Sentences with phrase «percentage points of return»

So each dollar that Buy - and - Holders put in stocks was likely to cost them 5 percentage points of return for each of 10 years running.
Historically, inflation has eaten away three percentage points of return a year.
There's a striking lesson in the huge difference an extra 1.2 percentage points of return can make if given enough time.)
Would we not be able to squeak out a few more percentage points of return most years by developing and managing our portfolios more closely?
Historically, inflation has eaten away three percentage points of return a year.
According to research firm Morningstar, investors in actively managed stock funds give up approximately 0.75 percentage point of their return each year to taxes.
Finally, it's also important to realize there's no guarantee that every percentage point you save in investment fees by replacing a high - cost fund with low - cost one will translate to an extra percentage point of return.

Not exact matches

Indexing benefits to inflation instead of wages, the latter of which are forecast to grow 1.5 percentage points faster annually, would return the program to balance without damaging purchasing power.
Since the beginning of 2008, the Russell 3000 growth index outperformed its value counterpart by more than 70 percentage points, returning 10.3 % annually, compared with 7 % for value stocks.
A half - percentage - point difference in fees will translate into thousands of dollars less in total return over an investor's lifetime.
In every scenario they back - tested, various portfolios of CHAA — winning companies substantially outperformed the returns of the S&P from 2001 to 2014 — often by 200 percentage points or more.
Ordinary metrics such as calls per day and minutes per call are a decent starting point, but they alone are not comprehensive enough to paint a complete picture of the skills of any particular sales rep.. So, consider incorporating lesser - used metrics into your performance tracking, such as voicemail - return rate, dial - to - opportunity percentage and dials - to - appointments ratio.
According to the CIBC study, which examined various reports that have attempted to compute an annualized average «return on investment» on education and found stark divergences depending on the field of study, the university premium over college has also narrowed and now comes to 0.7 percentage points.
Some of my properties are mortgaged so that drops the return a few percentage points.
Excess return: the amount by which a portfolio's performance exceeds its benchmark, net (in the case of the analysis in this article) or gross of operating expenses, in percentage points.
It managed to underperform the S&P 500 Index by 6.5 percentage points per year, and posted a total return underperformance gap of 104 percentage points.
Of the funds, the Highland Energy MLP Fund has had the best absolute performance through August 25, with year - to - date returns of 18.64 %, but these gains actually fall short of the category average by 0.21 percentage pointOf the funds, the Highland Energy MLP Fund has had the best absolute performance through August 25, with year - to - date returns of 18.64 %, but these gains actually fall short of the category average by 0.21 percentage pointof 18.64 %, but these gains actually fall short of the category average by 0.21 percentage pointof the category average by 0.21 percentage points.
Cleantech investments outweigh any other category on The SVX and, from a public company point of view, the S&P / TSX Renewable Energy and Clean Technology Index has outperformed the broader S&P / TSX Composite Index with almost double the percentage return (year to date).
In this example, the «inflation portfolio» improved the average real returns of both the conservatively positioned income - oriented retiree's and the young worker's portfolios by 0.7 percentage points per year during the extremely inflationary period from 1965 to 1980.
Obama cited statistics released the same day in the White House's new report from his Council of Economic Advisers which show that conflicts likely lead, on average, to 1 percentage point lower annual returns on retirement savings as well as $ 17 billion of losses every year for working and middle - class families.
Even measured against this bull market's impressive results, technology stocks have been excellent investments, outpacing the 19.4 percent annualized return of Standard and Poor's 500 - stock index by four percentage points per year, on average, since...
But then she quits her job, and an unscrupulous adviser recommends that she roll over her retirement fund into a new individual retirement account — and that she invest the IRA in a fund with a similar expected return, but with 1.5 percentage points of costs.
Last August, at the time of the announcement of the sale of the Washington Post, I noted that Washington Post Co. shares had proved a mediocre investment over the past two decades, trailing the S&P 500 by more than 2.5 percentage points on an annualized investment (although starting at the time Buffett began accumulating shares, in 1973, the performance was much better, with an estimated annual return of 11.5 %).
Based on recent corporate leverage, this decline in the cost of debt would increase the typical company's return on equity by more than four percentage points.
Over the long run, it reduces returns by an average of approximately 1.5 percentage points annually.
