Sentences with phrase «compound returns on funds»

You'll be making compound returns on funds the government would have otherwise collected.

Not exact matches

Instead, you are deferring the taxes, since you haven't sold anything, and your money can stay in the fund and compound without the tax «drag» on your returns.

While investors may look at PPSC as simply a high - beta play on the S&P 600, remember that the fund rebalances its exposure daily, meaning that over longer holding periods, it may deviate from expected returns due to compounding effects.

Rates of return shown in this site are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values of the Funds or returns on investment in the Funds.

Since the fund rebalances its leverage on a daily basis, actual returns can significantly deviate from expected returns over the long term due to compounding effects, so XPP is meant as a short - term trading vehicle.

The indicated rates of return for each money market fund is an annualized historical yield based on the seven - day period ended as indicated and annualized in the case of effective yield by compounding the seven day return and does not represent an actual one year return.

I don't know about Combs, but Hempton is wrong on Weschler I think, who is known for owning very concentrated positions in very few stocks and holding them for years (he compounded money at around 25 % annually for 12 years in his fund before closing it to go work for Buffett, and the majority of his returns came from just a few positions that he held the entire life of the fund).

This means that those two winner investments have to make a 30x return (on average) to provide the venture capital fund a 20 % compound return — and that's just to generate a minimum respectable return.

In addition, our five - year compounded annualized return is more than any investment return I achieved at any of the mutual or hedge funds I managed during my long career on Bay Street.

Any compounded rates of returns used are intended to only illustrate the effects of the compound growth rate and are not intended to reflect the future values of the HSBC Mutual Funds or returns on investment.

Large cap mutual funds are considered to be the superior vehicle for investing as they provide the investors with good returns and consistent performance record that keep on compounding with duration.

Take the following statement from the TSP: «The S Fund led all TSP funds in return over the ten - year period that ended on December 31, 2016, earning a compound average annual return of 8.13 %».

Rather our goal is to minimize investment, but not market, risk while earning, on average, and over the long term, a compound annual rate of return of 20 % regardless of what other funds, or the general market, have as rates of return.

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.

The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the fund or returns on investment in the fund.

Forbes» evaluated 942 funds for their Honor Roll based on the following criteria: a compound annual return over the last two market cycles (since August 31, 2000) or at least 10 % and a minimum investment no higher than $ 50,000.

Let's do the complicated answer first: APY stands for Annual Percentage Yield, which is the return you get over a 1 - year period based on the interest rate and compounded interest (which means that your interest earns interest), and also based on the assumption that the funds will remain in the account for 1 year.

The indicated rate of return for each money market fund is an annualized historical yield based on the seven - day period ended as indicated and annualized in the case of effective yield by compounding the seven day return and does not represent an actual one year return.

Based on returns for the asset class (not the funds), a Couch Potato that used the total bond market index would have earned at a compound annual rate of 9.27 percent over the last 30 years while one that used inflation - protected bonds would have earned at a compound rate of 9.24 percent.

The indicated rates of return for each money market fund is an annualized historical yield based on the seven - day period ended as indicated and annualized in the case of effective yield by compounding the seven day return and does not represent an actual one year return.

Rates of return shown in this site are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values of the Funds or returns on investment in the Funds.

On their planner's advice, the couple purchased a variety of balanced segregated funds in 2007 that have achieved average annual compounded rates of return between 1.7 % and 4 %, depending on the funOn their planner's advice, the couple purchased a variety of balanced segregated funds in 2007 that have achieved average annual compounded rates of return between 1.7 % and 4 %, depending on the funon the fund.

This problem is compounded by optimizers that work at the asset level (e.g., mutual funds), because a mutual fund may change the way it does things quarterly (which instantly negates all of the past return data which the correlation coefficient numbers were based on).

«This trend toward lower - cost funds should have an exponentially positive impact on investors» returns in the future because costs compound over time and eat into investors» nest eggs,» says Patricia Oey, senior manager research analyst for Morningstar.