Sentences with phrase «from an average return»

The larger the standard deviation, the greater the likelihood (and risk) that a security's performance will fluctuate from the average return.

In other words, it is the deviation from the average return.

In short, it's a measurement of volatility or risk, the degree to which an investment would have deviated from its average return over a given timeframe.

Throw in the depreciation and it goes from an average return to a great one.

The risk of an investment is quantified by the degree to which the returns of the investment deviate from the average return during specific periods of time.

Not exact matches

From that sample, we seek out companies that have return on equity of at least 12 % and a beta above 1, indicating that a company is less volatile than the market average.

A strategy that involves buying call options — contracts betting a stock will rise — around a company's analyst day has returned an average of 21 % since 2004, according to data from Goldman, which looked at more than 7,000 instances.

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

Aside borrowers, investors benefit from regular monthly returns at an average rate of 15.5 per cent, which is significantly higher than other asset classes.

Return on average common equity (ROE), a measure of how well the bank uses shareholder money to generate profit, was 6.4 % in the quarter, down from 14.7 % a year earlier.

From 1987 to 2009, the National Council of Real Estate Investment Fiduciaries Timberland Index has generated an average annual return of 14 % compared to 9.4 % for the S&P 500.

The 10 percent average return on the S&P 500 may not seem impressive at first, despite the fact that it's more than double what one can expect from a 30 - year Treasury bond and way more than what a certificate of deposit from a bank pays.

«The average IPO so far this year has been priced below the midpoint of the range and the returns have been positive both from the IPO and also for post-IPO investors,» she said.

Research from the Kauffman Foundation Angel Returns Study and the Nesta Angel Investing study, compiled by Robert Wiltbank, have demonstrated that the average angel investor produced a gross multiple of 2.5 times their investment, in a mean time of about four years.

Our 2013 year - end target of 1600 implies a 10 % price return, where most of the appreciation can be attributed to earnings growth of 7 % next year, along with modest multiple expansion from 14.2 x to 14.7 x on trailing earnings, still below an average PE of 16x.

Feb 7 - U.S. stocks overturned early losses to trade higher on Wednesday as some buyers returned to a market still shaking from a record fall for the Dow Jones Industrial Average earlier this week.

It boasts a five - year average return of 13.2 % and has been rebounding smartly from February lows.

While he thinks Starbucks» EPS growth could slow from the 30 % it has averaged for the past five years, he still expects earnings to more than double by 2021, «enough conservatively estimated to get us to a strong double - digit return.»

«At 17x earnings, the average forward 12 - month return is 13 %, ranging from 0 % to 31 %.

In fact, over the past 35 years, the market has experienced an average drop of 14 % from high to low during each calendar year, but still had a positive annual return more than 80 % of the time.

footnote * All average return data covers the period from 1926 − 2015.

Using factor data from Dimensional Fund Advisors (DFA), for the 10 years from 2007 through 2017, the value premium (the annual average difference in returns between value stocks and growth stocks) was -2.3 %.

According to one study I read from research giant Morningstar, during a period when the stock market returned 9 % compounded annually, the average stock investor earned only 3 %.

Morgan Stanley's Tier 1 capital ratio, under Basel I, was approximately 15.1 % and Tier 1 common ratio was approximately 13.1 % at September 30, 2011.6, 10 The annualized return on average common equity from continuing operations was 14.5 % in the current quarter.

One study, analyzing data from 1904 to 1974, concluded that the average return for stocks during the month of January was five times greater than any other month during the year, particularly noting this trend existed in small - capitalization stocks.

If you've ever had occasion to look into the academic research comparing different types of returns from stocks that have different characteristics, as a class, dividend stocks tend to do better than the average stock over long periods of time.

[01:30] Introduction [02:30] Tony welcomes Alexandra [03:40] Launching in 2007 — it came from a place of passion [04:25] Establishing clear roles among founders [05:40] Flexing her multilingual skills in business [06:25] Adjusting how you speak to someone based on their objectives [08:10] The secret to Gilt's growth [09:20] Building a business that would thrive during winter [10:20] Finding the capital to purchase inventory [10:40] Moving from venture to private equity funding [11:20] It's all about smart money [11:40] The future of traditional retail [12:20] The subscription model [12:40] Catering to the time - starved customer [12:55] Bringing services into the home [13:10] Leaving Gilt to lead Glamsquad [16:10] Glamsquad started as an app [17:10] Vetting employees [18:10] Building trust with customers [19:00] Taking massive action — now [20:20] Launching the first sale on Gilt — without a return policy [21:30] Fitz [22:00] The average person wears only 20 % of their wardrobe [23:00] Taking the time to understand your customer [23:20] Challenges as a woman in business [24:40] Advice to a female entrepreneur that's just getting started [25:25] The importance of networking [25:50] Knowing the milestones to hit along the way

In return, South Korea agreed to adhere to a quota of 2.68 million tons of steel exports to the United States a year, which it said was roughly equivalent to 70 percent of its annual average sent to the United States from 2015 to 2017.

