Sentences with phrase «percent during bear markets»

«It sets you apart,» said Cordoba, who noted that his clients» portfolios gained between 10 and 30 percent during the bear market because they included non-traditional assets.

Not exact matches

His data shows that during the bear market year of 2008, the overall market, as represented by the SPY E.T.F., declined 36.8 percent.

Intermediate - term bonds were up an average of more than 7 percent, earning a spread of more than 37 percent in outperformance over stocks during a bear market.

During the bear market beginning in 1973, the inflation rate increased by more than 9 percentage points — from 3.4 percent to 12.4 percent.

During the 2007 - 2009 bear market, intermediate Treasury bonds returned 22 percent.

It plots the returns of bonds, stocks and a balanced portfolio (60 percent stocks, 40 percent bonds) during each equity bear market since 1960.

Notice that during the last three bear markets, and especially during the last two major stock - market declines beginning in 2000 and 2007, bonds ramped up their defensive characteristics, helping a standard policy portfolio avoid between roughly 55 and 70 percent of the drawdown.

GMO's Investment Strategist Jeremy Grantham has noted that high beta stocks underperform the market during bear markets (suffering a peak to trough real return of -9 percent).

Because multiples were low and inflation measures were flattening out, there was no signal prior to the nearly 30 percent decline during the summer of 1982, which marked the end of a 17 - year secular bear market.

The speculative component rose above 100 percent during the 2008 - 2009 bear market, when the drop in valuation multiples made up the entire loss in share value, on average.

A new decade finally saw the end of the late - 60s bear market, during which the Standard & Poor's 500 index fell 36.1 percent.

They have also broken out the performance of value stocks during Japan's long - term bear market over the 1990 to 2011 period, when the stock market dropped 62.21 percent.

Notice that during the last three bear markets, and especially during the last two major stock - market declines beginning in 2000 and 2007, bonds ramped up their defensive characteristics, helping a standard policy portfolio avoid between roughly 55 and 70 percent of the drawdown.

During the bear market beginning in 1973, the inflation rate increased by more than 9 percentage points — from 3.4 percent to 12.4 percent.

And during the 1973 - 1974 equity bear market — where stock indexes dropped by half — bonds returned just 5 percent, compared with gains of 36 percent during the 2000 - 2002 bear market, which experienced a simliarly - sized decline.

During the 2000 - 2002 bear market, these bonds return 35 percent.

During the 2007 - 2009 bear market, intermediate Treasury bonds returned 22 percent.