Sentences with phrase «gain or loss over»

A bond fund's total return measures its overall gain or loss over a specific period of time.

Permanent life insurance comes in a lot of different forms, but it lasts for as long as you pay the premiums and has a cash value component that can realize gains or losses over time.

Not exact matches

The IRS launched the investigation in part because the price of bitcoin soared from $ 13 to over $ 1,100 during the years in question, and because only 802 people reported their bitcoin gains or losses in 2015 to the agency.

It may see losses in a year, or struggle over a five - year period, but over time the trend is toward gains.

In addition, the amount of the fund's income distributions will vary over time and the breakdown of returns between fund distributions and liquidation proceeds will not be predictable at the time of your investment, resulting in a gain or loss for tax purposes.

But in the short - to - intermediate - term currencies can fluctuate all over the place and see large relative gains or losses.

Put simply, valuations have enormous implications for long - term investment returns, and for prospective market losses (or gains) over the completion of any market cycle, especially those that feature historically extreme valuation peaks (or troughs).

More control over gain and loss tax exposure through ownership of individual securities, rather than mutual funds or strategies managed by third parties, except when appropriate.

The key point is this: while monetary easing has been positively associated with stock market gains over the following 10 months or so, the essential driver of those gains has been the recovery of preceding losses in the months leading up to each round of QE, rather than de novo returns.

One important thing to remember is that there are two different types of gains / losses from investments — short - term gains (if you held an asset for one year or less) and long - term gains (over one year; i.e. one year and one day).

If the holding periods are not satisfied, then: (1) if the sale price exceeds the exercise price, the optionee will recognize capital gain equal to the excess, if any, of the sale price over the fair market value of the shares on the date of exercise and will recognize ordinary income equal to the difference, if any, between the lesser of the sale price or the fair market value of the shares on the exercise date and the exercise price; or (2) if the sale price is less than the exercise price, the optionee will recognize a capital loss equal to the difference between the exercise price and the sale price.

For a lot of us it also involves a bit of guess work — bra sizes can change over time with age and weight loss or gain as can our individuals needs regarding what we really want from our bra.

Inherited ataxias are associated with gain ‐ of ‐ function or loss ‐ of ‐ function mutations in many (over 23) seemingly unrelated genes.

Testosterone Enanthate Prescription You may qualify for a testosterone enanthate prescription if you are a male over the age of thirty dealing with low libido, lack of energy, weight gain, joint pains, hair loss, muscle decline, high cholesterol, trouble sleeping, depression, or lack of drive.

But weight loss or gain is not achieved over night; it can take several weeks to change your body composition.

Keep in mind, I am a natural pro bodybuilder and rates of muscle gain and loss may be faster or slower depending upon genetic potential; however, I hope this provides an example of continual progress as a result of consistency over a long period of time:

After all, nothing is more annoying than busting your ass for weeks at a time with the goal of losing weight, only to be rewarded with a measly pound or less of weight loss, or even worse yet, weight GAIN over that period of time, am I right?

Fat gain or fat loss always happens over a longer period of time.

The House budget also provided $ 900,000 in funding over two years for an independent study of the program's academic gains or losses, although neither provision survived conference committee negotiations to make it into this week's budget compromise.

In addition to paying taxes and penalties on the $ 20,000 IRA withdrawal, the reader will also be giving up any gains (or losses) that $ 20,000 would have earned in his IRA over the next four years had he instead paid off his credit card out of his paycheck.

A comparison of rolling returns, which determines relative gains or losses of the fund over typical holding periods, does not adjust for the fund's volatility or exposures.

With Portfolio Slicer you can see investment capital gains / loss over last 30 days, last 12 months or last 5 years.

This indicator compares the magnitude of recent gains and losses over a certain time period in order to measure the speed and price change of a security or derivative price.

By averaging, you have no control over the gains or losses that are realized on the mutual fund sale, or the holding period between the purchase and sale of assets.

Over time, the total gain or loss from the sale of all shares of the fund will be the same.

Either way, it will be combined with any capital losses from the same year, or carried over from a previous year, even if you don't need the capital loss to eliminate tax on the capital gain.

It may see losses in a year, or struggle over a five - year period, but over time the trend is toward gains.

As far as harvesting for tax purposes, anyone can do that by selling some or all of a stock or mutual; fund underperforming and the loss will be available to go against gains on your tax return for that tax year, or if the loss exceeds the gains, it can be carried over to the following year (s).

«Fund Return» is the performance of a fund calculated based on the actual income, capital gains or losses, and fees experienced by that fund's portfolio over a specified period of time.

Although this question suggests he bought all the shares at once, it's worth noting that, if you bought shares over a period of time, you may be able to reduce your tax on a particular sale by selling particular lots for which there was a loss (or a smaller gain).

The total return of a security, or in this case the index, refers to the gain or loss, in percentage terms, derived from both the price change as well as any income the investment pays over a specific time period.

If you have more than $ 3,000 in excess capital losses, the amount over $ 3,000 can be carried forward to future years to offset capital gains or income in those years.

While making regular investments over time can effectively average the total cost of shares purchased, automatic investing does not ensure a gain or protect against a loss.

Diversification won't guarantee gains or protect against losses, it's about managing the risk / reward trade off by selecting a mix of investments to help you achieve more consistent returns over time.

Think about it — how often have you calculated & stared at gains you fear will melt away, or agonized over losses you can't bear to take?

The Compound Annual Growth Rate, usually expressed as a percentage, represents the cumulative effect of a series of gains or losses on an original amount over a period of time.

Based on the change in NAV over a period of time will let you know whether you have a loss or gain on your investment.

Due to compounding returns and losses on an increasing or decreasing ETF price, over the longer - term you can expect some disconnect between gains / losses on a tradition ETF and the losses / gains on the corresponding inverse ETF.

Over the course of the year, a fund may also do some tax - loss harvesting to realize losses that can offset some or all of those gains.

Those can offset the year's capital gains, or if losses exceed gains in carry - over years, you can go three years back or indefinitely forward.

Investment performance measure over a stated time period which includes coupon interest, interest on interest, and any realized and unrealized gains or losses.

Each Fund intends to distribute all of its net investment income, any excess of net short - term capital gains over net long - term capital losses, and any excess of net long - term capital gains over net short - term capital losses in accordance with the timing requirements imposed by the Code and therefore should not be required to pay any federal income or excise taxes.

I had realized some capitol losses back in 2000 - 2001 and I never offset them by gains since then, is there a time limit to do so or do you carry losses over a lifetime?

Clearly, actual holding periods, particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

The downside risk for the biotech fund particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

any idea if there are many gains or losses carried over going forward for tax time next year?

That means all the capital gains or losses that the asset has built up over the years must be calculated and settled.

The gain or loss on an investment over a certain period, expressed as a percentage.

But many people find that after they get «over the hump» of learning about these methods, they make it much easier to calculate gain or loss on sale of mutual fund shares.

With respect to equity securities, the Fund managers emphasize dividend - paying stocks that over time have exhibited consistent growth of dividends, but may sell investments to secure gains, limit losses or reinvest in more promising investment opportunities.