Sentences with phrase «drag on returns of»

- The Horizon S&P / TSX 60 ETF (HXT) is performing «exceptionally well,» with an annualized drag on returns of 0.08 of a percentage point.
(Over the long run, Claymore estimates that hedging will cause a drag on returns of about — 1 %.)

Not exact matches

Just because it's easier to track down the expense ratio doesn't mean it's the only fee that matters — all fees that drag on your total return are important, DeYoe emphasizes: «It isn't so much the name of the fee that makes it important as it is the size of the fee.
Cash is a drag on long - term returns, but if you're incapable of being fully invested in a balanced portfolio, then the drag from cash is nothing compared to the drag on selling into a decline.
The cost will come out of everyone's return, reflecting the drag on the system brought about by the non-cooperative mentality.
First, the average annual tax drag for the five years ending December 2016 was material, as the chart below shows: An investor in non-tax-managed U.S. equity products (active, passive, ETFs) lost on average 1.53 % of their return to taxes in the five years ending December 31, 2016.
That's dragged yields on $ 7.8 trillion of government debt negative; by contrast, the lowest rated corporate bonds have returned 151 percent since 2008, including 9.4 percent this year through mid-June.
Throw us a bone, cup your mouth, and whisper in our ears what you know we are listening for about the nature of Scripture, and then you can go on your way with broad, philisophical musings that interest some but at least we will have some evidence that you are not dragging the doctrinal wing of the church into the forest of no return.
The lure of putting my feet up with a large mug of peppermint tea, some dark chocolate, and calling it a day, was pretty strong, but knowing that my Mum would be anticipating a meal on her return dragged me to the kitchen...
Me: But have been in the game for so long and you should know that your defense is also porous or don't you think the law of diminishing return is setting in as a result of your longevity with Arsenal and that you need to move on and not drag the club backwards?
With game time at a premium and his former club fearing that they may become dragged into a relegation battle, Chambers looks set to return to St Mary's on loan until the end of the season.
The Nottingham experiment was based on the theory that an area immediately outside the event horizon of a rotating black hole — a black hole's gravitational point of no return — will be dragged round by the rotation and any wave that enters this region, but does not stray past the event horizon, should be deflected and come out with more energy than it carried on the way in — an effect known as superradiance.
This week seemed to drag on for me — probably due to the return of our snow & the fact that I'm still working my way back to health.
When he's double crossed, he literally drags himself out of a shallow grave and returns with vengeance on his mind, fueled by rage, tequila, and a perverse loyalty to the rotting head he's come to talk to like a father confessor.
Perhaps it's the return of RuPaul's Drag Race next month or the fact that we finally have Greta Gerwig in the Oscar race, but we've got wigs on the brain.
Elsewhere in the book, however, former treasury secretary Summers reminds readers that any returns of the Krueger program would need to be balanced against the cost of forgoing other policies, within education and beyond, and against the drag on the economy due to increased taxation.
Being old - school, the brothers dragged what was left of the carcass back into the woods, returning it to the forest, returning the skeleton to the very place where the elk had been bedded down when Jyl had first crept up on it — as if she had only borrowed it from the forest for a while — and then they drove back down to their ranch house and hung the ham and shoulder quarters on meat hooks to age in the barn, and draped the backstraps likewise from hooks, where they would leave them for at least a week.
ETF investors understand the benefits of keeping management fees low, but fees aren't the only thing causing a drag on your long - term returns.
I have no view on the direction of currency movements, but I do prefer unhedged equity ETFs, because currency diversification can lower the volatility of a portfolio, and the cost of hedging is a long - term drag on returns.
There are a host of other factors that can be a drag on returns, too, as I've discussed in several recent posts.
Investors seem to be falling out of love with currency hedging, which causes a long - term drag on returns for Canadians who invest in US equities, and ETF providers are responding.
That was a lucky accident: over the long term one should expect currency hedging to cause a drag on returns because of its significant cost.
However, taxes and commissions could be an additional drag on returns and the max drawdown of the strategy could also be too much for some to handle.
They maintain full exposure to credit risk as a primary source of return, while the built - in hedges are designed to alleviate the drag on returns caused by rising interest rates.
Implementation of alternative strategies in «40 Act» formats requires higher balances of cash and liquid assets — particularly for the pari passu offerings — which is a drag on returns.
Everything we discussed previously in this series, «Compound Growth», «The Importance of Avoiding Large Losses», and «Volatility is a Drag», culminates with this post on the shape of the distribution of returns.
This drives up the price of high - risk stocks, causing a drag on returns, while leaving low - risk stocks underpriced.
This could have skewed the asset allocation in the overall portfolios of its investors and also created a drag on returns.
It seems that comparing tracking error of index ETFs to their MERs is a good way to see if there are any hidden drags on returns.
The tradeoff of this diversification is that returns may be diluted as well; the performance of an index's weaker components will be a drag on that of its stronger members.
Note the inverse relationship, with higher yields creating a drag on the excess returns of dividend payers.
My spider sense always makes me suspicious of consistent predictable drags on returns such as MERs and currency - hedging costs.
Almost all Canadian - listed wrappers of US funds also include hedging, which can be a bigger drag on returns than the MER.
The weighted average expense ratio was ~ 0.67 plus an AUM fee of 0.73 = 1.4 % drag on returns.
Just don't fill up on too many cookies because that can drag down the overall return of a portfolio.
Of course, if the current market meltdown drags on much longer, those in CSBs that barely generate a real return net of inflation will be happy to be dodging losses of 10, 20 % or more that are being inflicted on those who are net long the stock markeOf course, if the current market meltdown drags on much longer, those in CSBs that barely generate a real return net of inflation will be happy to be dodging losses of 10, 20 % or more that are being inflicted on those who are net long the stock markeof inflation will be happy to be dodging losses of 10, 20 % or more that are being inflicted on those who are net long the stock markeof 10, 20 % or more that are being inflicted on those who are net long the stock market.
Using The Stingy Investor's Upside / Downside Market View +, there is a drag on market returns of about 1.5 % / annum (SCUB / TSX60 / S & P500 / MSCI EAFE equal weighted).
As a result, the cash held within the structure does not participate in the index returns, creating a drag on the performance of the ETF.
This was a drag on my returns, but not necessarily the cause of my egregious underperformance.
Your suggested mix or a simple mix of S&P, foreign, and bonds would beat the return of the mix with the 1.8 % drag on it.
This is due to the fact that the yield on the cash will likely be lower than the expected return and discount rate of the investor, which results in an indirect drag on the relative value of a large cash value.
But as the equity gilt shows, if you withdraw dividends from the portfolio then their effective rate of return is minus 100 percent, and that's a big drag on future growth.
This is due to the fact that the yield on the cash will likely be lower than the expected return and discount rate of the investor, which results in an indirect drag on the relative value of a large cash value.
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