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-...]
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.)
However, the indicator has been correct 37 of the last 47 years, or 78.7 % of the time,
on a total return basis for the S&P 500.
One popular definition of cheap (i.e., value) has now underperformed growth
on a total return basis for six of the last nine years.
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.
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.
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 to
Total Market Index) and 20 Year Treasuries going back to 1926:
For one ranking we used a regression
based on total shareholder
return (TSR) conducted by HIP Investor.
For fiscal 2009, the Committee established broad performance metrics applicable to all of the Named Executive Officers for this purpose based upon diluted earnings per share, pre-tax return on invested capital and total reven
For fiscal 2009, the Committee established broad performance metrics applicable to all of the Named Executive Officers
for this purpose based upon diluted earnings per share, pre-tax return on invested capital and total reven
for this purpose
based upon diluted earnings per share, pre-tax
return on invested capital and
total revenue.
Vanguard Real Estate (VNQ) has shed 6.0 %
for the year (252 trading days) through last week's close
on a
total -
return basis.
Since
total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case
for this stock having a great 2018 is certainly already there
based on that higher - than - average yield.
On the basis of nominal total returns (including dividends), we estimate zero or negative returns for the S&P 500 on every horizon shorter than about 8 year
On the
basis of nominal
total returns (including dividends), we estimate zero or negative
returns for the S&P 500
on every horizon shorter than about 8 year
on every horizon shorter than about 8 years.
While this only goes back to 1999, it would still be insightful to compare these two indexes
on a year by year and aggregate
basis for total return and volatility to get a true sense of the difference that treasury bond duration makes.
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.
For now, the Strategic
Total Return Fund continues to carry a limited duration of about 2 years (meaning that a 100
basis point move in interest rates would be expected to impact the Fund by about 2 %
on the
basis of bond price fluctuations), mostly in Treasury Inflation Protected Securities.
The title
for the post is
based on the
total return for the portfolios over the last 5 years.
Based on a historically conservative 7 % annualized rate of
return, a $ 5,500 IRA contribution every year
for 30 years ($ 165,000
total) could grow into a nearly $ 520,000 nest egg.
These numbers further enhance the case
for higher - yielding stocks over lower - yielding stocks
based on total return.
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 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.
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.
However, annualized risk, as measured by standard deviation calculated
based on monthly
total return for the same period stood at 15.25 %.
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.
Morningstar rates separate accounts
based on total returns that have not been adjusted
for investment management fees.
The below chart shows the
returns on an annual
basis for the S&P 500, Treasury Inflation Protected Securities (TIPS), 10 - Yr Treasuries,
Total Corporate Bonds, and
Total Commodities.
* The Morningstar percentile ranking is
based on the fund's
total return relative to all funds that have the same category
for the same time period.
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.
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.
Since
total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case
for this stock having a great 2018 is certainly already there
based on that higher - than - average yield.
All
returns for long positions are
based on total return including dividends and capital gains distributions.
The model first calculates the relative performance of the assets
for each timing period
based on total return, and then weights either the rankings or the asset performance
based on user supplied weights
for the timing periods.
For the timeframe beginning in 2002, overvaluation headwinds caused Johnson & Johnson to underperform the S&P 500
on a
total return basis, but only ever so slightly.
Implications
for Required
Return Rates Investors must calculate their total required rate of return (RRR) on a nominal basis, taking into account the effect of infl
Return Rates Investors must calculate their
total required rate of
return (RRR) on a nominal basis, taking into account the effect of infl
return (RRR)
on a nominal
basis, taking into account the effect of inflation.
Based on the experience of Pimco's ETF version of its
Total Return Fund, investors are hungry
for active ETFs.
The 25 % more in bonus rewards consists of 1 Reward Point
for each dollar of Net Purchases (purchases minus credits and
returns) plus an additional 25 % (0.25) in points awarded
based upon the
total points earned
on Net Purchases within a billing cycle (
total 1.25 points)
(Note:
For the reader's information and convenience, follow this link to a FAST Graphs ™ portfolio review of the complete list of the S&P 500 constituents and key fundamental metrics presented in order of highest
total estimated
return to lowest
based on current valuation and estimates of future growth.
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.
The Allocation Fund's Ending Account Value
on the first line in the table is
based on its actual
total return of (8.30) %
for the period of December 31, 2010 (the day the Income Fund commenced operations) to May 31, 2011.
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.
2 Morningstar uses
total returns based on net asset values, instead of market prices,
for the ETF rating.
Select a laddered or actively managed portfolio
based on your preferences
for income generation and / or
total return
Either way, 78.7 %
on a
total return basis or 74.5 %
for stock alone, it is a much better track record than most stock pickers.
Comparing this hybrid bond / equity product to the S&P 500, the performance outshines the equity index which
returned 2.35 %
for May and 4.97 % year - to - date
on a
total rate of
return basis.
Although ProShares Russell 2000 Dividend Growers (SMDV) is too new
for anyone to say that it presents a better small - cap dividend approach, its one - year
total return based on NAV is 13.25 % vs. 2.76 %
for DES.
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 condi
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 condi
return / risk profile
for that asset class, classified
based on prevailing market conditions.
On performance, the NAV -
based 10 YR
total returns for ASP and SLA (shown in the June 30 annual report) were both strong compared to their benchmark.
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.
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.
Rates of
return are time weighted, calculated
on a
total return basis, and annualized
for all periods greater than one year.
Based on my spending patterns, I calculate that the three cash back credit card combination above should yield a minimum
return of about 2.8 % of
total annual spend with very little personal time investment other than knowing the right bonus categories
for each of the three cards.