Sentences with phrase «gross returns»

From 2002 to 2017, our balanced and growth portfolios achieved average annual gross returns of 6.3 % and 7.2 % with just 5.6 % and 7.2 % volatility, respectively.

The expected gross return on the index fund is 6.5 percent, but the employee pays trading and administrative costs of 0.5 percentage points, for a net return of 6 percent.

Only the fees and expenses that the life insurance company charges is deducted from gross returns.

The portfolio's gross return before commissions and fees measured 74 %.

In an equity fund where the historical gross return might be 10 %, a 1 % expense ratio will consume approximately 10 % of the investor's return.

However, in most types of accounts we do not get to keep gross returns.

You need to consider the net tax adjusted returns and not just gross returns from your investments.

The difference between gross return and the target equals skill.

In most cases they will be announcing their returns before expenses, called gross returns.

In a money market fund where the historical gross return might be 5 %, a 1 % expense ratio will consume approximately 20 % of the investor's historical total return.

Our clients have achieved an average gross return in excess of 8.0 % p.a. in each of 2015, 2016, and 2017 to date.

Based on 2015 data, the average yield for dryland hemp was 1,074 lbs / acre at $ 0.74 per pound and had an average gross return of $ 805CDN / acre.

The Sargon Portfolio (a designated portfolio of assets co-managed by Brett Icahn and David Schechter within the private investment funds comprising Icahn Enterprises» Investment segment and High River Limited Partnership, subject to the supervision and control of Carl Icahn) has generated annualized gross returns of 36.9 % since its formation on April 1, 2010 through April 30, 2015 with $ 8 billion of assets under management as of April 30, 2015.

The panel has suggested to «lower the mandatory proportion of G - Secs» in the Life Fund and the Pension and General Annuity Funds and allow for higher exposure in alternative higher - yielding assets (like equity or property) or high rated corporate bonds» to help insurers generate a high gross return on investments so that insurance savings products can compare favourably in the financial savings space.

It's also assumed that the investor pays a 25 % marginal tax rate on the gross investment earnings each year (i.e., the assumed gross return of 8 % per year, compounded monthly, is reduced by 25 %).

The big driver here will always be time, rather than return — even a v small Gross Return looks extraordinary on a Gross IRR basis if the timeline involved is v short.

On homes flipped in the second quarter, investors averaged a gross profit of more than $ 46,000 per flip on homes, a 21 percent gross return on initial investment, RealtyTrac reports.

It's been tough going, but I've managed to increase my holding from 1.1 % to 2.6 %, with little impact on my expected gross return (now 16.1 %).

Therefore, assuming a similar rewards rates on both cards, the PenFed Power Cash Rewards will provide consumers with the better short - term value, and a bigger gross return on spending overall.

In comparison, the lower fee fund (which earns the same gross return) will be worth # 160,768.

Kleiner Perkins is believed to be the company's largest outside shareholder, with one source saying that it will generate around a 20x gross return on its investment.

They measure predictive power via the difference (in excess of the risk - free rate) between the average future gross returns of the fifths (quintiles) of stocks with the highest and lowest net sentiments.

Fees and carry bump that number to 3x gross returns.

If he can generate a 17.5 pct gross return, Breakingviews pegs his share at some $ 40 mln a year over a decade.

Gross return reflects skill together with the manager's positioning.

Quarterly and annual gross returns for the strategy were negative 3 % and positive 1 % respectively.

Assuming a 7 % gross return over the next 20 years and factoring in CPP and OAS, Kerchner is looking at a shortfall of about $ 100,000.

Charles, you're right, it depends on whether you look at gross returns, or net returns after MERs are taken in to account.

Multiyear holding periods may result in lower gross returns, but they are more tax and cost efficient.

QEP International Value targets gross returns of +3 % above international indices such as the MSCI ACWI ex US ** over the full economic cycle.

The additional indices of the STOXX Select and STOXX Diversification Select index family are calculated in price, net and gross return versions and are available in euro, US dollar and Swedish krona.

Obviously your potential gross return will generally decrease hand in hand with the level of risk (but your expected value and IRR will likely improve).

This is the definition of Gross IRR — it's just Gross Return presented on an annualized basis.

Now, let's imagine Risk Arb nirvana — assume for the next year we always have another equally good deal lined up whenever we exit a deal — our actual Gross Return for that year would compound up to about 261 %..!

That brought the full year gross return for our closed end funds to 9 % in 2014, as compared with 22 % in 2013 and the 20 % IRR since inception.

Across our closed - end funds, we rebounded slightly from the third quarter's blended gross return of minus 1 % to the fourth quarter's plus 1 %.

This lag will be due to the inferior gross returns of their sub-optimal investment strategies, which are primarily attributable to their unnecessarily high investment costs and taxes.

The following chart illustrates gross returns of the same example over time:

Over the past year, investors made gross returns of 18.5 %.

The Sargon Portfolio (a designated portfolio of assets co-managed by Brett Icahn and David Schechter within the private investment funds comprising Icahn Enterprises» Investment segment, subject to the supervision and control of Carl Icahn) has generated annualized gross returns of 36.5 % since its formation on April 1, 2010 through September 30, 2014 with $ 6.6 billion of assets under management as of September 30, 2014.

Larger than needed premium payments may help you stop paying your insurance premiums earlier than otherwise needed, or may create a higher internal rate of return, or higher gross return in the policy for your benefit.

Your returns: BondMason clients have achieved a an average gross return in excess of 8.0 % p.a. from April 2015 to April 2017 (before fees).

«Fundrise is giving accredited investors a chance to buy into the bonds with a minimum investment of $ 5,000, and it anticipates an annual 5 percent gross return and a hold period of five years.»

Therefore, assuming a similar rewards rates on both cards, the PenFed Power Cash Rewards will provide consumers with the better short - term value, and a bigger gross return on spending overall.