Sentences with phrase «fund averaged annual gains»

To date, the passive index fund averaged annual gains of 7.1 % and the five actively - managed funds returned an average of only 2.2 %, compounded annually.

Not exact matches

And so every time the market went up, people piled into that fund, when market went down, they pile out, when the fund outperformed, they piled in, when the fund underperformed they piled out and they took that 18 percent annual gain when the market was flat so that's great on an annualized basis over 10 year period to beat the market by 18 points, but for outside investors, they went in and out so badly that the average investor on a dollar weighted basis lost 11 percent a year and --

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.

Buffett's pick of a Vanguard S&P index fund delivered an average annual return of 8.5 % compared to the fund - of - funds» 2.4 % average annual gain.

However, because of the capital movements of investors who bailed out during periods after the fund had underperformed for awhile, the average investor (weighted by dollars invested) actually turned that 18 % annual gain into an 11 % LOSS per year during the same 10 year period.

Because schools are funded based on attendance, if we could increase average attendance by just three days, Central Texas districts would gain $ 34 million in annual revenue from the state that could be used to improve educational outcomes.

The average annual gain of this fund since its inception in 1970 is 9.82 % and it only charges a.22 % annual fee to manage the fund.

Over the same period, the Vanguard Small Cap Index fund (NAESX) posted an average annual gain of 10.2 %.

From 1993 through 2017, ETFs had an average annual tax burden of 0.3 % due to both capital gains and dividends, some 80 bps lower than the comparable figure for mutual funds (1.1 %).

Over the past decade, it has posted 9.2 % average annual gains, better than 92 % of small growth funds tracked by Morningstar.

[active management] has guided [this] low - cost fund to 4.5 % average annual returns over the past three years — better than 85 % of intermediate - bond funds tracked by Morningstar and ahead of the 4.2 % average annual gains for the Barclays U.S. Aggregate Bond Index.

First Eagle High Yield I (FEHIX) holds the fifth spot among the top bond funds in the category, sporting an average annual return of 8.59 % for the past 10 years and a 4.87 % gain last year.

Forager's $ 69 million Australian share fund, which posted a 15.9 per cent average annual gain for the five years to September, is on the hunt for bargains.

Average annual total returns include changes in unit price, reinvestment of dividends and capital gains, and the deduction of all applicable portfolio and mutual fund expenses.

First, the annual yield and annual capital gains percentages for the fund categories are long - term averages that can vary year - to - year but are historically reasonable.

The average annual returns of 53 % earned in the bull market by a group of the largest sector funds were followed by returns of minus 31 % a year in the bear market, a net annual return of 3 % and a cumulative gain of 19.2 %.

However, because of the capital movements of investors who bailed out during periods after the fund had underperformed for awhile, the average investor (weighted by dollars invested) actually turned that 18 % annual gain into an 11 % LOSS per year during the same 10 year period.

According to Bloomberg in 2010, «Oaktree's 17 distressed - debt funds have averaged annual gains of 19 per cent after fees for the past 22 years — about 7 percentage points better than its peers».