Sentences with phrase «return on the bond depends»

Not exact matches

Traditionally, most elect the target - date investment fund, which is a mutual fund that will return your various assets (stocks, bonds, and cash) at a fixed retirement date — depending on how well the market performs over time.

With my personal investment return goal of 3X the risk - free rate of return (10 - year bond yield), anything above 6 % looks attractive, depending on risk.

When investors begin to focus on the potential for Fed rate hikes, short - term bonds will almost certainly begin to experience lower returns and — depending on the type of fund — greater volatility than they have in years past.

If you went into Treasury bonds, you were not only spared, you made a decent return of 5 - 6 % depending on the maturity.

FIAs guarantee a fixed rate of return, regardless of market swing; whereas the rate of return for variable annuities depend on the stock, bond, or money market investment.

Variable annuities, sometimes called shield annuities, are contracts that offer a rate of return depending on the stock, bond, or money market investment.

Investment to consider: The interest from municipal bonds is generally free from federal taxes and often state taxes as well, depending on your state or where you file — savings that may potentially translate into higher returns.

While this can be true depending on the duration of bonds owned and / or for nominal returns over an extended period of time, it is

Future high yield bond returns will likely be more muted — and depend more on improving fundamentals than commodity prices.

Actual returns depend on the price of the bond when it is sold, and bond prices are determined by the market and can fluctuate substantially.

The money is then invested across a wide variety of assets like stocks, bonds, gold, etc. depending on the investment objective to earn returns.

In contrast, the prices of stocks and bonds depend on their internal rate of return.

Of course, your actual return depends on the plan you have, the fees you pay and the long - term performance of the stock and bond markets.

But his or her satisfaction with this return depends on what else is happening in the bond market.

Conquering the world of corporate bonds is not child's play, but if mastered can add handsome incremental returns within the confines of quantifiable and acceptable risk... depending on how you like to play the game.

Savings Bonds offer you a return that depends on how long you hold them for.

The firm was founded to offer investment services with a cardinal mandate: the delivery of superior risk - adjusted fixed income returns to clients; performing on this mandate depends on the avoidance of risk - taking that has led to catastrophic principal losses, even under bond managers once reputed for conservative stewardship.

Variable annuities, sometimes called shield annuities, are contracts that offer a rate of return depending on the stock, bond, or money market investment.

FIAs guarantee a fixed rate of return, regardless of market swing; whereas the rate of return for variable annuities depend on the stock, bond, or money market investment.

Or you could invest your money in a combination of stock and bond mutual funds or ETFs and make withdrawals for as long as your saving last, which would depend on the rate of return you earn and how much you withdraw each month.

Your return for the full year depends on whether you redeem the I Bond or continue to hold it, because if an I Bond is sold within 5 years of purchase, you lose the interest for the last 3 months; this is an early withdrawal penalty.

Similar to buying individual bonds, if you buy the stock of a company, then the return on your investment depends on how well that company's business does in the future.

You'll find various statistics about the historical returns on stocks and bonds, and they can be frustratingly different from one source to another depending on how the data were processed, what period was examined, and myriad other details.

While these don't offer high returns, they can protect you from federal or state taxes, depending on the bond type.

This is why short term investments (< 5 — 10 years) should be in very safe investments like bonds / GICs, potentially lower returns (depending on market conditions), but much much safer than stocks.

Rates of return vary on these plans, depending on what you invest in, since you can invest in stocks, bonds, mutual funds, CDs, or any combination.

While bonds and GICs help provide stability in a portfolio and hopefully generate future cash flow, selecting a suitable combination of these interest - paying investments will depend on your individual needs including liquidity, tax efficiency and returns.

Depending on who you believe, bond returns may actually look relatively better than the have in the past.

However, if the fund is depending on the fixed income return of long - term bonds, the fund will suffer in the short term.

you can find the fab rate and bonus rate of last 5 yrs on the irda site... and fab on this policies do nt depend on luck, it is clearly mentioned on the policy bond that it will be paid... also the 6.14 % u r telling does not consider premium after exemption of tax on the premium paid... that will increase the returns as well..

This means that from early on the investor's rent will probably cover his monthly bond payments (depending on the size of his deposit) and the overall return after, allowing for taxes, levies and agent's fees, will again have been 11 %.