Sentences with phrase «month on total return basis»

Finally, if the S&P 500 finishes with a positive gain during December, it will complete the first full calendar year since at least 1926 without a single down month on a total return basis — which includes dividends.

Our Safest Dividend Yield Model Portfolio outperformed the S&P 500 last month on total return basis and underperformed on a price return basis.

Not exact matches

Based on historical returns, if you start investing $ 100 per month today for the next 40 years (a total of $ 48,000 in out - of - pocket investment), you are estimated to have roughly over $ 600,000 in your portfolio.

On a total return basis, the Safest Dividend Yields Model Portfolio (+0.3 %) rose less than the S&P 500 (+2.9 %) and underperformed as a long portfolio last month.

On a total return basis for the month, 10 of 11 sectors lost, which has only happened in 12 of 342 months or 3.5 % of the time (all 11 lost together in 13 months for a Read more -LSB-...]

A subscriber requested confirmation of the performance of a simple momentum strategy that each month selects the best performing debt mutual fund based on total return over the past three months.

SACEMS each month picks winners from the following set of exchange - traded funds (ETF) based on total returns over a fixed lookback interval:

We compare original (SACEMS Base) and modified (SACEMS Granular), each month picking winners from the above set of ETFs based on total returns over a fixed lookback interval.

This strategy each month picks winners from the following set of exchange - traded funds (ETF) based on total returns over a specified lookback interval:

Despite this, on a trailing 12 month basis, the index still maintains a positive 17.1 % total return.

The S&P SmallCap 600 index posted a total return of 1.03 % for the month while the S&P 500 was up 0.38 % on a total - return basis.

You will earn an additional 20 % mobile wallet transaction bonus cash reward above the base earn of 1.5 % on net purchases (purchases minus returns / credits) only, for a total of 1.8 % cash rewards during the first 12 months from the date the account is opened.

On a total return basis, the S&P 500 Index closed higher in every month of 2017, while its forward price - to - earnings (P / E) ratio is at 18.6 — a level last seen in the technology bubble of the early 2000s.2

If you look at periods where the price / peak earnings multiple was 16 or higher on the S&P 500, the final rate hike of a tightening cycle was actually associated with losses on an annualized total return basis, averaging -7.18 % over the following 6 months, -9.94 % over the following 12 months, and -5.87 % over the following 18 months.

The Lipper ratings are subject to change every month and are based on an equal - weight average of percentile ranks for the Total Return, Consistent Return and Expense metrics over three -, five -, 10 - year and overall periods.

All of the PowerShares DB Crude Oil ETNs are based on a total return version of the Deutsche Bank Liquid Commodity Index — Oil, which is designed to reflect the performance of certain crude oil futures contracts plus the returns from investing in 3 month United States Treaury Bills.

On a total return basis for the month, 10 of 11 sectors lost, which has only happened in 12 of 342 months or 3.5 % of the time (all 11 lost together in 13 months for a total of 25 or 7.3 % of months where 10 or 11 lost together.)

The Fairholme Fund's Ending Account Value on the first line in the table is based on its actual total return of 1.86 % for the six - month period of December 1, 2010 to May 31, 2011.

Guaranteed to earn investors up to 40 percent total return per month, BitConnect followed a four - tier investment system based on the sum of initial deposit — the more cash you put down, the bigger and faster profits you could rake in.

The FTSE NAREIT All REITs Index gained 6.69 percent on a total return basis in the first seven months of 2017.