Sentences with phrase «produce average annual returns»

This strategy should produce average annual returns of 20 % + over the long run and will be much easier to execute.

Since the OTPP's inception in 1990, the fund has produced average annual returns of 10.3 %.

Statistics compiled by Ibbotson Associates show that since 1926, stocks have produced an average annual return of 10 % while U.S. Treasury bonds have returned less than 6 %.

I recommend our Classic Couch Potato Portfolio, which has the lowest fees going, and has produced an average annual return of 11.8 % since 1976.

What high fees really cost you To illustrate this point in real dollar terms, take a simple example: Two people invest $ 50,000 in a portfolio of stocks that produces an average annual return of 8 % over 40 years.

The industrious pig's underlying investments perform well, producing an average annual return of 6 % but 0.25 % is deducted every year in fees resulting in a T - Rex Score of 93 %.

The careless pig's underlying investments perform well, producing an average annual return of 6 % but 2 % is deducted every year in fees resulting in a T - Rex Score of 51 %.

Not exact matches

In it, Piotroski laid out an accounting - based stock - selection / shorting method that produced a 23 percent average annual back - tested return from 1976 through 1996 — more than double the S&P 500's gain during that time.

While it's true that stocks average a 10 % annual return, it's rare that the stock market produces a return close to that average in any given year.

On the average 8 % annual return the stock market has produced over the long - run, it would take you more than five years to see a 50 % return on your investment.

As you know, the Zacks Rank is one of the most successful stock rating systems out there, with the Zacks Rank # 1 Strong Buys producing an unmatched, 25 % average annual return since 1988.

Dalbar research shows that over the past 30 years ended 2015, the S&P 500 index produced an annual return of 10.4 %, while the average retail investor earned only 3.7 %.

Yes you read the title correctly — For nearly a year I have been investing in an investment that I believe will produce about a 12 % long term average annual return for me.

This produces an annual average return of 8 %.

But let's assume both the RBC mutual fund and the Vanguard ETF produce an identical 6 % average compound annual return before fees over 25 years.

Between 1962 and 1975 he ran a partnership for a group of investors, producing annual returns of around 20pc against less than 5pc for the Dow Jones Industrial average.

Some performance highlights of the year included; Rasmala Global Sukuk Fund, which generated a net return for investors of 4.97 per cent; the Rasmala GCC Fixed - Income Fund, which produced a net return of 6.83 per cent and Rasmala Leasing Funds 1 and 2, which have to date paid average annual cash distributions of 12 per cent and 9.2 per cent respectively.

From 2000 through 2015, the Sound Advice model portfolio has produced an average investment return of 11.1 percent annually, as compared to 2.2 percent annually from the S&P 500 over the same period, for an annual percentage return in excess of 5 times greater than the S&P 500.

However, the predictability coupled with a short holding period produces quite decent average annual rates of return after allowance for the occasional substantial loss.

First, average lifetime annual incomes above $ 60,000 produce miserable returns.

Let's compare two funds producing the same 6 % average annual compound return before fees: a mutual fund with 2 % annual fees and an ETF with 0.2 % annual fees.

Their investments each produce the same 7 % average annual return over 35 years but their T - Rex Scores are very different!

Over the past 20 years, Markel has produced pretax average annual investment returns — in both stocks (13.1 %) and its overall portfolio (7.0 %)-- that far exceed the investment returns that most P&C companies achieved over that period of time.