Sentences with phrase «on a total return basis in»

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

Not exact matches

While in office, he took revenues at the company from $ 1.2 billion to over $ 47 billion with a total shareholder return of 1632 %, or 15 % on an annualized basis.

In 2013, the OMP gained 8.6 % on a total - return basis.

Kelly received a raise of only 25 % in 2014, based on figures provided to Fortune by Equilar, despite delivering a total stockholder return of more than 126 % to shareholders.

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.

Even if we don't see outsized price increases in commodities, from a total return perspective, commodity returns will benefit from a change to positive roll yields based on the reshaping and structuring of the fundamental market in commodities.

Still, we can expect a certain amount of day - to - day volatility in the Strategic Total Return Fund based on the day - to - day fluctuations in precious metals shares.

The pool returns are based on the total returns of the underlying mutual funds in each pool, minus operating expenses of Schwab Charitable.

Last week, the U.S. equity market climbed to the steepest valuation level in history, based on the valuation measures most highly correlated with actual subsequent S&P 500 10 - 12 year total returns, across a century of market cycles.

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

Gorman's long - term incentive awards will convert into shares in 2017, based on meeting targets related to return on equity and relative total shareholder return, according to the filing.

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.

You added nearly 20 % in total returns by buying on a regular basis.

Strategic Total Return continues to carry a duration of about 3.5 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 3.5 % on the basis of bond price fluctuations), and holds about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

Hartford Schroders Tax - Aware Bond Fund uses a value - driven approach to seek total return on an after - tax basis by investing in a portfolio of predominantly investment grade, fixed - income securities.

After - tax average annual total returns represent the average change in value of an investment on an annualized basis.

Based on our standard methodology (elaborated in numerous prior weekly comments), we presently estimate that the S&P 500 is priced to achieve an average total return over the coming decade of just 3.15 % annually.

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

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.

That was a bit worse than even the estimate based on a terminal P / E of 7, because the brutal 1974 bottom formed a sharp but temporary «V.» In contrast, in the 10 years beginning in 1990 (when the price / peak - earnings ratio was close to 11), the S&P 500 achieved a total return of fully 20 % annuallIn contrast, in the 10 years beginning in 1990 (when the price / peak - earnings ratio was close to 11), the S&P 500 achieved a total return of fully 20 % annuallin the 10 years beginning in 1990 (when the price / peak - earnings ratio was close to 11), the S&P 500 achieved a total return of fully 20 % annuallin 1990 (when the price / peak - earnings ratio was close to 11), the S&P 500 achieved a total return of fully 20 % annually.

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.

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-...]

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.

Based on particular strength in the precious metals market mid-last week, I reduced the exposure of the Strategic Total Return Fund in precious metals shares, from close to 18 % of assets down to just over 10 %.

Strategic Total Return continues to carry a duration of about 3 years in Treasury securities (meaning a 100 basis point move in interest rates would be expected to impact Fund value by about 3 % on the basis of bond price fluctuations), with about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

And in a bowl loss to Appalachian State, they were dominant on a per - play basis (6.9 yards per play to 5.1) but gave up a kick return touchdown and allowed App State to play keep - away (total snaps: ASU 82, UT 54) in a three - point loss.

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.

Based on past election results, enrollment figures, and fundraising totals, it's safe to assume that, barring any unexpected retirements, arrests or other major surprises, 23 seats currently controlled by Democrats, 21 seats controlled by Republicans and each of the five districts held by the IDC will return members of the same party that voters selected in 2014:

I started the pen name books there, to take advantage of the sales ranking / visibility boost from Kindle Unlimited, and I returned them to KDP Select this August, after not gaining much headway in the other stores and after Amazon switched to Kindle Unlimited 2.0, a system that rewards novelists by paying based on total pages read.

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).

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 ErrorIn 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 Errorin the Coming Decade, Valuing the S&P 500 Using Forward Operating Earnings, and No Margin of Safety, No Room for Error).

Strategic Dividend Value is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

To put that in other words, what they show is how well each fund did compared to the rest in their class, on the basis of their total returns after discounting sales charges, loads and redemption fees, and including a «penalty» if the fund experienced larger price fluctuations, in average, than its alternatives (or a plus if it suffered smaller ones).

«You're saying you will take the cash now and give up some upside but in the fullness of time, on a total - return basis, I don't see how that works in your favour.

A total return swap is a swap agreement in which one party makes payments based on a set rate, either fixed or variable, while the other party makes payments based on the return of an underlying asset, which includes both the income it generates and any capital gains.

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.

We argue that when writing covered calls against the 20 underlying positions in the portfolio on a monthly basis to generate additional income, that doing this in a WRAP account can be very advantageous and offer a competitive total return based on the amount of risk that is being taken.

Strategic Total Return carries a duration of about 3.5 years, meaning that a 100 basis point move in interest rates would be expected to affect Fund value by about 3.5 % on the basis of bond price fluctuations, about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

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

The internal calculations in the Scenario Surfer are based on total return calculations.

Note that on the basis of this measure, expected 12 - year S&P 500 total returns associated with current valuation levels are negative, and even if one was to shift the blue line up somewhat closer to the red line in recent years, the associated return expectation would still be close to zero (which is what I actually expect based on MarketCap / GVA and other historically reliable measures).

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.

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.

The power of compounding can make an investment grow much faster than would otherwise have been the case, and is obviously based on the assumption that interest or dividends are reinvested in the same asset... More compelling proof that the odds are stacked against the capital - growth - only brigade is gleaned from an analysis of the components of the total return figures.

The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All - Star funds of the corresponding category.

Strategic Total Return has a duration of about 3 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to affect Fund value by about 3 % on the basis of bond price fluctuations), just over 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

Strategic Total Return continues to carry a duration of about 3 years (meaning that a 100 basis point move in bond yields would be expected to impact the Fund by about 3 % on the basis of bond price fluctuations), with about 10 % of assets in precious metals shares, and a few percent of assets in utility shares.