Sentences with phrase «equities over the same time»

Not exact matches

This means that it has outperformed global equities by just 3 percent over the same time period, according to HSBC.

This is because other components of the portfolio have not always moved in the same direction as equities over long periods of time.

Meanwhile, an investor in tax - managed U.S. equity mutual funds forfeited only 0.73 % of their return to Uncle Sam over the same time period.

Stock / equity funds — As you probably guessed, stock funds have basically the same risks and rewards as individual stocks — high volatility, risk of losing money, easy to buy and sell, good investment to beat inflation, and historically among the best returns, on average over time.

For example, over the last ten years Fairfax's equity portfolio has delivered a compounded annual return of 14.5 % which is more than double the return from the S&P 500 Index over the same time period.

As long as they can continue to achieve profitability in their underwriting and can find ways to invest their portfolio at the same return over time, they'll continue to create the same returns on equity and the same growth in intrinsic value.

This is just my opinion, however it's reflected in the Australian figures above, with small cap funds having a survivorship rate of almost 84 % over five years compared to 75.11 % survivorship rate for Australian general International Equity Funds over the same time frame.

The year - to - date high of 9.86 % reached on May 19th has shrunk to 9.68 % while strength in the equity markets may have seen investor reallocating funds as the year - to - date return of the S&P 500 has gone from 2.8 % to 6.43 % over the same time frame.

«Too little risk in retirement is risky,» he says, adding that the split of cash, fixed - income and equity assets in a portfolio may stay the same over time.

Return on equity has averaged 33.04 % over this same time frame.