Sentences with phrase «delivered average annual returns»

Since January of 1992 or over about 16 years, the Growth Portfolio from this personal investing newsletter apparently had delivered average annual returns that were 2.27 % greater than the Wilshire 5000 index.

From 2000 to 2009, the market struggled to establish footing and delivered average annual returns of -6.2 %.

Buffett's pick of a Vanguard S&P index fund delivered an average annual return of 8.5 % compared to the fund - of - funds» 2.4 % average annual gain.

I believe returns will be more consistent with what we've witnessed since 2000, with the 60/40 portfolio delivering an average annual return of 6.9 %.

-- David Booth The US stock market has delivered an average annual return of around 10 % since 1926.

Not exact matches

According to Standard and Poor's, since 1928, out of the 10 percent of the average annual return the S&P has delivered, 44 percent came from dividends.

A simple Index Fund rotation strategy that has delivered a 12 % average annual return for the past 10 years.

My expectation is that stocks will deliver a 4 % real average annual return over the next decade and a mix of high - quality corporate and government bonds will generate a little over 1 %.

The composite, which selects portfolios by equally weighting the PE, PB and PCF ratios, delivers a performance over the full period that beats out PE and PB, and slightly underperforms PCF on a compound basis.The composite ratio generates an average annual return that beats out PCF, and PE, but slightly underperforms PB.

Lapthorne finds that over the course of this century the stocks with the lowest asset growth (those in the bottom decile) have delivered nearly twice the average annual return of those with the highest asset growth (those in the top decile).