Sentences with phrase «positive average annual returns»

For the five years ended this past August 31, the Group of Fifteen experienced on average negative returns of 8.89 % per year, vs. a negative 2.71 % for the S&P 500.4 The group of ten value funds I had studied in the «Searching for Rational Investors» article had been suggested by Bob Goldfarb of the Sequoia Fund.5 Over those same five years, the Goldfarb Ten enjoyed positive average annual returns of 9.83 %.

In the above case, because all have positive average annual returns over the 17 years and no withdrawals are taken, the ending value of the investment is significantly higher than the initial investment.

For the five years ended this past August 31, the Group of Fifteen experienced on average negative returns of 8.89 % per year, vs. a negative 2.71 % for the S&P 500.4 The group of ten value funds I had studied in the «Searching for Rational Investors» article had been suggested by Bob Goldfarb of the Sequoia Fund.5 Over those same five years, the Goldfarb Ten enjoyed positive average annual returns of 9.83 %.

Not exact matches

In fact, over the past 35 years, the market has experienced an average drop of 14 % from high to low during each calendar year, but still had a positive annual return more than 80 % of the time.

The average annual return in the first year of this example is -4.23 %, but by the fifth year the annual return is positive, and would continue to climb, at least for a few years, even if the interest rates flatten.