The one - day loss for many funds, including Vanguard Total Bond Market, iShares Core U.S. Aggregate Bond, Pimco Total Return and Metropolitan West Total Return, while less than a half a percentage point, still amounted to more than 10 percent of their current yield.
U.S. high - yield bond spreads are 34 basis points, or hundredths of a percentage point, tighter; cover spreads are 21 basis points tighter, and emerging - market credit excess returns are at 3.6 %.
Conflicts of interest likely lead, on average, to 1 percentage point lower annual returns on the retirement savings of middle - class families, according to a recent report by the White House Council of Economic Advisers (CEA).
If you pay careful attention to your trades, you will find that will make more money off of trades with a higher rate of return — even if your correct trade rate is a percentage point or two lower.
Because of the higher dividend returns in Australia, the ASX 200 accumulation index has outperformed the S&P 500 accumulation index by 15 percentage points since 1997 (Graph B2).
This explains our attitude which while hopeful of achieving a striking margin of superiority over average investment results, nevertheless, regards every percentage point of investment return above average as having real meaning.
But after considering the impact of taxes, the taxable - equivalent yield (the return required on a taxable bond to make it equal to the return of a tax - exempt bond) of municipal bonds was a full percentage point higher, at 3.75 %, for investors in the highest (37 %) tax bracket.
In most years, the return gap between the best - and worst - performing sectors of the typical US core option — US Treasuries, agencies, mortgages, corporates and other sectors in the US Aggregate, for example — would be just a couple of percentage points.
But instead of getting only a small percentage return on your investment, the PATH Points feature more than doubles the potential value of your membership, allowing you to effectively spend your membership fee twice!
A report released Monday by the good - government group Citizens Union argued the current system for redistricting, dominated by the Democratic majority in the Assembly and Republicans who control the Senate, has led to less - competitive elections, reduced voter turnout and, over the past four election cycles, a 96 percent re-election rate for incumbents — who are returned to office by an average margin of victory of 61 percentage points.
Of the 27,372 absentee ballots that have been returned, 45 percent have been from Republicans, an 8 percentage - point advantage over Democrats, according to Political Data's ballot tracker.
After more than a century of incremental improvements in the steam cycle, engineers have plucked most of the low - hanging fruit and are chasing diminishing returns, spending millions of dollars for every percentage point of efficiency improvement.
Released in 2013, the meta - analysis found, on average, inmates who participated in correctional education programs had a 13 percentage point reduction in their probability of returning to prison.
Our 2008 findings reveal a return to the patterns seen in the 1980s and 1990s, when voters consistently favored the Democrats on education by margins of 20 percentage points or more.
A report expected next week on reforming Connecticut's state employee public pension system will recommend cutting the annual expected rate of return by 1 percentage point to 7 percent, a lead researcher told Reuters on Friday.
The actual ETFs invested in resulted in annual returns that were 1.69 percentage points lower relative to what would have been realized through the buying and holding of an MSCI World Index ETF.
They'll use an active management strategy to try and achieve a return that's anywhere from a fraction of a percent to two percentage points higher than the index return.
To learn more about how much additional return you can expect for one additional percentage point of risk, take a look at our investment planner.
A basis point (abbreviated as «bps» and sometimes pronounced «bips») is a unit that is equal to 1 / 100th of 1 %, and is often used instead of percentages when discussing interest rates, rates of return, and other percentage - based performance metrics that can occur as fractions of a percent.
Parting Thoughts Don't be afraid of missing a few percentage points of stock returns in your efforts to safely and accurately spot a bull market.
Dividend - paying stocks in the TSX composite index achieved an annual compounded return of 10.4 % since 1986, outperforming the overall composite by 3.7 percentage points, according to a study by RBC Capital Markets Quantitative Research.
Going back to our example, your return of — 2.53 % is 3.61 percentage points off the benchmark return.
Let's say the risk - free rate of return is 1 %, the market itself is expected to return 4 percentage points more than the risk - free rate (so the market's risk premium is 4 %), and a stock has a beta of 1.5, which makes it more risky than the market.
By way of comparison, that's more than 12 percentage points higher than the annual return of the S&P / TSX Composite, which climbed just 6.5 % a year over the same period.
It amounted to only 7.3 %, a lag of 2.7 percentage points per year below the return the funds themselves reported.
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