Sentences with phrase «return over a given period»

Investment is the allocation of monetary resources to assets that are expected to some gain or positive return over a given period of time.

Not exact matches

The total transaction tax over a 10 - year period is only about $ 23, and our retirement saver gives up about $ 35 in 10 - year returns.»

The distinction matters, because the total return over any limited holding period may have nothing to do with the long - term return that's priced into a given security.

In other words, over the period of study, Canadian stocks averaged 9.70 % per year but, in any given year returns fell between -24 % and +43 %, 95 % of the time.

This gives the best returns on the investments over a long period of time.

This is why it can sometimes take well over a year before a woman's period returns after giving birth.

If the FTSE index returns 3 % over a given period, and the value - added target of the firm is 25 basis points, then the firm is aiming to return 3.25 % over the same period.

A payout is the expected financial return from an investment over a given period of time; it may be expressed on an overall or periodic basis as either a percentage of the investment's cost or in a real dollar amount.

Total return includes interest, capital gains, dividends and distributions realized over a given period of time.

Total return, when measuring performance, is the actual rate of return of an investment or a pool of investments over a given evaluation period.

The combination of high quality insurers, low valuations, and leverage gave Shelby Davis very strong returns over a multi-decade period.

Alpha: The alpha of a mutual fund describes the difference between a fund's actual return over a period of time and its expected return, given the fund's level of risk.

Total return: On a mutual fund, the increase in value of an investment in the fund over a given period, assuming reinvestment of distributions.

To give you an idea of how lousy that is, 1 - month U.S. T - bills returned 4.9 % over the same period.

Given the strong income effect, the S&P / NZX 50 High Dividend Index managed to outperform the S&P / NZX 50 Index in terms of total return over the 3 -, 5 -, and 10 - year periods ending Aug. 31, 2016, although there was slight underperformance in the price return version.

Antonacci states that «relative momentum looks at price strength with respect to other assets, while absolute momentum looks for an asset's own positive excess return over a given look back period.»

Over a period of 5 years, this fund has given a return of 20.43 % per annum which is very high for a balanced fund.

Simply put, you give them money, which the company returns with interest over a period of time.

In swing trading, the profits expected is generally 5 - 10 %, which may seem less but the strategy is to make cumulative short profits over a short period of time to give big overall returns.

Next, assume that the mutual fund and the index realized the follow returns over a given five - year period:

Dear Saikat, Equity funds will have Sideways movements, but the point is funds which can give better Returns with low Standard Deviation over a long period of time can be the best ones to invest.

Given the relationship between high volatility and low returns, it's not surprising that investments made during periods of lower volatility outperform over short holding periods (up to about 11 months).

In other words, over the period of study, Canadian stocks averaged 9.70 % per year but, in any given year returns fell between -24 % and +43 %, 95 % of the time.

Given the extremely rich valuations we've observed since the late - 1990's, and the fact that the S&P 500 has achieved very little net return over this period, our approach has been generally defensive.

I want to start investing in Mutual Funds but i see that these also give returns around 10 -15 % over e period of 10 yrs or so.

Hence, will it not be a good idea to invest in Shares, FDs or Property, which can give better returns over the same period.

Even though using the 5 - year average FCF yield on mid cap companies (third best single factor we tested) over the test period would have given you a higher return than the 12 - month FCF yield, the results for the other market size companies would have been a lot lower.

Dear Sreekanth, I would like to invest 30 lakhs (lump sum) in mutual funds which give good returns (higher than 12 — 15 %) over a period of 5 years.

Dear Sreekanth, I would like to invest 90,000 (annually) which give good returns (higher than 12 — 15 %) over a period of 15 years.

International markets may also perform differently from the Australian market over the same period, which means there may be times when overseas markets will give you higher returns than the Australian market (and vice versa).

They are informal arrangements in which your creditors agree to accept less than the full amount of the debt in return for your agreeing to give them a part of your income over a fixed period.

If we have an index consisting of five stocks, and assume that four of them will return 10 % and one will return 50 % over a given time period, and we suppose that active managers will create portfolios using an equally weighted subset of either one or two of those stocks, there will be a set of fifteen possible actively managed portfolios.

It is often also considered the expected return for a portfolio over a given period, based on historic returns.

Historically, over any 20 - year period, a growth or balanced strategy has given better returns than more conservative investment options.

This section gives you a detailed description of your return for each of your accounts, individual or consolidated, with two viewing options: return by a specific period or return over cumulative periods.

Home - run stocks are exceptional and rare On average, only about 18 companies (out of over 1,000) produced six-fold returns over any given ten - year period ending between 1996 and 2013.

Since we know that stocks are ultimately likely to give you the best return over the long run, your job is to make sure that you have as many of those assets as possible, so that your returns will be multiplied across all those assets after a long, healthy period of investing!

The object of investment strategies is to maximize our real rate of return subject to the amount of risk we are able or willing to take over a given time period.

But given the low return on cash over the period, any dividends would change the relative attractiveness quite a bit.

To answer this question, the authors examined the excess returns over the three - year period following a given rating.

Therefore, over the same period as in scenario 1, our emergency fund would be worth # 8,400 in the current account, compared to # 20,550 given the average returns in the FTSE 100.

Given I think the overall market will be lucky to produce an overall return of mid to high single digits over that same time period and the company's position within the sectors it competes, Capital One is a compelling and low beta investment at current levels.

(a) Any animal placed in the custody of a licensed veterinarian for treatment, boarding or other care, which shall be unclaimed by its owner or its owner's agent for a period of more than ten (10) days after written notice by registered or certified mail, return receipt requested, is given the owner or the owner's agent at such person's last known address, shall be deemed to be abandoned and may be turned over to the nearest humane society, or dog pound or disposed of as the custodian may deem proper.

The more popular Perks from CoD 4 will be making a return and new, time period relevant ones will be added, giving you that slight edge over the competition.

The Shared Parental Leave provisions were introduced on the premise that after the two week period of compulsory maternity leave a woman may give up her entitlement to the remainder of maternity leave in order to return to work and to allow a partner (usually a man) to take over child care responsibilities.

Experts estimate the return from dividends on investments adds about 2 percent to the total return, meaning if the historical rate of return was 8 percent, an option that does not include returns from dividends may return 6 percent on average over the same given time period.

There's «annual renewable term,» which gives you one year of coverage at a time that you renew annually, «level premium term,» which you buy for a specific multiyear period — 10, 15, 25 or 30 years and «return of premium» which is like a level term policy but gives you all your money back after your term is over if you do not pass away.

The money that customers invest in our Axis Long Term Equity Fund schemes will give excellent returns over specific periods of time.

Over a long term period, buy - to - let is by far one of the safest asset classes and is capable of giving the investor excellent returns.

For example, if someone invests $ 5000 on a $ 100000 property would you give them a flat percentage return over a specific period of time (so more like a loan) or would you give them 5 % ownership of the property?