Sentences with phrase «compound return of»

Although your average return over the 2 years was 0 percent -LRB--20 percent plus +20 percent, divided by 2), your investment at the end of the 2nd year would only be worth $ 960, resulting in a compound return of negative 2.02 percent per year.

These funds had a compound return of 51 % per year -LRB-!)

The average investor had an average hold period of three to four years within those two decades, and earned an average compound return of 1.87 % a year.

The firm found that in the 20 years ending in 2008, the Standard & Poor's 500 index had an average compound return of 8.35 % a year.

Specifically, the Fund holds the same 40 to 50 stocks that are concurrently held in our segregated accounts and which have produced an annualized compound return of approximately 11.3 % per year (10.1 % net of all fees) since July 2006, or more than double the 5.5 % for the TSX Composite Total Return (see Monthly Canadian Equity Report).

In the U.S. stock market, 87 years of performance data (1928 through 2014) give small - cap value stocks a huge advantage: A compound return of 13.6 %, versus 9.8 % for the Standard & Poor's 500 Index SPX, -0.57 % Data sourced for this report comes from Dimensional Fund Advisors.

[Update: As Charles points out in the comments, the article clearly says he's returned 4x, not 10x, which is a compound return of around 15 %, which is still impressive in a flat market, but not as amazing as 25 %.]

The Baupost Group's returns bear out his unusual strategy: Over the past 25 years, The Baupost Group has generated an annual compound return of 20 % and is ranked 49th in Alpha's hedge fund rankings.

As we discussed in our first post, Klarman is the founder of The Baupost Group, a deep value - oriented private investment partnership that has generated an annual compound return of 20 % over the past 25 years.

Starting on December 31, 1954 (we need five years of data to compute the compound five - year earnings growth rate), $ 10,000 invested in the 50 stocks from the All Stocks universe with the highest five - year compound earnings - per - share growth rates grew to $ 1,287,685 by the end of 2003, a compound return of 10.42 percent (Table 12 - 1).

Assuming no additional outside capital, turning $ 2M into $ 20M in ten years is a compound return of around 25 %, which is impressive.

Mr. Li's hedge funds have garnered an annualized compound return of 26.4 % since 1998, compared to 2.25 % for the Standard & Poor's 500 stock index during the same period.

However, if the new asset class has a lower expected return than the original portfolio, then this will tend to reduce the expected compound return of the new portfolio.

If g is too large then no matter how small an allocation you make to the new asset class, it drags down the expected compound return of the new portfolio, even taking into account the bump from lower volatility.

The best 15 years, starting in 1975, produced a compound return of 23.1 %; the worst, starting in 1928, resulted in a compound return of only 1.6 %.

Today we complete our series on Seth Klarman, the founder of The Baupost Group, a deep value - oriented private investment partnership that has generated an annual compound return of 20 % over the past 25 years, and the author of an iconic book on value investing, Margin of Safety: Risk - Averse Value Investing Strategies for the Thoughtful Investor

However, the payoff for long - term investors who could stay the course was a 46 - year compound return of 11.4 %.

** Looking at the 74 possible 15 - year intervals of S&P performance occurring during 1928 - 2015, roughly 60 % of these periods have seen the S&P post a compound return of 10 % or better.

For large companies the best factor was free cash flow yield, leading to compound growth of 10.81 %, with earnings yield a close second with a compound return of 10.64 %.

As noted above, the payoff was a compound return of 10.3 %.

As you have probably noticed already in the table, over the 46 years from 1970 through 2015, this worldwide value portfolio (labeled as Portfolio 3) turned in a compound return of 12.43 %, which is 1.15 percentage points higher than the 11.28 % return of the Ultimate Equity portfolio.

The return since inception in May 2011 to end July 2015 was 7.60 % p.a. with a 3 year compound return of 11.98 % p.a..

2,450 % over the 8 1/4 years is an average annual compound return of 47 %.

