Sentences with phrase «cumulative return in»

The fund manager's name is Allan Mecham, his fund is Arlington Value Management, and he is one of a number of managers that you can count on your fingers who have delivered a 400 % cumulative return in the last twelve years.

The Merk Gold Trust launched May 16 and has earned a 1.69 percent cumulative return in that time.

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

Dividend investing is a key to build long - run wealth - those cumulative returns in the French data are enviable.

Not exact matches

«In the past year, companies repurchasing shares saw an excess weighted cumulative return of -1.9 % relative to the benchmark, while companies not repurchasing shares saw a return of 9.8 % relative to the benchmark,» Birstingl wrote in his quarterly look at buybackIn the past year, companies repurchasing shares saw an excess weighted cumulative return of -1.9 % relative to the benchmark, while companies not repurchasing shares saw a return of 9.8 % relative to the benchmark,» Birstingl wrote in his quarterly look at buybackin his quarterly look at buybacks.

CPPIB's cumulative $ 314.5 million (US) in Alibaba has returned more than $ 1 billion (US).

This is nowhere more evident than in returns on retirement saving, which are subject to wide ranges of annual variability and cumulative variability over various time horizons.30 This central aspect of reality does not come to the fore in deterministic modelling.

The Bank of Spain estimated the gross return on Spanish residential investment at 4.2 percent in 2017, almost triple the cumulative yield on 10 - year government debt.

The lines show the cumulative total return in the S&P 500 Index in all strictly negative market return / risk profiles we identify, partitioned by whether the S&P 500 was above or below its 200 - day average at the time.

FL currently earns a third - quintile 10 % return on invested capital (ROIC) and has generated a cumulative $ 762 million (12 % of market cap) in free cash flow (FCF) over the past five years.

Most importantly, Brian's exited investments have achieved cumulative gross returns well in excess of industry averages.

Investors earned a cumulative total return of RMB 24 billion ($ 3.86 billion) last year, Ant Financial said in a press release.

Notably, that blue line reflects the estimated cumulative impact of an at - the - money put option hedge in the 8 % of historical periods that match the market return / risk classification we presently identify.

The cumulative returns are in excess of 550 %:

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).

Nine years later, the fund of hedge funds, invested in 7,200 hedge funds, had a cumulative return of 22 %.

The Oakmark Global Select Fund has outperformed the average of Oakmark and Oakmark International in six of the nine ensuing calendar years and has also achieved a higher cumulative return.

Our shareholders have definitely endured bigger ups and downs, but in return, they have enjoyed results that exceeded the Oakmark Fund in 14 of 19 calendar years and achieved significantly greater cumulative returns.

Cumulative total return shows the change in the investment's value over the time period indicated.

Returns around 12 % pa over 25 years, clearly recent returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2Returns around 12 % pa over 25 years, clearly recent returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2008/9).

In a Nov. 10, 2017 research note, analyst Douglas Loe noted that Immunovaccine Inc. (IMV: TSX.V) «generated cumulative return of 37 % since Echelon Wealth Partners» last update note.

Recent measures such as changes to the Canada Pension Plan, the rollback of planned cuts to Employment Insurance premiums, the introduction of carbon levies and cap - and - trade programs, and significant minimum wage hikes in Ontario and Alberta have a cumulative impact on investment returns and business competitiveness.

Mark's noted that over the last 20 years, his flagship fund has never been above the 40th percentile in returns, but the fund has also never been below the 25th percentile in returns; and amazingly enough over the 20 years his cumulative return is above the 95th percentile.

What matters is the cumulative long - term return and the risk taken to achieve it, not the ranking in successive annual performance scorecards.

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.

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.

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.

Cumulative abnormal returns increase with risk in the United States, but they decrease with risk in Western Europe.

(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.

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.

Gummy's formula can be written in the form: Balance at Year N / Initial Balance = Return (N) * (1 - w / wfail (N)-RRB- where N is the number of years, Return (N) is the total return of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yReturn (N) * (1 - w / wfail (N)-RRB- where N is the number of years, Return (N) is the total return of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yReturn (N) is the total return of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yreturn of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at year N.

AAII Model Portfolios Model Shadow Stock Portfolio Reaches an All - Time High A rally in micro-cap stocks helped drive the portfolio's cumulative return to an all - time high.

In the future you might have to wait even longer than 4 or 5 years to see superior cumulative returns using an equal - weighted large cap index fund.

The difference of returns of the fund and its reference portfolio constitutes the cumulative RealAlpha ™, which is shown in the following chart:

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.

We display in Table 2 the average geometrically chained cumulative returns of the long - only portfolios of small and large stocks.

In swing trading, the profits expected is generally 5 - 10 %, which may seem less but the strategy is to make cumulative short profits over a short period of time to give big overall returns.

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.

We find a three - month cumulative abnormal return of 48.1 %, which far surpasses other target firm abnormal returns in the takeover literature.

In 2000, I wrote a short paper entitled «Death of the Risk Premium,» with Ron Ryan, which was received with widespread derision, but ultimately proved correct: plain old 10 - year government bonds have produced higher returns than stocks since then, by a cumulative margin of over 30 %, despite the durable bull market since 2002.

Alpholio ™ calculations indicate that the fund returned more than the ETF in just 40 % of all rolling 36 - month periods, with a median cumulative (not annualized) return difference of negative 3.06 %:

The fund significantly underperformed its reference ETF portfolio in terms of both a lower cumulative return and higher volatility.

Cumulative total return shows the change in the investment's value over the time period indicated.

Total return calculations represent the cumulative and average annual changes in value of an investment over the periods indicated.

The ETP significantly underperformed its reference ETF portfolio in terms of both the cumulative return and volatility.

Calculated using average annual returns, the cumulative value of this incremental return over 16 years is in the 40 % range plus or minus several percent.

Notably, that blue line reflects the estimated cumulative impact of an at - the - money put option hedge in the 8 % of historical periods that match the market return / risk classification we presently identify.

First, while the cumulative annualized total return of the S&P 500 has been 9.7 % since 1965, the mathematical average return in any given year has been 11.2 %.

If one looks back over several years, most of the difference between the cumulative gains in the price index and the total return index is the growth of reinvested dividends.

The chart above measures the cumulative returns of $ 1.00 invested in each of 4 different indices, starting in July 1926.