The after - tax proceeds from those sources would be worth $ 547 million if he invested the money in a blend of stocks, bonds, hedge funds, commodities and cash, assuming a weighted average annual return of 7 percent over the past 15 years, according to the Bloomberg Billionaires Index.

The average annual return for each portfolio from 1926 through 2015, including reinvested dividends and other earnings, is noted, as are the best and worst one - year and 15 year returns.

To expect normal or above - average long - term returns from current prices is to rely on the market bailing out the rich overvaluation of today with extreme bubble valuations down the road.

In this example, the «inflation portfolio» improved the average real returns of both the conservatively positioned income - oriented retiree's and the young worker's portfolios by 0.7 percentage points per year during the extremely inflationary period from 1965 to 1980.

From 1926 through 2016, stocks returned an average 10 % annually, versus 5.4 % for bonds and 3.5 % for short - term investments.

Over the period from 1926 through 2013, the average annual return on stocks was 10.2 percent.

The fund's overall Morningstar Rating measures risk - adjusted returns and is derived from a weighted average of the performance figures associated with its 3 -, 5 - and 10 - year (if applicable) rating metrics.

While a shortage of workers is pushing wages higher in the skilled trades, the financial return from a bachelor's degree is softening, even as the price — and the average debt into which it plunges students — keeps going up.

I heard that on average returns from certain periods are like 10 % (or less) on average.

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.

Obama cited statistics released the same day in the White House's new report from his Council of Economic Advisers which show that conflicts likely lead, on average, to 1 percentage point lower annual returns on retirement savings as well as $ 17 billion of losses every year for working and middle - class families.

Bloomberg says his flagship $ 35.8 billion DoubleLine Total Return Bond Fund (DBLTX) gained an annual average of 13.2 % from its inception in April 2010 through Nov. 28 of this year.

-LSB-...] table below is from Ben Carlson's A Wealth of Common Sense and it is a summary of the subsequent average, median, high, and low 10 - year returns for the -LSB-...]

To measure our success in these areas, we track meaningful metrics such as employee engagement and satisfaction (i.e., employee volunteering, employee giving and results of the Organizational Health Index survey), total employees receiving performance reviews, average hours of training, turnover rates and rate of return from leave.

«While the average forward returns following the «triple play» of 52 - week highs are indeed higher than the average forward returns for all periods, they're only slightly higher,» said the report from Bespoke Investment Group.

The following chart, constructed from data in the paper, summarizes average (equally weighted) monthly returns for groups of hedge funds formed each month based on exclusive coverage by each of the three media types the prior month.

If five years from now the yield simply returned to its level of a decade ago (and just in case you think I'm cherry picking, over the past 25 years it has averaged a 7.5 % yield and at the low in 1981 was twice that), bond investors would suffer a meaningful loss of capital.

Specifically, they calculate the average Pearson correlation of daily returns among all 30 stocks comprising the Dow Jones Industrial Average (DJIA) over a specified interval (ranging from 10 to 60 trading days), accounting for occasional index revaverage Pearson correlation of daily returns among all 30 stocks comprising the Dow Jones Industrial Average (DJIA) over a specified interval (ranging from 10 to 60 trading days), accounting for occasional index revAverage (DJIA) over a specified interval (ranging from 10 to 60 trading days), accounting for occasional index revisions.

While the average return for the S&P 500 has been c10 % pa, the typical yearly return is far from that.

This analysis strongly confirms the downward trend of the average ten - year forward real returns from the cheapest grouping (PEs of less than six) to the most expensive grouping (PEs of more than 21).

Too many of us stand back from that, we invest in ETFs without wanting to engage, and we chase average returns because we commit average effort.

The following chart, constructed from data in the paper, summarizes average equity return (ERP plus risk - free rate) estimates in local currencies for the 59 countries with more than five responses from finance / economic professors, analysts and company managers.