Today we complete our series on Seth Klarman, the founder of The Baupost Group, a deep value - oriented private investment partnership that has generated an annual compound return of 20 % over the pas...

Front Street's Web site plays up his 2006 mention in the Globe and Mail as the «best mutual fund manager you've never heard of» and notes that, according to GlobeFund.com, he has managed the No. 1 and No. 2 funds in Canada over the last 15 years based on the 15 - year average compound return of the funds.

Assuming annual rebalancing (an assumption that applies throughout this discussion), the 9.7 % compound return of Portfolio 2 was enough to turn $ 100,000 into nearly $ 7.8 million.

Result: a compound return of 10.4 % and an ending cash value of $ 10.6 million.

Small - cap value stocks historically have been the most productive of all major U.S. asset classes, and they boost the compound return of Portfolio 4 to 10.3 %, enough to turn that initial $ 100,000 investment into just shy of $ 10.1 million.

This change boosts the compound return of the portfolio to 9.9 %; an initial $ 100,000 investment would have grown to $ 8.3 million — an increase of $ 1.84 million (or 28.4 %) compared with Portfolio 1.

This performance history indicates that the compound return of emerging markets stocks was 11.3 %, versus 10.4 % for the Standard & Poor's 500 Index SPX, -0.02 % Data sourced for this report comes from Dimensional Fund Advisors.

Also just as we would expect, small - cap emerging markets stocks outperformed large - cap ones, with a compound return of 12.5 %.

Over the slightly shorter period, the market index sported an average compound return of 5.87 % per year from the start of 2003 through to the end of 2016.

The worst 40 - year performance started in 1928 and had a compound return of 11.8 %.

If you were exceptionally lucky, you invested from 1958 through 1997 and achieved a compound return of 15.7 %.

In 93 % of the cases, a 15 - year investor in small - cap value stocks would have obtained a compound return of 10 % or more, with the average being 17 %.

In those 33 periods, large - cap value stocks had an average compound return of 15.3 %, and each period was more than 10 %.

If you had to accept a 40 - year historical period at random, the very worst case was from 1930 through 1969, which provided a compound return of 8.3 %.

«If you look at the S&P / TSX Composite Index, it had an annual compound return (including dividends) of 8.9 per cent between 2001 and 2010 while the S&P 500 had an annual compound return of 3.0 per cent, or -2.3 per cent in Canadian dollars given our currency's appreciation during that period,» says Dimock.

«From 2011 to 2016, the TSX had an annual compound return of 5.2 per cent (including dividends) while the S&P 500 had an annual compound return of 12.4 per cent, or 17.3 per cent in Canadian dollars.

The worst 50 years was a compound return of 2.8 %.

The S&P 500's highest 15 - year performance, a compound return of 18.3 %, came in 1985 through 1999.

There were 48 such periods, and in every one, the combination portfolio had a compound return of more than 10 %.

The worst performing period yielded a compound return of 8.9 %.

Looking at the 2020 funds, Vanguard charges expenses of 0.16 % and had a five - year compound return of 9.27 %.

All that matters is the average cumulative compound return of your asset no matter what's the sequence of the returns.

Government bonds provided a real compounded return of only 1.6 % during 1900 - 2000, with substantial risk (standard deviation 10 %).

This underperformed the 10.20 % compounded return of the S&P 500 index over the same period.

Dividend - paying stocks in the TSX composite index achieved an annual compounded return of 10.4 % since 1986, outperforming the overall composite by 3.7 percentage points, according to a study by RBC Capital Markets Quantitative Research.

This dramatically outperformed the 13.0 % annualized return of the S&P 500 index, the 15.9 % annualized return of the S&P Small Cap 600 index, and the 14.0 % compounded return of the Russell 2000 Small Cap index over the same period.

Since the S&P 500 index was created 60 years ago, the index has gone from about $ 41 to $ 2,620, an annual compounded return of about 7.1 %.