Sentences with phrase «date on a total return basis»

Not exact matches

It is important to remember that this SWR Translator calculates a Safe Withdrawal Rate only if its input (the annualized total return of the portfolio at a specified number of years) is a mathematical calculation based on information up to a specific date but not later.

You will earn an additional 20 % mobile wallet transaction bonus cash reward above the base earn of 1.5 % on net purchases (purchases minus returns / credits) only, for a total of 1.8 % cash rewards during the first 12 months from the date the account is opened.

The index itself is down over 35 % year - to - date (it's down 28.75 % on a total return basis as of yesterday's close).

Comparing this hybrid bond / equity product to the S&P 500, the performance outshines the equity index which returned 2.35 % for May and 4.97 % year - to - date on a total rate of return basis.

As of Feb. 29, only one of the companies that completed IPOs in 2010 or 2011 had managed to outperform the SNL US REIT Equity Index on a total return basis since the respective dates of the companies» IPO completions.