Sentences with phrase «basis points annually»

The study found that value funds outperformed growth funds by an average of 80 basis points annually, Rothery notes, while funds with small stocks beat large - stock funds by 189 basis points annually.

All this costs money so paying 10, 20 or 30 basis points annually to a bank for providing payment services and security is worthwhile.

If all rates went up by 100 basis points annually, it would be reasonable to expect a broad - based bond index fund (with a duration of about seven years) to lose about 3 % over one year and about 5 % over three years.

The new ETF will trade under the ticker (ILTB) and have an expense ratio of 12 basis points annually.

High quality companies outperformed lower quality companies by almost 300 basis points annually over the test period.

High quality companies outperformed the S&P 500 by 110 basis points annually over the 19 - year period through the end of 2004, according to S&P's research.

Their reporting of our GEM model understates its performance by 90 basis points annually.

They advanced only 8.84 per cent per year and outperformed the index by a meagre 48 basis points annually.

The Über - Tuber trailed the DFA portfolio by just half a dozen basis points annually, and it accomplished that result with a lower standard deviation — which means lower volatility.

And since investing is never free, that means you'll likely trail the market indexes by 20 to 60 basis points annually.

InvescoPowershares» PNQI is priced at the same 60 basis points annually.

Their reporting of our GEM model understates its performance by 90 basis points annually.

From May 2007, when the Diversified Fund began investing in hedge funds and private equity, through May 2014, the fund underperformed a Vanguard balanced fund, the LifeStrategy Moderate Growth Fund, by approximately 50 basis points annually.

The lawsuit says the Intel TDPs have underperformed peer TDFs by approximately 400 basis points annually.

The lawsuit says the Intel custom - built funds have underperformed peer funds by approximately 400 basis points annually.

Not exact matches

After all, if overall returns average 3 % to 4 % annually, how can you possibly afford to give 100 basis points of it back?

To benefit most from a deferred variable annuity's tax - deferred savings opportunity, use a low - cost annuity — some products are available for fewer than 50 basis points (0.50 %) of your investment annually.4

The FHA now charges just 0.85 % annually — a 50 basis point (0.50 %) reduction for borrowers with 30 - year loans.

For an FHA Streamline Refinance replacing an FHA loan endorsed prior to June 1, 2009, the annual MIP is 0.55 percent annually, or 55 basis points.

Because of their ability to invest in these longer duration securities of slightly less credit quality, stable value funds have outperformed money market funds on average by 150 - 200 basis points (1.50 % -2.00 %) net of fees annually over the past 20 years.

Teachers at six of Lucia Mar's 17 campuses can earn up to $ 3,000 annually in merit pay, based on a 19 - point evaluation that includes value - added scores at the classroom and school levels.

During state fiscal years 2001 - 02 through 2010 - 11, statewide base per pupil funding under the Public School Finance Act (PSFA) and state funding for categorical programs are required to «grow annually at least by the rate of inflation plus an additional one percentage point;» and after 2010 - 11, by a rate at least equal to the rate of inflation.

At the point at which the authors wrote this article, besides the aforementioned data and data base issues, were issues with «multiple measures on the same student and multiple teachers instructing each student» as «[c] lass groupings of students change annually, and students are taught by a different teacher each year.»

Second, school finance entitlements are typically calculated annually based on a measure of student enrollment at a single point or over a set period of time.

Note that rates have dropped 50 basis points (0.50 %) annually for all 30 - year FHA loans, marking the first drop in FHA MIP since 2001.

A 12b - 1 fee is usually 25 basis points -LRB-.25 %) and is charged annually.

Still, the Fed also earns an interest spread between its assets and its liabilities, providing about 3 % annually (as a percentage of assets) in excess interest to eat through, which would allow a further 50 basis point rise in interest rates over a 12 - month period without wiping out that additional cushion.

The difference in MER is seven basis points, or just $ 7 annually on a $ 10,000 investment.

To get some insight, I ran some hypothetical scenarios to see how things might shake down if rates all along the yield curve climbed 100 basis points (1 %) annually for the next three years.

(Investors can also take a more relaxed approach because the three earnings - based portfolios still outperformed the index by more than four percentage points per year when they were rebalanced annually instead of monthly.)

In the U.S., large value stocks outperformed the S&P 500 by more than two percentage points annually from 1935 through 2015 based on data from Dimensional Fund Advisors.

Over the last 10 years, the mutual fund's tracking error has amounted to a mere 0.09 % annually, and since its inception in 1999, the fund has returned 5.15 %, three basis points more than its benchmark index.

Vanguard estimates that the average investor could benefit by 110 basis points, or 1.10 % annually with a proper withdrawal strategy.

Instead of paying the Canadian average of 2.2 per cent in mutual fund Management Expense Ratios (MERs), a typical robo service charges just 0.5 per cent of assets under management (annually), plus the MERs of the underlying ETFs, which can range from 8 basis points to about 55 basis points, depending on products selected.

Cities are awarded up to 10 points based on how closely they come to reaching 7.4 % growth annually, which is slightly higher than the national average.

And because HXT's management fee is just 0.07 % (with a rebate of two basis points over the last 12 months), it can deliver the returns of its benchmark index with a trivial cost of $ 6 or $ 7 annually for every $ 10,000 invested.

Financial consultants working on a commission basis have to drum up a minimum amount of brownie points annually, or they're fired.

There were some negative changes in terms of points earnings for mid-tier members (more on that below), but one interesting change came to the former Club Carlson Visa cards (now apparently the Radisson Rewards Visas): all Radisson Rewards Visa cardholders can now earn up to 3 free nights annually based on spend.

It is determined on a monthly basis, and deposited into your point balance in the 13th month of having the card and annually thereafter.

The NADA consists of a network of 286 gridded data points (2.5 ° x 2.5 °) covering North America that is based on annually resolved tree ring chronologies [39,40].

Driver Penalty point premiums are assessed annually based on the number of Driver Penalty Points you accumulate.

Annually, NAR releases Legislative Priorities that provide the basis for the Legislative Talking Points at the mid-year meetings in May.

The REIT said that, over the last two years, market rents in those submarkets have increased by 5 % annually while vacancy has declined by approximately 100 basis points to 5.2 %.