Sentences with phrase «greater than average returns»

They know that expanding outside their comfort zone will eventually bring greater than average returns.

Not exact matches

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.

A beta of 1.00 indicates that the fund's returns will, on average, be as volatile as the market and move in the same direction; a beta higher than 1.00 indicates that if the market rises or falls, the fund will rise or fall respectively but to a greater degree; a beta of less than 1.00 indicates that if the market rises or falls, the fund will rise or fall to a lesser degree.

While smaller - company stocks tend to be more volatile than the stocks of larger firms, studies indicate that their average long - term returns have been greater.

While there's a great deal of variation across individual market cycles, that's roughly the historical average for a 5.25 year market cycle: a 135 % gain, a 30 % loss, and a 65 % full - cycle return (about 10 % compounded annually, with the full - cycle return coming in at less than half of the bull market gain).

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

The low interest rate environment may also have encouraged a shift in investments towards hedge funds as, in the past, hedge funds have achieved higher average returns than traditionally managed investments, albeit in exchange for greater risk.

We like the Capital One ® Venture ® Rewards Credit Card since it's a great all - around travel credit card with minimum fuss and a higher than average rate of return for travel rewards.

The table shows the average stock, bond and inflation conditions that have historically been associated with expected policy portfolio returns of greater than 10 % and less than 6 %, along with today's values for these conditions.

Table 1 shows the excess returns for a number of valuation metrics within the U.S. Large Stocks universe, stocks trading in the U.S. with a market capitalization greater than average from 1964 to 2015.

Back in 1980, an investor would have still seen a return greater than 8 % over the following 12 months because the average yield on a core bond fund was more than 13 %.

When the cyclically adjusted P / E of the S&P 500 has been greater than 28, average annual returns over the next three years has only been 0.7 %.

However, to simplify the screen I did not require an ETF to be ranked above the combined return of SHY; rather, an ETF simply needed the average of its 13 week / 26 week / 52 week total return to be greater than 0 % (the «absolute» momentum filter).

For periods greater than one year, the indicated rates of return are the average annual compound total returns as of the date indicated and all returns include changes in unit value and the reinvestment of all distributions and do not take into account sales, redemption, distribution or other optional charges or income taxes payable by any unitholder that would have reduced returns.

One that has a rate of return that is potentially 700x greater (current average savings account is.01 %) than average.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

Since January of 1992 or over about 16 years, the Growth Portfolio from this personal investing newsletter apparently had delivered average annual returns that were 2.27 % greater than the Wilshire 5000 index.

He found, for instance, that between 1952 and 2003, returns for stocks with market caps of $ 100 million to $ 250 million averaged 16.4 % annualized; returns for those with market values between $ 500 million and $ 1 billion averaged 13.9 %; for those greater than $ 1 billion, 13.1 %.

The ETF with the highest average relative strength must also have an average 3/6/12 total returns greater than the 3/6/12 total returns of the cash ETF.

Bonds have had an average annual return greater than 7 %, and they have been a safe haven during times of crisis.

Performance reflects cumulative total returns for periods of less than one year and average annual total returns for periods of one year or greater.

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.

[Note 3] Studying the period from 1926 to 1971, they concluded that «over the long run stock portfolios with lesser variance in monthly returns have experienced greater average returns than their «riskier» counterparts».

So, if the option premiums paid are cumulatively greater than the guaranteed minimum return, the product should return more than the minimum on average — but likely not much more on average.

The projected 10 - year rate of return (calculated using the current price and the projected price in 10 years based on the sustainable growth rate, projected book value per share and earnings per share, and historical average price - earnings ratio) is greater than or equal to 15 %

If the distribution of prices is skewed to the right with a long right hand tail, the average return across all the stocks will be greater than the median return.

An upside ratio greater than 1.00 means the manager is, on average, capturing more of the positive returns than the benchmark during these up periods.

From 2000 through 2015, the Sound Advice model portfolio has produced an average investment return of 11.1 percent annually, as compared to 2.2 percent annually from the S&P 500 over the same period, for an annual percentage return in excess of 5 times greater than the S&P 500.

The first filter looks for companies with a current return on equity (earnings per share over the latest 12 months divided by book value per share as of the latest quarter) greater than the post-World War II average of 14 %.

A thirty year mortgage is a great thing at these rates (I wish I could get a 50 year mortgage), especially if inflation returns to its historical averages of 3 — 4 % or higher, and if you can invest the difference between the monthly payments for the 15 and 30 year mortgage and earn more than 3.88 % on that money you will be much better off than if you'd gotten a 15 year mortgage.

Each and everyone one of these avenues provide an opportunity to meet someone whose individual return on investment is multiples greater than the average.

A rightly timed average post can give you better return than a great post, timed at a not - so - good slot.

* Given the leverage in purchasing a home, the average return on a 5 percent down payment over 10 years is usually three to five times greater than stock market returns.

I've acquired and successfully managed dozens of residential and multifamily properties across the United States with an average cash - on - cash return greater than 20 % in the first year.

Being a private money lender to real estate investors is a great way to get a better than average return on your money.

At times when the yield spread was greater than 180 basis points — that is, when REIT dividend yields were extraordinarily low, reflecting REIT stock prices that were especially high relative to their current distributions — REIT performance over the next year tended to be weak, with total returns that averaged 6.98 percent and underperformed the broad stock market by 1.84 percentage points.

To take the extreme case, it's very rare for the Baa - rated corporate bond yield to be less than the average REIT dividend yield: that has happened only at times when investors were most dramatically avoiding REITs, most recently in March 2009 at the lowest point of the Great Financial Crisis — and in the 12 months following that episode, those investors who bucked the market and bought into REITs were rewarded with total returns that exceeded 100 percent.