Sentences with phrase «done on a total return basis»

Our analysis is outside those concerns because everything here is done on a total return basis, which includes dividends.

Not exact matches

A lot of academics have analyzed total market returns based on indices and done Monte Carlo simulations of portfolios with various asset allocations, and have come up with percentages that you can have reasonable statistical confidence of being safe.

Even if we don't see outsized price increases in commodities, from a total return perspective, commodity returns will benefit from a change to positive roll yields based on the reshaping and structuring of the fundamental market in commodities.

Specifically, the SNA is asking to: keep the level of whole grains in the total number of grain foods served at 25 %; avoid further reductions in sodium; eliminate the requirement that kids take fruit or a vegetable with their meal (returning to the old system in which kids could — and often did — pass up those healthful foods); and allow schools to sell on a daily basis a la carte items like pizza and fries, as opposed to the current plan which would allow these items to be sold only on the same day they appeared on the main lunch line.

Too often, our assessments are returned to learners with any number of markings on them (total number wrong, percent correct, grades, rubric scores or scale score, standard based achievement levels, stickers or stamps, etc.) that do not help the learner understand exactly what went wrong.

To put that in other words, what they show is how well each fund did compared to the rest in their class, on the basis of their total returns after discounting sales charges, loads and redemption fees, and including a «penalty» if the fund experienced larger price fluctuations, in average, than its alternatives (or a plus if it suffered smaller ones).

«You're saying you will take the cash now and give up some upside but in the fullness of time, on a total - return basis, I don't see how that works in your favour.

‡ Lipper is an industry research firm whose rankings are based on total return performance, vary over time, and do not reflect the effects of sales charges.

We argue that when writing covered calls against the 20 underlying positions in the portfolio on a monthly basis to generate additional income, that doing this in a WRAP account can be very advantageous and offer a competitive total return based on the amount of risk that is being taken.

The fine print stated the following: Rankings are based on total return and do not include the effects of sales charges The rankings were based on the funds» Class Z shares.

But don't index funds outperform the majority of managed funds on a total return basis (especially since their overall costs are much lower)?

Truth, what you are doing could be measured on a total return basis, but it wouldn't make a lot of difference.

Net purchases are your total purchases minus the following: credits to your account, returns, fraudulent charges, and other types of transactions that do not count toward the net amount on a billing cycle basis.