Sentences with phrase «highest average monthly return»

The fund had the highest average monthly return relative to peers in months when equities sold off.

Not exact matches

Aside borrowers, investors benefit from regular monthly returns at an average rate of 15.5 per cent, which is significantly higher than other asset classes.

The point I'm trying to make... I will continue to make monthly buys at market highs and market lows as over time it all averages out and being a dividend growth investor I'm looking to take advantage of time in order to maximize my compounding returns.

Such timing is a difficult in reality, and you'll often be better investing monthly through the highs and the lows for average returns, or rebalancing according to pre-set asset allocations.

Over the entire sample period, the average daily / weekly / monthly returns of the world stock index are higher than those of gold, and gold returns have higher standard deviations than stock returns.

They also provide relatively high monthly income because part of the payment is the return of your capital plus the return of capital «from those who died at a younger age than average,» explain Warren MacKenzie and Ken Hawkins in The New Rules of Retirement.

Historically, the S&P / TSX Capped REIT Income Index exhibited higher best monthly returns, average monthly returns, and maximum rolling 12 - month returns compared with the benchmark.

Average monthly excess returns for July are higher than any other month, and this is found to be statistically significant (see Exhibit 1).

Next is the Canadian Balanced Funds category, where you'll find that the Manulife Monthly High Income has achieved consistent, above - average returns.

25 years is a long time for a cycle to turn, but I'm reasonably confident that the high BM strategy will again generate average monthly returns in line with the long - run average on yesterday's chart, which means average monthly returns in the vicinity of 1.2 % to 1.4 %.

The top quintile of low volatility stocks delivered average monthly excess returns of.52, whereas the top quintile of high volatility stocks delivered excess returns of.17, a 300 % difference.

In the balanced category, the Manulife Monthly High Income tops the list for the second year in a row with consistent above - average returns.

We calculated the monthly returns for the value vs. growth portfolio to be equal to the average of the five high BE / ME portfolios minus the average of the five low BE / ME portfolios in the dataset referenced above.

It maintains an approximate normal distribution that accumulates to an average 1.14 % monthly fair return over 600 months, but with a standard deviation of 4.67 %, which is a high level of short - term volatility.

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.