Sentences with phrase «cumulative return for»

The funds should not be expected to provide three times or negative three times the return of the benchmark's cumulative return for periods greater than a day.

Data is described with start date, end date and cumulative return for date range (start - end): Start Date End Date ...

Total returns presented for periods less than one year are cumulative returns for periods one year and greater are annualized.

We confirmed this intuition by plotting the distribution of cumulative returns for the constituent stocks of the S&P 500 for the 20 years ended May 2016.

Not exact matches

(Since he took the reins, Aetna (aet) has returned a cumulative 541 % to its shareholders, or more than three times the total return for the S&P 500.)

Outperformers (winners) are funds with return observations for every month of the 15 - year period whose cumulative net return over the period exceeded that of their respective benchmark.

Cumulative market value illustrates a hypothetical total return for an initial investment of $ 10,000.

Specifically, we compare monthly return statistics, cumulative performances and maximum (peak - to - trough) drawdowns of these nine alternatives for months during which SPY is below its SMA10.

Total returns presented for periods less than one year are cumulative, returns for periods greater than one year are annualized.

He used this approach to manage American Investors Fund, which, from January 1958 through March 1964, had a cumulative return of 160 % versus 83 % for the Dow Jones Industrial Average.

Loeb's performance really speaks for itself as the Offshore Fund's annualized return is now 18.6 % versus 5.2 % for the S&P with a Sharpe Ratio of 1.31, a correlation to the S&P of only 0.39 and cumulative performance of 892 %.

From that day through March 5, 2018, RZV has put together average annualized returns of 25.5 percent, good for a cumulative return of over 670 percent, according to Morningstar.

The cumulative total return of the S&P 500 for the 35 - year period ended 11/30/2014 was 1,847 %.

Figure 1, which shows the trends in average return on invested capital (ROIC) and cumulative after - tax operating profit (NOPAT) for the sector over the past few years, clearly shows that profits are flat to down and not driving stock valuations higher.

As you can see, the one percentage point increase in interest rates results in a loss for Year 1, but by Year 2 the cumulative return turns positive because interest and principal reinvest at higher rates.

For comparison, the plan should disclose the cumulative value of contributions, both the employee's and the employer's, along with accumulated returns.

(hh) If the unencumbered amount of cumulative surplus revenue from tuition held by a charter school at the end of a fiscal year, less (i) the amount of the fourth quarter tuition payment, (ii) the amount held in reserve for the purchase or renovation of an academic facility pursuant to a capital plan, and (iii) any reserve funds held as security for bank loans, exceeds 20 per cent of its operating budget and its budgeted capital costs for the succeeding fiscal year as is reported in a capital plan to be submitted in the school's most recent annual report, the amount in excess of said 20 per cent shall be returned by the charter school to the sending district or districts and the state in proportion to their share of tuition paid during the fiscal year.

Here is a chart with related statistics of the cumulative RealAlpha ™ for this ETF from May 2013 (the first full month of returns since its inception) through July 2016:

Total returns presented for periods less than one year are cumulative, returns for periods greater than one year are annualized.

Historically, that puts the typical bull market gain at about 152 % from trough - to - peak, followed by a bear market decline about 34 % from peak - to - trough, for a cumulative full - cycle total return of about 67 % (roughly 10.7 % annualized).

The cumulative total return of the S&P 500 for the 35 - year period ended 30 November 2014 was 1,847 %.

Death Benefit: For QLACs with return of premium and / or death benefit riders, beneficiaries will receive any remaining value in the contract in the case of the annuitant's premature death, amounting to the difference between the initial premium paid and the cumulative income payments received.

