Sentences with phrase «funding over the same period»

In 2017, the average return is 2,908 %, according to Hedge Fund Research, compared with a 9 % gain for hedge funds over the same period.

The following chart and corresponding statistics show the constant composition of the reference ETF portfolio for the fund over the same period:

The following chart and statistics show the composition of the reference ETF portfolio for the fund over the same period:

You would have made even more money invested in our Australian Fund over the same period, despite its denomination in Australian dollars.

This behavior leads to lower individual investor returns as compared to simply staying in the same fund over the same period as shown in this graph from a Vanguard study.

Not exact matches

According to Mackenzie Investments, if you invested $ 100,000 in arncorporate class fund that earned 6 % a year, you would have $ 370,268 rnafter 25 years, assuming it's taxed annually at the top marginal rate.rnIf you held an interest - paying investment over the same period, yournwould have made $ 239,841.

In this case index funds, with their objective diversification, minimal management fees, instantaneous liquidity and flat returns over the last decade have trounced venture with its negative returns, narrow diversification, high management fees and illiquidity over the same time period.

Meanwhile, hedge funds, which generally invest in stocks, gained an average of 0.4 % over the same period.

Other top pension PE players over the same period were the Teacher Retirement System of Texas (15.5 percent); the Houston Firefighters» Relief and Retirement Fund (13.6 percent); the Minnesota State Board of Investment (14.4 percent); and the Iowa Public Employees» Retirement System (14.1 percent).

Its gross domestic product (GDP) for the second quarter rose 6.9 percent over the same period last year, beating expectations and putting the country on track to meet the International Monetary Fund's 2017 growth forecast of 6.5 percent.

That is substantial growth compared to the $ 1,000 my emergency fund earned over that same time period.

That's eight times more than what passive funds brought in over the same period, according to a recent Bloomberg story.

The growing availability of credit has also expanded the resources available to new entrepreneurs launching businesses, and has given many families access to the funds they need to «smooth over» periods of financial challenge.9 / At the same time, competition among lenders for individuals with solid credit histories has reduced the price of credit for those consumers.10 /

According to the WA Racing Industry's 2016 annual report there has been a decline in wagering revenue over the past four years from $ 339 million in 2014 to $ 330 million in 2016, yet there has been an increase in funding (distribution and grants) from $ 135 million to $ 152 million in the same period.

For comparative purposes, the S&P 500 ® Index (the «S&P 500»), which is the Fund's benchmark and is considered to be reflective of the US securities markets, had a total return of 23.63 % over the same time period.

For comparative purposes, the S&P 500 ® Index, which is the Fund's benchmark, had a total return of 3.27 % over the same time period.

The Oakmark International Fund returned 5 % for the quarter ended December 31, 2015, outperforming the MSCI World ex U.S. Index, which returned 4 % over the same period.

Most importantly, the Fund has returned an average of 8.4 % per year since its inception in October 2006, outperforming the MSCI World Index's annualized gain of 5.0 % over the same period.

All of our funds employ the same value investment philosophy and process because we believe that it is the best way, over a long time period, to maximize profit potential while reducing risk.

The Fund has returned an average of 2 % per year since its inception in October 2006, outperforming the MSCI World Index's annualized loss of 2 % over the same period.

The Fund has returned an average of 10 % per year since its inception in September 1992, outperforming the MSCI World ex U.S. Index, which has averaged 6 % per year over the same period.

Most importantly, the Fund has returned an average of 10 % per year since its inception in September 1992, outperforming the MSCI World ex U.S. Index, which has averaged 6 % per year over the same period.

Over that same period, they pumped an additional $ 1.34 trillion into no - load funds.

These returns compare to 5.39 % for taxable bond funds and 4.73 % for traditional fixed annuities over the same period.

More importantly, the Fund has returned an average of 7 % per year since inception, outperforming the MSCI World Index, which has averaged 3 % per year over the same period.

These regions saw an average drop in startup funding of $ 56.7 million over the same period.

The Oakmark International Fund declined 0.5 % for the quarter ended December 31, 2014, outperforming the MSCI World ex U.S. Index, which declined 4 % over the same period.

