Sentences with phrase «calculated on a total return basis»

Rates of return are time weighted, calculated on a total return basis, and annualized for all periods greater than one year.

Not exact matches

Alpha and Beta are calculated based on a regression of monthly performance data since inception versus the S&P 500 total return index.

It is important to remember that this SWR Translator calculates a Safe Withdrawal Rate only if its input (the annualized total return of the portfolio at a specified number of years) is a mathematical calculation based on information up to a specific date but not later.

However, annualized risk, as measured by standard deviation calculated based on monthly total return for the same period stood at 15.25 %.

The model calculates the realized portfolio volatility (annualized daily volatility) based on daily total returns, and then either increases or decreases the equity exposure of the portfolio to maintain the target risk level.

The model first calculates the relative performance of the assets for each timing period based on total return, and then weights either the rankings or the asset performance based on user supplied weights for the timing periods.

Implications for Required Return Rates Investors must calculate their total required rate of return (RRR) on a nominal basis, taking into account the effect of inflReturn Rates Investors must calculate their total required rate of return (RRR) on a nominal basis, taking into account the effect of inflreturn (RRR) on a nominal basis, taking into account the effect of inflation.

Risk is defined as standard deviation calculated based on total returns using monthly values.

The daily marked - to - market value of a swap is based upon the daily performance of the reference index, which is calculated on a total - return basis • The counterparty to a swap in a Horizon's TRI ETF must maintain the following minimum long - term debt credit rating: A (DBRS), A (Fitch), A2 (Moody's), A (Standard & Poor's).

Based on my spending patterns, I calculate that the three cash back credit card combination above should yield a minimum return of about 2.8 % of total annual spend with very little personal time investment other than knowing the right bonus categories for each of the three cards.