Sentences with phrase «lump sum investment scenario»

With moderate amounts of active fund tracking risk (2.5 % / year), for the initial lump sum investment scenario, there was only about a 2 % chance that an average cost active fund would result in a slightly higher terminal value after thirty years versus the low cost passively managed fund.

Not exact matches

To roughly time - align with the lump - sum scenario, the spread investment scenario assumed that the terminal investment would take place in 2012.

In the lump - sum scenario, the terminal investment could be made from January 2012 to April 2013 (that is because as of this writing, monthly data through April 2014 are not yet available).

You forgot to point out that in three of the four scenarios, dollar - cost averaging beat a lump sum investment.