Sentences with phrase «monthly rolling periods»

But in 793 20 - year monthly rolling periods, the large value index beat the large growth index 88 % of the time.

For example, the chart illustrates in the bottom left quadrant that over 1,021 1 - year (12 months) monthly rolling periods, a simulated passive investor in a large growth index beat a simulated passive investor in a large value index 44 % of the time, causing investors to think it might be a toss - up between large growth and large value.

Rolling period analysis enables investors to examine large sets of performance data by dividing returns into monthly rolling periods, instead of traditional calendar year periods with a January beginning and a December ending.

Not exact matches

After the third longest bull market advance on record, fresh deterioration in key trend - following components within our measures of market internals (see Support Drops Away) recently joined this extended, overvalued, overbought, overbullish peak, even as the S&P 500 hovers at the top of its monthly Bollinger bands (two standard deviations above the 20 - period average) and cyclical momentum rolls over from a 9 - year high.

A: For purposes of tracking the worst rolling periods (12, 36 and 60 months) the portfolio is rebalanced monthly.

But even though the I.R.S. assumes the plan will make monthly payments in retirement, which is why it allows people to save so much over a short period of time, owners shut down most of these plans and roll the money in them to a regular retirement account, said Mr. Goldblatt, whose firm advised Mr. Rogers.

The total monthly transfer limit is $ 5,000, which is based on a rolling 30 - day period.

It measured their performance over every one -, three -, five -, 10 -, 20 - and 30 - year period, on a rolling monthly basis, from Dec. 31, 1933, through Dec. 31, 2012.

One important caveat regarding the use of rolling periods is that a single monthly return may be counted in any number of rolling periods, depending on where it occurs in the overall period.

It is, in fact, unlikely that these limitation periods will «roll» in the sense that each monthly failure to pay gives rise to a fresh cause of action.

Bajaj Allianz Life Equity Growth Fund and Bajaj Allianz Pure Stock Fund (key large - cap equity ULIP funds) have managed to beat the benchmark index in 100 % of the rolling period observations (using 3 - year rolling returns over a 10 - year period, with monthly shift).

Bajaj Allianz Accelerator Mid-Cap Fund and Bajaj Allianz Accelerator Mid-Cap Fund 2 (key midcap equity funds) have outperformed the benchmark index in 100 % of the rolling period observations (using 3 - year rolling returns over a 5 - year period, with monthly shift).

Averaging 15 - 18 units monthly in new and pre-owned vehicle sales while maintaining CSI score of 975 or higher during a rolling 3 - month period