Sentences with phrase «beat average returns»

You can't beat the average returns of a business unless you fully understand the business, know how to value it, and can pay less than its worth.

Efficient market hypothesis says that it is very difficult for investors to pick a group of stocks and beat the market, but it might be different in the case of asset classes where it is possible to overweigh undervalued asset classes beat the average return of the global stock market.

Not exact matches

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.

If the average fund return was 15 % and nearly 40 % of managers beat their index, there's a good chance that a lot of «professionals» lagged the rest of the market by a wide margin.

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.

Of course the West's complete return to health awaits the restoration of the Pac - 10, through which Arizona may indeed strut undefeated, having already beaten the teams it has played by an average of 29 points per game.

After averaging 12.2 points per game on a UNC team that was beaten at the buzzer in the national title game, Jackson opted to return to Chapel Hill for his junior season.

Once upon a time the early autumn of the average London - based political journalist consisted of three weeks spent at three UK party conferences and then a return to their regular beat at Westminster.

To ensure all the Members at Paul Asset can earn above average market - beating return consistently over the next few decades for long term wealth creation.

Granted, if the money market fund returns lower than 8 % on average, she won't be able to beat the index, but still, the performance gap won't be that wide.

«Generally speaking, you can choose between low - fee index funds, which basically just try to match the average returns of the stock market, or for a higher fee, you can get an actively managed fund, with experts who will pick and choose stocks for you, trying to beat the market....

Stock / equity funds — As you probably guessed, stock funds have basically the same risks and rewards as individual stocks — high volatility, risk of losing money, easy to buy and sell, good investment to beat inflation, and historically among the best returns, on average over time.

For the past three years, the fund has beaten its benchmark, and its average annual return over the last five years is almost 10 %.

No idea what this means, but if you are agreeing that the average person will not beat the indexes or any general market return, I'm with you.

The average investor return over the past five years in the fund was 8.85 %, beating the fund's 8.63 % return.

For instance, in 2008, the Vanguard index fund returned 5.1 %, beating its peers — funds that invest mainly in taxable investment - grade, intermediate - term bonds — by an average of 9.8 percentage points.

Overall, 10 - year Treasury returns beat the starting yield by an average of just two - tenths of a percent.

If you believed that 13.7 % was the expected return for the S&P over the same period, and that the annual volatility of the S&P was 15.4 % (its historical average since 1970) then you would be able to calculate that the probability of the S&P beating the Treasury over the next ten years is 99.9992 %.

The first thing to look at whether the fund has produced returns that beat the benchmark and category average for the corresponding period.

The Vanguard fund returned 10 % on average, beating just 37 % of peers.

For example, 95 % of our ETFs beat the returns of their peer - group averages over the past 10 years.

The RBC fund -LSB-...] beat its benchmark MSCI Emerging Markets index over the past three years, returning an average 4.9 % annually.

Most mutual fund managers can not beat the average market return in one year, let alone for decades.

The following tables summarize top and bottom performing families, based on the percentage of their funds with total returns that beat category averages since inception:

Their $ 1 billion fund returned 48 % last year, beating its average small - blend competitors by 10.5 percentage points.

The fund returned an average 6.9 % over the past five years, beating 84 % of its rivals in the foreign large - blend category, according to Morningstar.

When we remember a top manager might beat the market by 1.5 or 2 % a year over this length of time, the returns required by Jensen to pick up managers outperforming the averages were impossibly high.

After all the fees and charges, ILPs average a measly return of around 2.5 % per annum, which isn't even enough to beat inflation.

Studies have shown that over time, however, index funds tend to give the best returns, beating actively managed mutual funds about 80 % of the time — and over time returns average about 8 % per year.

Founded in the 1950s, his Templeton Growth Fund averaged 13.8 % annual returns between 1954 and 2004, consistently beating the S&P 500.

e.g. on a universe of all liquid stocks with pretty generous liquidity filters (price > $ 1, mcap > $ 100 million, on the market for at least 1 year, inflation - adjusted daily dollar volume in the last 63 days > $ 100,000), before friction, and hold for 5 days (no other sell rule), tested on all start dates Sept 2, 1997 forward to Aug 18, 2015 and then averaged CAGR, leaving an average of 3360 stocks in the universe to then test: a. 17.6 % cagr bottom 5 % of stocks left by bad 4 day return (requiring price > ma200 was slightly worse than this at 17.4 %; but requiring price < ma5 was better at 18.1 %) b. 16.0 % cagr bottom 5 % of stocks left by bad 5 day return c. 14.6 % cagr bottom 5 % by rsi (2) d. 14.7 % cagr for rsi (2) < 5 I have tested longer backtests on simpler liquidity filters (since my tests can't use all of the above filters on very long tests) and this still holds true: bad return in the last 4 or 5 days beats low rsi (2) for 1 week holds.

I agree Kurt, I mean these guys spend their lives studying the markets and they still can't consistently beat the average market returns.

So if the market is averaging 10 %, your actively managed fund has to beat the market by 3 % every single year to equal my returns with a low cost passively managed index fund.

And over the past three years, the average annual 14 % return beat 85 % of rivals — and the Russell Microcap Index, by about three percentage points.

The amount by which they beat real bond returns have averaged between 4.5 percent and 5.5 percent over the last 75 years, according to Siegel.

The fund has averaged an annual return of 13.7 % over the past five years, beating 89 % of its peers, which turned in an average of 11.9 %, according to Morningstar.

Year in and year out, professional money managers fail to beat the average stock market return.

So, if the average return on stocks is 10 % per year and the average top tier manager earns 11 % per year then they're beating the average before taxes and fees.

With so much capital invested in index funds (which will fail to beat the market just because of the fees) it is even more difficult for average mutual fund returns to better the market

And, if you are able to see an average annual return that beats your interest payments, it's worth considering putting the extra money toward investments, rather than paying down this low interest debt.

Why Indexing Beats Stock - Picking Most active equity managers fail to keep up with the benchmark index because average index returns depend heavily on the relatively small set of best performing stocks.

Despite being a business that appears to be easily replicated, the company has enjoyed surprisingly good margins (approaching 20 % on average) and returns (5 - year ROE > 12 %), beating up on its primary competitor, Playboy Enterprises (PLA).

Just think about U.S. Senator's average portfolio return beating the market by 5 % on average.

The $ 1 billion fund returned an average of 12 % over the past 15 years, beating 90 % of funds in the small - blend category, according to Morningstar.

In fact, did you know that you can beat the average investor's returns with the simplest investment portfolio?

To ensure all the Members at Paul Asset can earn above average market - beating return consistently over the next few decades for long term wealth creation.

The [fund], which focuses on about 70 midsize stocks, has averaged a 20 % return over the past three years, beating 97 % of its mid-cap peers.

Over the longer term, however, the fund has beaten the market and its peers (Morningstar puts it in the mid-value category), with average annual returns of 10 % over the past decade, and nearly 20 % over the past five years, better than 98 % of its peers.

The lesson here is that it's nearly impossible for the average investor to match or beat the returns of the S&P 500 (or any index).

A repeat from last year and in second place is the $ 691 million Delaware Extended Duration Bond Institutional (DEEIX) with a 10 - year average annual return of 9.41 %, and handsomely beating the benchmark's 3.54 % last year with a 12.38 % return.