Sentences with phrase «index year ends»

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From the start of 2005 through the end of 2014, it delivered a total return of 746 %, or 23.8 % per year, compared with a 20.6 % annual return for the S&P railroad index and 7.7 % for the broader market over that time.

And through the decade ended in 2015, (the last year for which such results are available) colleges also trailed a passive stock and bond index.

Just five months earlier, the index was valued at half that amount, and by the end of the roller - coaster year it would again be down by half.

The MSCI Emerging Markets Index is tracked by an estimated $ 1.6 trillion in assets, as of the end of June last year.

The index also snapped an eight - day winning streak — its longest in four years — and also ended a streak of six straigh record closes, the longest such streak since 1997.

Canadian consumer confidence dipped in the two weeks prior to the striking of the deal, according to the new Bloomberg Nanos Canadian Confidence Index, but that was coming off a two - and - half year high at the end of September.

During the 20 - year period ending in 2012, the S&P 500 index returned an annual average of 8.21 percent, but the average person who invested in stock - market mutual funds earned only 4.25 percent.

The group expects that to translate into stock market gains that will propel the S&P 500 index to 2,050 by the end of this year, and 2,167 by the end of 2015.

Bonds, as measured by the Vanguard Total Bond Market Index ETF (BND), were down more than 2 percent year - to - date through the end of February.

The analysis used to calibrate next year's index view involves nine different methods, including a normalized earnings yield gap approach, the P / E Bulls - Eye, currency measures, and consumer confidence, which supports a 1,900 year - end result for the S&P 500 - 4 % above the previously released June 2014 expectation of 1,825.

In August, the investment firm Richard Bernstein Advisors compared the performance of the average investor — based on the monthly flows of money in and out of mutual funds — against a variety of stock indexes, commodities and other asset classes over a 20 - year period ending Dec. 31, 2013.

The bank's MOVE Index of volatility in the world's largest bond market was at 82.7 on May 29, up from 75.3 at the end of April and compared with an average of 77.6 over the past five years.

Over a 12 - month period (ended June 30, 2017), global hedge funds, as measured by the HFRX Global Hedge Fund Index, delivered decent gains of 6.0 % in US dollar terms.1 That's a vast improvement in the performance of these alternative investments from the prior two years.

After all, from January 2009 through the end of last year, the Dow Jones industrial average more than doubled, and Standard and Poor's 500 - stock index increased by nearly 130 percent.

High - yield bonds delivered another year of strong performance in 2017, with the benchmark Bloomberg Barclays US Corporate High Yield 2 % Issuer Capped Index returning 7.2 % as we approached year - end.

As for stocks, BofA - Merrill's year - end target for the S&P 500 index is 1450, compared with its open on Friday at 1330.

In the first quarter of 2015, for example, the CoRI Indexes showed that the estimated cost of future lifetime income for 55 - year - olds climbed by 11.78 % in the 12 months that ended March 31.

The likelihood of an interest - rate increase in Canada by the end of the year was at 41 percent on Wednesday, according to overnight index swaps data compiled by Bloomberg.

In April, the S&P 500 (TR) gained 0.4 %, ending its first consecutive monthly loss in almost two years, but the index is still down 0.4 % year - to - date (ending April 30, 2018.)

Our Investment Strategy Report published on March 19 compared equity and bond yields over multiple business cycles and found that the 10 - year Treasury yield might have to sustain levels exceeding 3.5 % (far above what we believe is likely this year) before compelling a year - end 2018 S&P 500 Index target range below our current year - end target of 2800 - 2900.2

The fund has no targeted maturity, but does target a duration within 10 % of the Bloomberg Barclays U.S. Corporate Investment Grade Bond Index, which as of the end March was 7.5 years.

By the end of 2016, these six countries had a 73 % weighting in the MSCI index (which today includes 24 countries representing about 10 % of world market capitalization) but their rolling five - year average growth rate had fallen close to 3 % — and in the last year, to 1.5 % due to downturns in Brazil and Russia.

In the 10 - year period ending in 2015, 82 % of large - cap funds failed to beat the index.

In my year - end letter I bemoaned the fact that volatility had all but disappeared from the markets, and trillions had been invested in index funds with little regard to valuation.

