Sentences with phrase «on a total return basis»

Rates of return are time weighted, calculated on a total return basis, and annualized for all periods greater than one year.

Our analysis is outside those concerns because everything here is done on a total return basis, which includes dividends.

We fully expect stocks to lose value over this horizon on a total return basis, given present valuations.

More commonly, they would be ranked against their competitors on a total return basis.

Those taking Path 2 did great on a total return basis, making 32 % plus dividends, but it required buying at a point of near - maximum risk.

For the third quarter, T. Rowe reported growth in earnings and assets under management, and said 84 percent of its mutual funds beat Lipper averages for similar funds on a total return basis for the three - year period ending in September.

As of Feb. 29, only one of the companies that completed IPOs in 2010 or 2011 had managed to outperform the SNL US REIT Equity Index on a total return basis since the respective dates of the companies» IPO completions.

But don't index funds outperform the majority of managed funds on a total return basis (especially since their overall costs are much lower)?

Hamblin Watsa emphasizes a conservative value investment philosophy, seeking to invest assets on a total return basis, which includes realized and unrealized gains over the long - term.

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

Nevertheless, having some exposure to international ETFs has proven to be a positive divergence from U.S. stocks on a total return basis in 2015.

The index itself is down over 35 % year - to - date (it's down 28.75 % on a total return basis as of yesterday's close).

Investors have a short memory at times, so it's easy to forget that everyone hated U.S. stocks in the middle part of the last decade as foreign stocks, led by emerging markets, were up almost three times as much on a total return basis:

TLT is now up 0.4 percent year - to - date on a total return basis, having been down as much as 7.5 percent in June.

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

BTW — On a total return basis versus the S&P 500, AVISX is +2.82 over ten years, +.56 over 5 years, +.69 over three and -3.90 over the last year.

In subsequent articles I will conduct some calculations that assume dividends are reinvested annually, but all the portfolio growth and spending assumptions are still on a total return basis.

Truth, what you are doing could be measured on a total return basis, but it wouldn't make a lot of difference.

While decades of consecutive dividend increases are great, they only matter if the underlying stocks have actually outperformed the benchmark on a total return basis.

As of May 31, 2017, the S&P / TSX Composite returned 1.50 % YTD on a total return basis.

As time elapses, scenarios above the lines would represent losses on a total return basis, and below the line would be gains.

What I said one year ago would be a good summary for this year, though Buffett was more upbeat about outcomes this year, with BRK's book value advancing while the S&P 500 fell on a total return basis.

One popular definition of cheap (i.e., value) has now underperformed growth on a total return basis for six of the last nine years.

«We see similar opportunities to drive rental growth, which ultimately trends right for our investors on a total return basis,» Lampi notes.

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

Indeed, office REITs are up 40.65 % on a total return basis over the past 52 weeks.

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-...]

The S&P 500 has gained roughly 29 % on a total return basis since then, as of mid-April 2018.

Fairfax seeks to differentiate itself by combining disciplined underwriting with the investment of its assets on a total return basis, which Fairfax believes provides above - average returns over the long - term.

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.

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.

The Model Portfolio rose 1.3 % on a price return basis and rose 1.5 % on a total return basis.

On a total return basis, the Safest Dividend Yields Model Portfolio (+3.2 %) rose more than the S&P 500 (+2.5 %) and outperformed as a long portfolio last month.

The Model Portfolio fell 0.7 % on a price return basis and rose 0.3 % on a total return basis.

The Model Portfolio rose 1.1 % on a price return basis and 1.8 % on a total return basis.

The Model Portfolio fell 5.1 % on a price return basis and 5.0 % on a total return basis.

On a total return basis, the Safest Dividend Yields Model Portfolio -LRB--2.4 %) fell more than the S&P 500 -LRB--0.6 %) and underperformed as a long portfolio last month.

The S&P 500 rose 0.5 % on a price return basis and 1.0 % on a total return basis.

Since inception, this Model Portfolio is up 9 % on a price return basis (S&P +12 %) and 13 % on a total return basis (S&P +14 %).

From present levels of valuation, we fully expect the S&P 500 to lose value, on a total return basis, over the coming 12 - year horizon.

The most recent rally occurred in December and January, lifting the MLP index by about 15 % and leaving them up about 50 % (or about 65 % on a total return basis) from their early 2016 trough.

Interestingly enough, on a price basis the S&P finished the year basically flat, but on a total return basis, with dividends, was up around 5 %.

The Model Portfolio fell 2.6 % on a price return basis and fell 2.4 % on a total return basis.

This outpaces the S&P 500 ®, which has moved -0.3 % in the same time period, up 0.8 % on a total return basis.

However, the cash dividends paid out over the time period were $ 7.14, and on a total return basis, there was a net gain of $ 1.45 (+ $ 7.14 in cash dividends minus $ 5.69 in stock value decline).

After investigating and writing about ETFs for years, I've found a few of my favorite funds, funds that I believe will best the benchmark (the S&P 500 (SPY)-RRB- on a total returns basis, and potentially on a risk - adjusted basis, too.

Investors who purchase these funds in equal quantities would have a good mix of large and small cap U.S. stocks that would likely beat or exceed the performance of the S&P 500 on a total returns basis.