Sentences with phrase «generated average annual returns»

For example, REITs have generated average annual returns of close to 9 percent over the past 20 years.

Despite its nearly catatonic level of passivity, from 1971 through to 2015 the trust generated average annual returns of 11.6 %, which bested the S&P 500's annual gains of 10.6 %.

For instance, a portfolio with an allocation of 49 % domestic stocks, 21 % international stocks, 25 % bonds, and 5 % short - term investments would have generated average annual returns of almost 9 % over the same period, albeit with a narrower range of extremes on the high and low end.

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.

Even more astonishing, between Dec. 31, 1998, and the end of last year, a portfolio of laddered GICs — a strategy in which an investment is staggered over short - and long - term GICs and then rolled over as they mature — generated an average annual return of 3.9 per cent.

As of August 2015, TIPS ETFs have generated an average annual return of about 3 to 4 % over the last five to 10 years.

He started investing $ 200 per month at age 20, kept at it for 50 years, and generated an average annual return of 7 %.

For instance, we know that interest rates rose from 2 % to 15 % from 1940 - 1980 and that the 10 year T - Bond generated an average annual return of 2.85 %.

For the 15 years ending December 31, 2014, it generated an average annual return of 5.5 %, right in line with the average for that group.

With the S&P 500 Index generating an average annual return of over 15 % during this period, plan participants pursued those returns instead of the 2 % to 3 % performance generated by stable value funds, creating another source of transfer activity.

The composite, which selects portfolios by equally weighting the PE, PB and PCF ratios, delivers a performance over the full period that beats out PE and PB, and slightly underperforms PCF on a compound basis.The composite ratio generates an average annual return that beats out PCF, and PE, but slightly underperforms PB.

He is also famous for running his Quantum Fund, which generated an average annual return of more than 30 % while he was the lead manager.

Cullen Roche examined the «worst case» for bonds moving forward and noted that ``... interest rates rose from 2 % to 15 % from 1940 - 1980 and that the 10 - year U.S. government bond generated an average annual return of 2.85 %.»

Bitbond is a bitcoin peer - to - peer lending platform that allows investors to invest in small business loans that generate an average annual return of 13 percent according to the company's website.

Not exact matches

On the other hand, if you were to put that $ 10,000 into safer investments generating an average annual 4 % return, in 40 years, you'd have just $ 48,000 — less than a quarter of what a stock - heavy portfolio would have given you.

To illustrate the importance of saving as much as you can while you're young, consider this: If you were to put $ 10,000 into a 401 (k) at age 25, do nothing further, and withdraw your balance at age 65, you'd have about $ 217,000 if your investments were to generate an 8 % average annual return.

Putting $ 24,500 per year into a 401 (k) for 10 years would leave you with an additional $ 308,000 for retirement if your investments generate a relatively conservative 5 % average annual return.

Now if millennials could earn the seven per cent average annual return stocks have generated historically (since 1950), they could achieve the common goal of replacing 80 per cent of working income by age 67, merely by saving 13 per cent of annual income.

Finally, by age 30, he decided to start investing, did so with $ 200 per month, and generated the same 7 % average annual return as Now Ned.

My expectation is that stocks will deliver a 4 % real average annual return over the next decade and a mix of high - quality corporate and government bonds will generate a little over 1 %.

If we averaged the return over large, medium and small companies, the best factor was the price - to - book ratio, generating an average compound annual return of 10.92 % compared with 2.25 % for the market over the period.

As an example, contributing $ 300 every month for 35 years will give you an ending balance of over $ 400,000 if your investments generate a relatively conservative average annual 6 % return.

But someone who bought that house in Brantford in 2007 would have generated an annual rate of return of 8.5 per cent over 10 years, better than the 7.1 per cent generated by the average single family home in the Greater Toronto Area over the same period.

While there have been multi-year stretches when stocks have generated comparable - or - better returns in the past — and you can easily find them by consulting the Ibbotson Classic Yearbook — the long - term annual average return for stocks is much lower, about 10 % annualized from 1926 through the end of 2014.

If you own a fund which generates a total average annual return of 6 % p.a. before fees over 30 years, «2 %» annual fees will cost you 33.3 % (on average) of your total return in any given year and 53 % of your total 30 year return!

Some performance highlights of the year included; Rasmala Global Sukuk Fund, which generated a net return for investors of 4.97 per cent; the Rasmala GCC Fixed - Income Fund, which produced a net return of 6.83 per cent and Rasmala Leasing Funds 1 and 2, which have to date paid average annual cash distributions of 12 per cent and 9.2 per cent respectively.

«It has performed well for me over the years, generating a 10.6 % average annual return since inception,» says Tom.

Since 1951 the low PB value decile has generated a compound annual growth rate (CAGR) of 15.0 percent and an average annual return (AAR) of 17.9 percent.

Since 1951 the high dividend yield value decile has generated a compound annual growth rate (CAGR) of 11.4 percent and an average annual return (AAR) of 13.6 percent.

Since 1951 the equally weighted PB value decile has generated a compound annual growth rate (CAGR) of 20.0 percent and an average annual return (AAR) of 25.4 percent.

His point is just that you don't have to settle for a 5 % adjusted annual return on your savings, you may be able to use your creativity and your expertise in ways that generate a return well in excess of the traditional averages.