Sentences with phrase «large cumulative returns»

«Not only does diversification reduce the variance of portfolio returns, but non-diversified stock portfolios are subject to the risk that they will fail to include the relatively few stocks that, ex post, generate large cumulative returns.
The longer the time horizon and the larger the cumulative return, the more of your return lost to fees.

Not exact matches

In the future you might have to wait even longer than 4 or 5 years to see superior cumulative returns using an equal - weighted large cap index fund.
We display in Table 2 the average geometrically chained cumulative returns of the long - only portfolios of small and large stocks.
At first glance, this chart would seem to further support that small caps are better, because the ratio of small cap over large cap cumulative return is almost always above one, but this is because «cumulative» returns are being compared here.
Interestingly, this phenomenon reversed in large stocks, with B / M - based strategies producing slightly higher cumulative returns in large stocks.)
While the six - year annual returns for these funds were hardly horrible, both groups did lag the 4.3 % annual return of the stock market, as measured by the largest S&P 500 Index Fund, which provided a 29 % cumulative gain.
The average annual returns of 53 % earned in the bull market by a group of the largest sector funds were followed by returns of minus 31 % a year in the bear market, a net annual return of 3 % and a cumulative gain of 19.2 %.
In the chart, the lag cumulative RealAlpha ™ curve is permanently offset from the regular RealAlpha ™ due to a large difference between the fund's and reference portfolio's returns in January 2008 -LRB--10.7 % vs. -5.2 %).
25 years of neuter / return has effect comparable to reducing average litter size from four kittens to one MOUNT RANIER, Maryland ---- The largest return of data yet from a national survey of cat rescue and sterilization programs shows a cumulative reduction of 72 % in kitten births at monitored colonies since the introduction of neuter / return feral cat -LSB-...]
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