Sentences with phrase «one's historical performance»

The calculation results are based on historical performance of the most popular ARM indexes over the last 15 years and depend on the loan amount and the margin.

And usually, the empirical data on historical performance backs it up.

Our own analysis begins by tapping into over 50 years of historical performance data across multiple asset classes around the world.

You can see the individual historical performance for any of the ETFs we use by going to our ETFs page and clicking on their fund fact sheet.

• A table with historical performance of your investment track record (if you have one).

This is also true even when assuming a conservative average annual gold return of a modest 2 % to 4 % — well below its actual, long - term historical performance.

These charts and graphs may reflect hypothetical historical performance.

The indexes have only been live for about four months, but we have made historical performance information available.

This is true but historical performance results would suggest that the added expense of a managed account does not adequately compensate the investor in terms of increased rate of return.

Using historical performance of stock indices as a basis, a portfolio comprised solely of ETFs may limit the portfolio's exposure to the price fluctuations affecting individual stocks.

The indexes have only been live for about four months, but we have made historical performance information available.

The opportunity to review historical performance on that scale doesn't come about that often.

We hope that this analysis will give investors additional insights into historical performance of lazy portfolios.

If you've read articles on this website before, you know that a mindful investing approach heavily favors stocks because of their clear superior historical performance, even after considering the risks involved.

It's easy to access historical performance yet impossible to know the future.

Since investors rarely buy and sell strictly by a calendar, rolling returns may help investors better assess historical performance.

To that end, we can also share index historical performance data and analysis on that performance as a further guide to those seeking a better understanding of ETFs.

While historical performance is certainly not a predictor of future success.

The good news, which I'll demonstrate with historical performance numbers, is that there's an easy way to harness the returns of these three asset classes while limiting their volatility.

I have long wanted to compile more complete historical performance data for my model portfolios, but the problem has always been that the ETFs have very short track records.

I look at many things, like historical performance, and try to predict what will keep up doing what it's been doing long enough to be useful.

If you wanted to see the whole historical performance of something going back to 1976, just change the row range.

Historical performance surveys are almost impossible to get right.

Data is collected and stored in the cloud for historical performance reporting.

Click on the tabs below to see more information on Growth ETFs, including historical performance, dividends, holdings, expense ratios, technical indicators, analysts reports and more.

* Based on historical performance and averages since 2011, which we are very proud of but past performance is not a guarantee of future success — your results may vary.

A planner would use historical performance averages to project future portfolio values and automatic calculations for variables such as inflation and life expectancy.

It should be used to compare with historical performance or companies in the same industry.

Is such a low allocation justified by historical performance of these asset classes?

Using a proprietary risk management system, we go beyond looking at historical performances of active funds and ETFs and focus on their underlying securities and the market risks that they are exposed to.

The company's weaknesses can be seen in multiple areas, such as its generally high debt management risk, disappointing return on equity and generally disappointing historical performance in the stock itself.»

Using CBO's baseline assumptions for spending growth, and assuming defense and nondefense R&D maintain their recent historical performance as a share of appropriations, the picture might look like the «baseline» scenario in figure 2.

In a performance measuring system, profit earned by a business is a lagging indicator as it reflects historical performance.

Her body is her primary subject and medium, from the early sound - based performances in her native Yugoslavia, to her collaborative works with German artist Ulay (Frank Uwe Laysiepen), her videos exploring her Balkan heritage, and most recently her re-enactments of historical performances by fellow artists such as Vito Acconci, Bruce Nauman and Valie Export.

If financial projections — whether historical performance figures or «future oriented» projections — are included, the necessary assumptions and supporting information as required under the Regulation;

The above historical performance figures from Morningstar indicate that the fund had a higher volatility (expressed as a standard deviation of returns) and underperformed the S&P 500 ® index, its best - fit benchmark, on a risk - adjusted basis (Sharpe Ratio) in both the three - and five - year trailing periods.

This article has provided a list of 10 super-fast small to mid-cap growth stocks with significantly above - average historical performance records, and high consensus expectations for the future.

Person of the Crowd, on view February 25 through May 22, 2017, features works, new performances, and documentation of historical performance pieces by Marina Abramović, Vito Acconci, Eleanor Antin, Constant, David Hammons, and Zhang Huan, among many others.

Size has lower long - term historical performance compared to other factors in most regions, so modest overvaluation (outside the United States) is enough to drive our alpha forecasts negative.

To learn more about Swan's Defined Risk investment approach or for more details regarding historical performance utilizing put options to hedge a portfolio since 1997, please contact Swan at 970 — 382-8901.

The irony is that Vanguard who has over $ 300 billion in actively managed equity mutual funds has shown strong historical performance.

Historical performance over the past four decades shows that domestic and international stocks have moved in a cycle of alternating outperformance.

All it takes is explaining asset classes, weightings, a table, a pie chart, and telling what historical performance has been.

In order to answer this question, I then performed exactly the same historical performance analyses to the ones described above, with the exception that instead of using the Vanguard Long - Term Treasury Fund for the fixed income portion of my portfolio, I employed the Vanguard Short - Term Federal Fund (ticker symbol: VSGBX), which exhibited a much more conservative increase in price over the 20 year period in question.