The yellow metal ended the year up a little more than 13 percent — its best year since 2010 — while gold stocks, as measured by the NYSE Arca Gold Miners Index, gained more than 11 percent.

Finally, for the Funds» fiscal year ending September 30, the return to the Fund was 18 %, while the Lipper Index returned 12 %.

From February 11, 2016 through the end of the fiscal year, the Fund returned 25.15 %, while the S&P 500 ® Index rallied 17.99 %.

According to Bloomberg data, by the end of the third quarter, the MSCI Emerging Markets Index was down 15 percent year - to - date.

December was another solid month for European high - yield debt, with Barclays's benchmark cash index tightening by 40 basis points, ending the year at a new post-crisis low.

Home prices rose 5.5 % in the 12 months ending last November, a strong showing following a 4.3 % year - over-year increase reading the month before, according to the S&P / Case - Shiller home - price index.

The CBOE volatility index ended the year about 12 %.

Meanwhile, the employment cost index (ECI)-- which is compiled by the Bureau of Labor Statistics on a quarterly basis — suggested relatively solid 2.8 % gains in wages in the year to end - March.

Overall, the indexed annuity market cooled significantly at the end of last year as fourth quarter sales fizzled 13 percent to $ 14 billion compared with the year - ago period, according to industry tracker LIMRA Secure Retirement Institute.

In previous midterm election years, the S&P 500 Index has experienced a sell - off early in the year — and on average, ends the first three quarters flat to slightly lower (as of this writing, the S&P 500 Index price is nearly unchanged year to date).

Markets also turned lower south of the border on the final trading day of 2015 year, although U.S indexes ended mixed year over year.

In all, the Dow Jones Industrial Average, which has about quadrupled since the bear market lows of early 2009, pushed ahead by more than 25 % in the just - ended 12 months, with the S&P 500 Index close behind with a full - year advance of about 20 %.

For the Fund's fiscal year ended September 30, results were up 10.4 %, compared to 10.5 % for the Lipper index.

An investment in the S&P 500 Index, the most widely followed measure of large stocks, earned a total return of 5.75 percent a year through the end of September, two months shy of a full seven - year holding period.

It presently expects the index to end the year at 1,325 instead of 1,395.

For example, after the China stock market crash of July, 2015 when the Shanghai stock market fell by 30 % within three weeks, it was reported that by the end of the same year, the Shanghai Composite Index increased by 12.6 % making it to out - performed S&P for 2015.

Most investors accept the idea that seasonal trends in commodities exist and are also quite open - minded with respect to recurring phenomena such as the year - end rally in stock indexes.

Invest it all in stocks (S&P 500 index fund) and at the end of the year your $ 1,000 is worth $ 903.

For instance, this year through the end of November, EM debt in USD, as represented by the J.P. Morgan EMBI Global Index (EMBIG), returned 2.77 percent, outperforming EM equities, as measured by the MSCI Emerging Markets Index.

The Oakmark Global Select Fund returned 26.4 % for the fiscal year, ended September 30, 2017, outperforming the MSCI World Index, which returned 18.2 % for the same period.

Gold finished the year up 8.5 %, silver 14.9 % and GDXJ junior mining stock index was up Read more about Looking Back: 2016 Year End Letter -LSB-year up 8.5 %, silver 14.9 % and GDXJ junior mining stock index was up Read more about Looking Back: 2016 Year End Letter -LSB-Year End Letter -LSB-...]

Upstream price pressures have subsided to some extent, with year - ended growth in the corporate goods price index of 3.5 per cent in March, down from 9.6 per cent in September last year.

This carries particular resonance today because of how abnormally long the current market cycle has become: Despite the recent sell - off, the S&P 500 Index hasn't seen a bear market since the financial crisis ended more than nine years ago.

Kostin's team has a generally bullish market view but sees the index already past the level where it will end the year — Goldman has a 2,100 target though it says 2,150 is possible before a pullback occurs.

In the week ending 12 January, 2018, the HFRI Fund Weighted Composite Index had a perfect year and is up 8.5 % in 2017 (+0.9 % in December).

Investor sentiment in emerging markets was at a 20 - year low at year - end, and an index of emerging market stocks was the cheapest ever on trend - earnings multiples, suggesting that, in at least some instances, concerns may be adequately discounted.