Sentences with phrase «market on a total return basis»

That September 1, 2000 peak turned out, in hindsight, to be the final high of the bull market on a total return basis.

Not exact matches

A lot of academics have analyzed total market returns based on indices and done Monte Carlo simulations of portfolios with various asset allocations, and have come up with percentages that you can have reasonable statistical confidence of being safe.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

These are the risk premiums over 10, 20 and 30 year time frames based on the annual returns for the total U.S. stock market (represented by the CRSP Total Market Index) and 20 Year Treasuries going back to total U.S. stock market (represented by the CRSP Total Market Index) and 20 Year Treasuries going back tomarket (represented by the CRSP Total Market Index) and 20 Year Treasuries going back to Total Market Index) and 20 Year Treasuries going back toMarket Index) and 20 Year Treasuries going back to 1926:

Even if we don't see outsized price increases in commodities, from a total return perspective, commodity returns will benefit from a change to positive roll yields based on the reshaping and structuring of the fundamental market in commodities.

Last week, the U.S. equity market climbed to the steepest valuation level in history, based on the valuation measures most highly correlated with actual subsequent S&P 500 10 - 12 year total returns, across a century of market cycles.

British Journal of Industrial Relations, 54 (1) 2016, 55 - 82, showing that such companies had higher return on equity than low equity and profit sharing companies, based on a sample representing 10 % of sales and employment and 20 % of total market value of the entire NYSE and NASDAQ comparing companies with broad - based shares to companies without broad - based shares.

Meanwhile, the Projections box indicates that this issue's total return potential to 2018 - 2020 is subpar, compared with the market median of 10 %, but might still appeal to some investors on a risk - adjusted basis.

On the basis of the most reliable valuation measures we identify (those most tightly correlated with actual subsequent 10 - 12 year S&P 500 total returns), current market valuations stand about 140 - 165 % above historical norms.

On the basis of valuation measures most tightly related to actual subsequent long - term market returns, we also estimate that the S&P 500 is likely to be lower 12 years from now, compared with current levels, though dividend income may push the total return just over zero on that horizoOn the basis of valuation measures most tightly related to actual subsequent long - term market returns, we also estimate that the S&P 500 is likely to be lower 12 years from now, compared with current levels, though dividend income may push the total return just over zero on that horizoon that horizon.

Based on particular strength in the precious metals market mid-last week, I reduced the exposure of the Strategic Total Return Fund in precious metals shares, from close to 18 % of assets down to just over 10 %.

In contrast, I've often quoted the Shiller P / E (which essentially uses a 10 - year average of inflation - adjusted earnings) as a simple but historically informative alternative, but I should emphasize that we strongly prefer our standard methodologies based on earnings, forward earnings, dividends and other fundamentals, all which have a fairly tight relationship with subsequent 7 - 10 year total returns (see Lessons from a Lost Decade, The Likely Range of Market Returns in the Coming Decade, Valuing the S&P 500 Using Forward Operating Earnings, and No Margin of Safety, No Room for returns (see Lessons from a Lost Decade, The Likely Range of Market Returns in the Coming Decade, Valuing the S&P 500 Using Forward Operating Earnings, and No Margin of Safety, No Room for Returns in the Coming Decade, Valuing the S&P 500 Using Forward Operating Earnings, and No Margin of Safety, No Room for Error).

The TAVF approach is the same as that followed by private companies not seeking access to public markets for equities; businessmen seeking favorable tax attributes so that they can create wealth on a tax - sheltered basis; most creditors; and all investors who seek in the management of their own portfolios to maximize total return, rather than just invest for interest income and dividend income.

Market Return The total return of an ETF based on its market price at the beginning and end of the holding pMarket Return The total return of an ETF based on its market price at the beginning and end of the holding pReturn The total return of an ETF based on its market price at the beginning and end of the holding preturn of an ETF based on its market price at the beginning and end of the holding pmarket price at the beginning and end of the holding period.

«Since the end of 2015 the MSCI Emerging Market index has outperformed the S&P 500 Index by 19 % on a total return basis,» says Graham.

When you see income coming into your account on a quarterly basis from your portfolio holdings, it allows you as an investor to take your focus a little bit off the up and down gyrations of the market and ask yourself if you're earning a significant portion of your total return from stable income or from stable dividends.

Based on returns for the asset class (not the funds), a Couch Potato that used the total bond market index would have earned at a compound annual rate of 9.27 percent over the last 30 years while one that used inflation - protected bonds would have earned at a compound rate of 9.24 percent.

2 Morningstar uses total returns based on net asset values, instead of market prices, for the ETF rating.

The daily marked - to - market value of a swap is based upon the daily performance of the reference index, which is calculated on a total - return basis • The counterparty to a swap in a Horizon's TRI ETF must maintain the following minimum long - term debt credit rating: A (DBRS), A (Fitch), A2 (Moody's), A (Standard & Poor's).

Final totals are based on assumptions from historical stock market returns that may not prove to be true in the future.

The exposure of Hussman Strategic Total Return Fund to each asset class within the Fund's investment universe is generally aligned with the Advisor's estimate of the expected return / risk profile for that asset class, classified based on prevailing market condiReturn Fund to each asset class within the Fund's investment universe is generally aligned with the Advisor's estimate of the expected return / risk profile for that asset class, classified based on prevailing market condireturn / risk profile for that asset class, classified based on prevailing market conditions.

Total return based on the MSCI All Country World Daily Total Return Index, a free float — adjusted market capitalization — weighted index that is designed to measure the equity market performance of developed and emerging mareturn based on the MSCI All Country World Daily Total Return Index, a free float — adjusted market capitalization — weighted index that is designed to measure the equity market performance of developed and emerging maReturn Index, a free float — adjusted market capitalization — weighted index that is designed to measure the equity market performance of developed and emerging markets.

However, if you are looking for the fund that enhances the risk - adjusted return of portfolio, there isn't enough information to say at this point; it is meaningless to compare a fund with market exposure with a market neutral fund on a total return basis.

The fund may loan portfolio securities to qualified broker - dealers or other institutional investors provided: (1) the loan is secured continuously by collateral consisting of U.S. government securities, letters of credit, cash or cash equivalents or other appropriate instruments maintained on a daily marked - to - market basis in an amount at least equal to the current market value of the securities loaned; (2) the fund may at any time call the loan and obtain the return of the securities loaned; (3) the fund will receive any interest or dividends paid on the loaned securities; and (4) the aggregate market value of securities loaned will not at any time exceed one - third of the total assets of the fund, including collateral received from the loan (at market value computed at the time of the loan).

27) Emotional Marketing Value Analyzer: This analyzer from the Advanced Marketing Institute returns a score based on the total number of Emotional Marketing Value (EMV) words in relation to the overall number of words that are present in your headline.

M&M Mars Inc. (Boston, MA / Los Angeles, CA) 9/2003 — 5/2005 Region Sales Manager • Oversaw all aspects of both the Massachusetts and Los Angeles sales territory for the Mars Inc. brand Flavia, a gourmet, single cup office coffee system • Held responsibility for managing five independent distributor partners, five outside sales representatives, and two customer service representatives, ensuring client service, brand development, market penetration, and profit growth • Led the territory from inception in September of 2003 to $ 3.5 million territory for the calendar year 2005, utilizing a sales team that finished 2004 at 21 % over target and 36 % over target in 2005 • Earned award for territory profitability — based on return on total assets — in 2004, also achieving the ranking of the top territory nationwide based on sales growth and cost reduction