Sentences with phrase «larger than average returns»

My increased exposure to risk has enabled me larger than average returns.

Not exact matches

Reinganum found that the portfolio containing the smallest firms realized an average rate of return more than 20 % higher than the portfolio containing the largest firms.

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.

US large - cap stocks returned more than 9 percent in the first half of 2017, the most since 2013, and although prices are close to all - time highs, analysts are of the opinion that valuations are not very expensive for a majority of these stocks, as stronger earnings upped the price - to - earnings ratio, which has generally remained above average for quite a few years.

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.

I am slightly tilting my portfolio towards smaller caps since small - cap stocks averaged an annual return 2.20 percent higher than large - cap over the long - run.

In those 33 periods, large - cap value stocks had an average compound return of 15.3 %, and each period was more than 10 %.

This fabulous return comes at a significant cost: the market value of equities declines by an average of 14 % in any one year, and seven times since WWII has declined by more than 20 %; the average of these larger declines is 30 % or so, and the largest was 57 % in 2009.

To put that in other words, what they show is how well each fund did compared to the rest in their class, on the basis of their total returns after discounting sales charges, loads and redemption fees, and including a «penalty» if the fund experienced larger price fluctuations, in average, than its alternatives (or a plus if it suffered smaller ones).

That answer for investors in Multi-Cap Opportunities, which Nackenson has run since December 2009, has been an average annual return of 17.6 % over the past three years, better than 97 % of all large - blend funds.

Overall, large - cap stocks have returned an average of 10.4 % per year from 1926 to 2003 — quite a bit higher than bonds.

If stock returns are skewed to the right, portfolios with fewer stocks are more likely to underperform than portfolios with more stocks, because larger portfolios are more likely to include some of the relatively small number of stocks that elevate the average return.

Over the last 5 years, an investment of INR 1 lakh in an average mutual large - cap fund would have become a corpus of INR more than 2.02 lakhs with an annualized return of 15.24 percent.

Comparatively, investment of same amount in an average ULIP large cap for the same time period would have yielded annualized return of 14.41 percent and grown to more than INR 1.95 lakhs.

I am tilting my portfolio towards smaller caps since small - cap stocks averaged an annual return 2.20 percent higher than large - cap over the long - run.

Our goal is to achieve better than average returns by concentrating on asset allocation risk management (avoiding large drawdowns) and owning the best dividend growth stock opportunities (margin of safety).

The investors receive larger - than - average returns and get the satisfaction of helping someone.

While this seems like a reason not to invest in a student's education, the average student still benefits economically from investing in education, but using only creditworthiness as criteria for loan qualification leaves out a large pool of candidates (from low - income origins) despite an average positive return from investing on a degree A targeted approach known as «forward - looking underwriting» determines a borrower's qualifications based on more factors than just credit history (considered backward looking).

Over the past decade, it has returned an average of 8.2 % a year, ahead of the S&P 500's 7.5 % annualized return and better than 85 % of the funds in the «large blend» category.

My question is this... The average annual returns for the Mainstay are much larger than the Vanguard...

In the three equity fund categories — Indian Equity Large - Cap, Indian ELSS, and Indian Equity Mid - / Small - Cap — the asset - weighted average fund returns were higher than their respective equal - weighted average fund returns over the 10 - year horizon.

¹ Since 1928, the average annual return of large US Company Stocks has been a little better than 9.5 %.

By holding a low - expense index funds, you'll capture a larger share of market returns than most investors, who incur higher costs on average.

In fact, the data of last ten years have shown that balanced funds have given better returns than large - cap funds (on an average, 9.75 percent for balanced funds, while it is 8.46 percent for large caps).

The solar cycles that we had in the 20th century, before 24, were larger than average, so there is no reason to expect a return to them.