Sentences with phrase «on a total return basis since»

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

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.

Not exact matches

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.

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.

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.

Alpha and Beta are calculated based on a regression of monthly performance data since inception versus the S&P 500 total return index.

The following tables summarize top and bottom performing families, based on the percentage of their funds with total returns that beat category averages since inception:

(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).

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.

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

«Since the end of 2015 the MSCI Emerging Market index has outperformed the S&P 500 Index by 19 % on a total return basis,» says Graham.