Sentences with phrase «posted average annual returns»

Magellan has posted average annual returns of 20.3 % from Sept. 16, 2011, when Mr. Feingold took over, through the end of August, trailing its benchmark, the S&P 500, at 21.2 %, while matching the Russell 1000 Growth Index, according to data from Morningstar.

At its high point during this 25 - year span, S&P 500 stocks posted average annual returns in excess of 35 percent, but returns also plummeted equally during their worst year.

Looking at all data from all recessions between January 1982 and December 2016, the consumer staples sector has posted an average annual return of +2.2 %, offering a good mechanism to balance portfolio risk.

Over the past 10 years the fund has posted an average annual return of 12.01 %, which towered over the 1.94 % of the broad international stock benchmark, the MSCI EAFE index.

Not exact matches

Thus, much of the findings appear to be data mining and biases (arithmetric annual returns in Ibbotson and Duff & Phelps; monthly average returns in Fama - French work) and to have largely declined to not being statistically significant post 1980.

One example of this is the GMO Emerging Country Debt IV Fund (GMDFX), which has posted an average annual total return of over 20 % per year for the past 5 years.

Whilst this successful fund posted 18 % annual returns, the average investor in the fund lost an incredible 11 % over the same period, because they traded in and out of the fund at the wrong time.

An objective post on this would have started by showing the annual temperature trend, such as this with 2014 short - term averages added in http://www.woodfortrees.org/plot/hadcrut4gl/mean:12/from:1950/plot/hadcrut4gl/from:1970/trend/plot/hadcrut4gl/from:2014/mean:3 We would note that the trend is 0.16 C per decade since 1970, that the temperature mostly does not follow the trend but oscillates equally to about 0.1 C on each side, and that 2014 has returned to the long - term trend line in much the same way as several other cooler periods have.