month following the election is 0.4 %.

Still, the current return / risk profile features highly «unpleasant skew» - in any given week, the single most likely outcome is actually a small advance, yet the average return in the current classification is quite negative, because those small marginal gains have typically been wiped out by steep, abrupt market plunges that erase weeks or months of gains in one fell swoop (see Impermanence and Full - Cycle Thinking for a chart).

This is still higher, though, than average returns in years when inflation was lower.

Hasbro, average return in percentage points from Jan. 31 to May 02, in every year since 1998 — The stock posted relatively small losses on just four occasions.

Economy with the DuraMax diesel certainly wasn't terrible — given its skillset, few would argue with the near - 17 MPG average it returned in mixed commuting conditions.

If I used the average return in each of those asset classes, the return was about 1 % better than BRK.A, with the average of the mutual funds in those classes.

The average returns in last 5 years from ELSS are 18.81 %.

For income, I'm targeting a 3 % withdrawal rate (vs. the historical «rule of thumb» of 4 %) from our investments due to my belief that equities will have a below average return in the coming decades.

Because the fund achieved a higher than average return in the first year, the investors per annum return is higher than that of the fund itself.1

Thus, much of the findings appear to be data mining and biases (arithmetric annual returns in Ibbotson and Duff & Phelps; monthly average returns in Fama - French work) and to have largely declined to not being statistically significant post 1980.

This is how real investors make above average returns in stocks.

First, while the cumulative annualized total return of the S&P 500 has been 9.7 % since 1965, the mathematical average return in any given year has been 11.2 %.

«Historically, other ULCC's including Spirit Airlines and Ryanair have generated above average returns in their markets and we believe WestJet could see similar returns,» Murray wrote in a report.

I expect my average returns in peer to peer loans to be around 12 % whereas I expect my average annual returns on my stocks to be only around 8 or 9 %.

The average return in the stock market for the past 80 years has been 12 % and 10 % for the past 200.

Therefore, over the same period as in scenario 1, our emergency fund would be worth # 8,400 in the current account, compared to # 20,550 given the average returns in the FTSE 100.

Managed account users have earned higher average returns in five out of the last 10 years, while full TDF users have earned higher average returns in just two out of the last 10 years.

Not exact matches

With that 10 percent average annual return, an investor can double his money in about seven years, Cramer said.

But van Beurden has been slimming down his portfolio of oil projects with the intent of keeping only those lean enough to make good returns in a world in which oil prices average no more than $ 40 a barrel, well below the average price over the past decade.

To date, the company has acquired roughly 17,000 units at around $ 1.6 billion in portfolio value, and has averaged better than 40 percent returns for its investors.

Since the OTPP's inception in 1990, the fund has produced average annual returns of 10.3 %.

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.

And I'll gladly suffer through all these pet peeves rather than return to the days when workout rooms were the size of walk - in closets, HBO cost extra, Wi - Fi was a novelty and the average hotel bed had the topography of a mountain range.

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.

It's something you'll hear in your entry - level courses in finance or investing: Stocks on average return about 10 % a year, and bonds return about 5 %.

Let's say you played it safe in your 401 (k) and earned an average annual return of 4 % instead of the 6 % we used in the earlier example.

While the standard deduction on federal tax returns was nearly doubled to $ 12,000 for individuals, the average SALT deduction on federal returns for New Yorkers in 2015 was $ 22,000, according to the Tax Policy Center.

The company, which Musk says will probably be the highest returning of his three investments, already employs some 180 in offices in Berkeley, Foster City, Los Angeles, San Diego, and Sacramento, and averages 90 installations a month.

But the city makes up for it with its first - place market potential ranking (out of 150 cities), and its house - flippers see the second - highest average gross return on investment compared with those in other cities.

In 2017, the average return is 2,908 %, according to Hedge Fund Research, compared with a 9 % gain for hedge funds over the same period.

In that case, if the average return remained at 10 percent, in 40 years that $ 10,000 investment will be worth more than $ 450,00In that case, if the average return remained at 10 percent, in 40 years that $ 10,000 investment will be worth more than $ 450,00in 40 years that $ 10,000 investment will be worth more than $ 450,000.

Laredo's house - flipping market potential — which factors in metrics such as the number of real estate agents per capita and the average gross return on investment — ranks 58th out of the 150 cities that WalletHub analyzed.

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 %.

To become a Top Pick, a car must excel at the publication's track tests, offer average or better reliability, perform effectively in government or industry crash tests, and return high owner - satisfaction scores in Consumer Reports» surveys.

Research from the Kauffman Foundation Angel Returns Study and the Nesta Angel Investing study, compiled by Robert Wiltbank, have demonstrated that the average angel investor produced a gross multiple of 2.5 times their investment, in a mean time of about four years.

While some skepticism arose over the search fund model in its early days, continued success (and average returns north of 30 percent) has led to significant growth of the category in recent years.

Regardless, his 50 % ownership of «The Apprentice» would have brought him in a sizable pile of cash over the years, and some of that would be reflected in the tax return, since the show debuted in 2004 to a hit - making average viewership of 21 million people and its second season aired in late 2005 with an average of 16 million viewers.

And while NerdWallet emphasizes that past market performance doesn't guarantee you'll earn the average historical return of 10 % in the future, the value of investing in stocks over a long period of time is still significant.

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.

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.

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.

But while EuroFX was promising stellar returns, hedge funds in foreign currencies were booking annual losses of 1 - 2 % on average, according to data tracker Hedge Fund Research.

In the past, similarly high valuations have been associated with below - average returns over the longer term.

Prospera clients get, on average, a 500 % return on their investment in the service and, as data and analytics improve, Koppel thinks they can do much better.

Investors should also take note that poor years — those in the bottom quartile of returns — tended to be worse when starting valuations were more elevated over the long - term average.

Both stocks average a return of negative 0.77 percent when the VIX jumps more than 5 percent in one session.

Put another way, if you had an «average» year in stocks, you pulled down satisfying double - digit returns.