Sentences with phrase «on a total return basis as»

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).

Not exact matches

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

Mutual funds are generally more tax inefficient than ETFs and, as a result, are typically more negatively impacted than ETFs when comparing performance based on post-tax returns rather than total returns.

As of April 30, 2014, the Highland Long / Short Healthcare Fund Class A, A-LW, C and Z absolute rankings were 2, 2, 4 and 1, respectively, based on Total Return for the 1 - year period among 246 funds in the Morningstar Long / Short Equity Category.

As of last week, the S&P 500 was priced to achieve an estimated average annual total return of just 5.83 % over the coming decade, based on our standard methodology.

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.

Lipper rankings are based on total return without sales charge relative to all share classes of funds with similar objectives as determined by Lipper.

We studied S&P 500 total returns since 1945 based on their starting valuations, and found that valuations have a big impact on returns, as expected.

Presently, the likely range of S&P 500 annual total returns for the coming decade is in the 2 - 3 % range based on average and median scenarios, with outside possibilities as low as -3 % in the very bearish case and still less than 8 % in the very bullish case.

If it is viewed as a separate asset class, it is invested in based on the total expected return, volatility and diversification it adds to the total portfolio.

German investors, though, found out during this period that on a real - return basis, even T - bills are not immune to total loss during a period of hyperinflation, as inflation can far outstrip the returns investors receive.

Specifically, the SNA is asking to: keep the level of whole grains in the total number of grain foods served at 25 %; avoid further reductions in sodium; eliminate the requirement that kids take fruit or a vegetable with their meal (returning to the old system in which kids could — and often did — pass up those healthful foods); and allow schools to sell on a daily basis a la carte items like pizza and fries, as opposed to the current plan which would allow these items to be sold only on the same day they appeared on the main lunch line.

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).

However, annualized risk, as measured by standard deviation calculated based on monthly total return for the same period stood at 15.25 %.

(On a total return basis, the corresponding loss figures would be -60 %, -55 %, -51 %, -49 % and -42 %, respectively, and would put the total return of the S&P 500 behind Treasury bills as measured from the high of every year since 1998, with the exceptions of 2003 and 2009).

And in rough waters such as 2015, when the S&P 500 returned just 1.3 % on a total basis, XLP delivered nearly 7 % with dividends included.

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.

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.

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

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

Lipper rankings are based on total return without sales charge relative to all share classes of funds with similar objectives as determined by Lipper.

Mutual funds are generally more tax inefficient than ETFs and, as a result, are typically more negatively impacted than ETFs when comparing performance based on post-tax returns rather than total returns.

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

Risk is defined as standard deviation calculated based on total returns using monthly values.

Finally, based on the different rates of return on the chosen asset classes, assign multiple sets of weights to each asset class and compare the total weighted average rate of return under each set of weights with one another and against the expected investment return as defined in the investment goals.

If, as a result of a work - related injury, an individual is unable to perform regular and sustained employment, (i.e. can not return to any type of work on a regular basis), they may be entitled to Permanent Total Disability Benefits (PTD) which are paid weekly at 2/3 of the pre-injury average weekly wage up to a State maximum level until they qualify for normal old - age Social Security Retirement Benefits.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

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.

«U.S. investors dialed back their total return expectations for real estate from 8.7 percent last year to 7.4 percent for this year; however, on a risk - adjusted basis, respondents ranked real estate as the most attractive asset class for the seventh consecutive year.»

According to research by TIAA - CREF Global Real Estate that compares how well various asset types perform as inflation hedges, among 5,000 portfolios with five - year holding periods, but with random starting years from 1978 to 2011, the National Council of Real Estate Investment Fiduciaries Property Index's total returns for commercial real estate beat inflation 84 percent of the time, and by a huge 698 basis points, on average.