For instance, over the 24 months through 31 January 2018, EM assets delivered cumulative returns of 78.11 % for equities, 31.88 % for local bonds and 20.21 % for currencies (as proxied by the MSCI EM index for equities, JPMorgan GBI - EM Global Diversified Composite (Unhedged) index for local debt and JPMorgan ELMI + Composite for currencieFor instance, over the 24 months through 31 January 2018, EM assets delivered cumulative returns of 78.11 % for equities, 31.88 % for local bonds and 20.21 % for currencies (as proxied by the MSCI EM index for equities, JPMorgan GBI - EM Global Diversified Composite (Unhedged) index for local debt and JPMorgan ELMI + Composite for currenciefor equities, 31.88 % for local bonds and 20.21 % for currencies (as proxied by the MSCI EM index for equities, JPMorgan GBI - EM Global Diversified Composite (Unhedged) index for local debt and JPMorgan ELMI + Composite for currenciefor local bonds and 20.21 % for currencies (as proxied by the MSCI EM index for equities, JPMorgan GBI - EM Global Diversified Composite (Unhedged) index for local debt and JPMorgan ELMI + Composite for currenciefor currencies (as proxied by the MSCI EM index for equities, JPMorgan GBI - EM Global Diversified Composite (Unhedged) index for local debt and JPMorgan ELMI + Composite for currenciefor equities, JPMorgan GBI - EM Global Diversified Composite (Unhedged) index for local debt and JPMorgan ELMI + Composite for currenciefor local debt and JPMorgan ELMI + Composite for currenciefor currencies).

Cumulative market value illustrates a hypothetical total return for an initial investment of $ 10,000.

For DIAs with return of premium and / or death benefit riders, beneficiaries will receive any remaining value in the contract in the case of the annuitant's premature death, amounting to the difference between the initial premium paid and the cumulative income payments received.

One year of 100 % profits and the other year of 50 % losses for a 0 % cumulative return.

He used this approach to manage American Investors Fund, which, from January 1958 through March 1964, had a cumulative return of 160 % versus 83 % for the Dow Jones Industrial Average.

Then, we compare cumulative returns and basic monthly return statistics for equally weighted (EW), monthly rebalanced portfolios with and without VXX.

Then, we compare cumulative returns and basic monthly return statistics for equally weighted (EW), monthly rebalanced portfolios with and without VXZ.

Performance reflects cumulative total returns for periods of less than one year and average annual total returns for periods of one year or greater.

Without going into too much detail, the reason for this is that negative numbers have a greater effect on a cumulative return than positive years do.

Exhibit 1 shows the cumulative total return for our two - factor model versus the broad market.

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.

Today I decided to look at TOTAL REAL RETURNS (or cumulative returns) for each rolling RETURNS (or cumulative returns) for each rolling returns) for each rolling period.

This would've resulted in a cumulative return of close to 50 % for non-US stocks vs. almost nothing for US stocks.

But while dividend income has accounted for nearly 50 percent of the long - term nominal annual return on stocks and 75 percent of the real annual return, even these figures dramatically understate the cumulative role played by dividends.

† Since inception returns are cumulative for funds less than one year old; otherwise, returns are annualized.

Here is the cumulative excess return of the cheapest stocks by a few different measures of value between 1963 and 1993, when the paper was published, and then, below that, the same cumulative excess for the factors between 1993 and 2015, and finally between just 2007 and 2015.

For funds with less than one year of performance, returns shown are cumulative rather than annualized.

This section gives you a detailed description of your return for each of your accounts, individual or consolidated, with two viewing options: return by a specific period or return over cumulative periods.

However, some products exercise the autocall if the reference asset's cumulative return is positive or not too negative (for example, − 10 per cent).

A compilation of all self - managed accounts for the two year period showed a cumulative return of 59.4 % after all expenses.

While the six - year annual returns for these funds were hardly horrible, both groups did lag the 4.3 % annual return of the stock market, as measured by the largest S&P 500 Index Fund, which provided a 29 % cumulative gain.

When held for more than one day, cumulative returns on leveraged and inverse ETFs can start to diverge from the cumulative returns on the assets they are designed to track.

For the full period, they earned a net annualized return of 1.5 %, and a cumulative gain of 9.2 %.

For example, a capital protected investment linked to the top 200 Australian shares may pay investors a return equal to 80 % of the cumulative growth in the S&P / ASX 200 share index over 5 years.

In addition to plotting the cumulative performance for various holding horizons, we simulate portfolio returns over time using a more - typical monthly rebalancing cycle.

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.

Incidental Home Country Coverage - During the Period of Coverage an insured person may return to their home country for incidental visits up to a cumulative two weeks total, subject to: a.

During the Period of Coverage an insured person may return to their home country for incidental visits up to a cumulative two weeks total, subject to: a.