Sentences with phrase «equity fund investor»

These are more suitable for equity fund investors looking for stable and sustainable returns on a long - term basis.

For the 20 years ending December 2010, the S&P 500 Index averaged 9.14 % a year, but the average equity fund investor earned only 3.83 % a year.

Through December 2016, the average Canadian diversified equity fund returned 4.37 % per year, yet the average diversified equity fund investor earned 2.99 % annually over the decade — a 1.38 % gap.

Net returns, also known as the net internal rate of return (IRR) and an indicator of investors» actual profits, deduct private equity fund investors» fees and expenses from a fund's gross profits.

An excellent historical return, meanwhile the average equity fund investor -LSB-...]

For example, the typical diversified equity fund investor would have had a return of 4.5 %, a hair better than the 4.4 % average fund return and well ahead of the 2.9 % average investor return.

# 1 Don't Worry About «Beating The Market» The research firm Dalbar shows that the average equity fund investor consistently underperforms the market.

In 2015, the average equity fund investor lost 2.3 %, lagging the S&P by 3.7 percentage points.

In fact, a U.S. study by Dalbar Inc. showed that for the 20 years ending December 31, 2015, U.S. equity fund investors earned only 5.19 %, compared to the S&P 500 return of 9.85 % (these returns are in U.S. dollars, compared to the Canadian dollar returns previously referenced).

Then, during the three quarters before the recent rally, with the Index below 900, equity fund investors actually withdrew $ 80 billion.

After the shooting, Cerberus tried unsuccessfully to sell Remington, then known as Freedom Group, after coming under pressure from some of its private equity fund investors.

An excellent historical return, meanwhile the average equity fund investor -LSB-...]

With an annual loss of 30 % last year, asset allocation fund investors fared better than equity fund investors.

To put that in even starker relief, each dollar invested in the index 20 years ago would now be worth $ 4.95; in the average equity fund, it would be worth $ 4.06; and the average equity fund investor's dollar would be worth $ 1.45, representing just 11 percent of the growth provided by the market index.

The average equity fund investor?