Sentences with phrase «cumulative return basis»

On a cumulative return basis, the fund underperformed its reference ETF portfolio by over 7.7 %; most of that loss occurred over the past two years.

Not exact matches

Both oilsands royalties and corporate income taxes are paid on a net revenue basis (yes, oilsands royalties are initially paid on gross revenue, but at a lower rate which applies until cumulative net revenue has provided a small return on initial capital, so it's basically the same thing).

They focus on a conventional momentum strategy that each month takes equally weighted long positions in past winners (top eight industries) and short positions in past losers (bottom eight industries) based on cumulative returns from 12 months ago to one month ago (12 - 2).

Those investors who have chosen to stay in cash since the market bottom on March 9, 2009 to the end of 2016 fared even worse: they forewent a cumulative return of 300 %, based on the Russell 3000 Index.

Using 15 years of audited returns, researchers from Michigan State University and University of Michigan found creating a stock portfolio based on customer satisfaction data achieves cumulative returns of 518 percent.

First - time customers always receive a discount, and additional discounts are given to returning customers based upon cumulative pages and money spent.

The fund severely underperformed in 2008 (return of -65.5 %) and 2011 -LRB--34.9 %), so despite its recent rebound and other years of outstanding returns, it has not yet started to generate a substantial RealAlpha ™ on a cumulative basis.

It also returned about 8 % more than the fund on a cumulative basis and with a 59 % lower volatility.

Interestingly, this phenomenon reversed in large stocks, with B / M - based strategies producing slightly higher cumulative returns in large stocks.)

Value determined on the basis C / P or E / P combined with GS produced slightly higher cumulative returns averaged across all firms for the period of the study.

On a simple average basis, ETFs in the study delivered a 1 % compounding return over the trailing five years, translating into a cumulative gain of 6 %.

If they are not conservative and cumulative effects to simulate future climate, they should be removed from the data and the simulation must start from a base temperature to disregard such effects, since these are natural and variables, up and down, nothing can be said that the basis for the temperature increase generated by CO2 go preserve these values, it can be beyond the natural variation over time, a return to a point below the current source.

In IRS standard terms, the dividend doesn't become taxable because it's cumulative amount of money returned to the policyholder that has not yet exceeded the money you've put in (this is known as a basis, or your contribution).

Should the policy holder survive the entire term of the policy, this «return of premium» product will offer cash back in an amount that is equal to all of the cumulative base premiums that were paid into the policy at the end of the set policy term.