Following this rapid growth period, we anticipate that GFI will slow their expansion over the next year.9 They are planning to increase their fundraising capability primarily through strengthening their relationships with existing donors as well as identifying new potential groups of donors.10 They hope this will allow them to maintain sustained growth beyond the startup phase.11 Given additional funding, we do think that GFI is structured in such a way that they could continue to expand their organizational capacity across all departments; however, we think that it's possible they will continue to encounter some hiring issues (although not to the same extent as those seen in 2017).

Total assets in small cap mutual funds nearly doubled between year - end 2007 and year - end 2016 — from $ 473 billion to $ 779 billion — despite the fact that the number of small cap stocks fell from 3,700 to 2,600 over the same period.

Over this same period, less than $ 500 million came into stock funds — that's right, less than 1 % of the money that left bond funds.

The Oakmark International Fund returned 5.4 % for the quarter ended March 31, 2013, outperforming the MSCI World ex U.S. Index, which returned 4.7 % over the same period.

Since its inception in September 1992, the Fund has returned an average of 11 % per year, outperforming the MSCI World ex U.S. Index, which has averaged 6 % per year over the same period.

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.

The Oakmark International Fund returned 5 % for the quarter ended December 31, 2013, slightly underperforming the MSCI World ex U.S. Index, which returned 6 % over the same period.

The author shares that «Only 14 percent of all managed mutual funds beat the stock market average in each of the last three, ten, and fifteen year periods» and the number is actually likely a lot lower when you take out all the fess and tax liability over this same period (p. 42).

The historical data [11] listed in Table 2 shows that, in the face of nationally falling abortions, down to 92 \ % in 2009 versus 2000 levels, Planned Parenthood succeeded in growing its abortions by 68 \ %, government funding by 79 \ % and contraception distribution by 38 \ % over roughly the same period.

Assets held by Challenger's two main funds management businesses are expected to balloon by a compound annual rate of 13 per cent over the same time period.

On the other hand the true Arsenal fans have not been brainwashed and look at Wenger's performance over a period longer than 1 or 10 games and what they see is that Arsenal have made no progress on the pitch, showing the same mental and physical frailties they have for a long long time with their competitors with fewer funds and lower wage bills leaving Arsenal in the dust.

«State - funded debt outstanding is expected to reach $ 70.8 billion by the end of SFY 2020 - 21, an increase of 13.2 percent over the same period.»

The Upstate Transportation Association, which represents taxi companies, spent $ 10,000 over the same period; the Black Car Fund spent $ 25,000 on lobbyists; the Committee for Taxi Safety spent $ 53,000; the Taxicab Service Association spent $ 16,000 and the Metropolitan Taxicab Board of Trade spent $ 16,000.

However, several changes in the makeup of each conference's campaign fund balance indicate Democrats have improved in this area over the same period of time.

If enacted, this would result in an $ 18 million reduction in state funding over the past three years and mark the fifth time that library funding has been cut over the same period.

And per - student city funding for the community colleges decreased by 13 percent over the same period, also when adjusted for inflation.

The number of newly registered NIH - funded trials decreased 24 percent over the same period from 1,376 in 2006 to 1,048 in 2014.

The 20/20 investment principle could be achieved over a three - year period by increasing the share of funding by approximately one percent in FY15, FY16, and FY17 for 6.1 basic research and by approximately one percent in total for DOD S&T during the same time frame.

State and Territory funding for the nation's private schools rose from $ 2124 to $ 2378 per student over the same period.

In 18 states, local funding per student fell over the same period.

DfE figures show that the percentage of qualified teachers (those with Qualified Teacher Status) in all state funded schools was 95.1 per cent in 2015; a decrease from 95.5 per cent in 2014 while the total number of teachers without QTS increased over the same period from 20.3 thousand full time equivalent staff (FTE) or 4.5 per cent in 2014 to 22.5 thousand FTEs or 4.9 per cent in 2015.

At the same time, the amount in the trust's endowment fund has fallen from # 2 million to # 161,000 over the same period.

Interest and dividends from this Fund have provided $ 320 million to Utah schools over that same period.