However, because of the structure of these products, their rebalancing methodologies, and the math of compounding, extended holdings beyond one day or month, depending on the investment objective, can lead to results very different from a simple doubling, tripling, or inverse of the benchmark's average
return over the same period of time.
To turn in a negative
return over that same period of time is inexcuseable.
Not exact matches
The stock market, on the other hand, has
returned an average
of over 10 % annually during the
same time period.
For comparative purposes, the S&P 500 ® Index (the «S&P 500»), which is the Fund's benchmark and is considered to be reflective
of the US securities markets, had a total
return of 23.63 %
over the
same time period.
For comparative purposes, the S&P 500 ® Index, which is the Fund's benchmark, had a total
return of 3.27 %
over the
same time period.
October's list
of 11 stocks is here and the screen
returned -2.53 %, out performing SPY which
returned -6.26 %
over the
same time period.
As
of this writing, the portfolio is down 2.11 % including dividends, compared to a positive
return of 11.63 % (excluding dividends) for SPY
over the
same period and 10.5 % for Vanguard Small Cap Value ETF (VBR)
over the
same time period.
The Canadian gold mining companies, which account for a bit
over 5 %
of the index, delivered a nearly 40 % total
return during the
same time period.
Meanwhile, an investor in tax - managed U.S. equity mutual funds forfeited only 0.73 %
of their
return to Uncle Sam
over the
same time period.
The computer - managed microscope then follows the fate
of each cell
over an extended
period of time,
returning to the
same neuron
over weeks or months to take pictures
of them as they grow.
The Canadian gold mining companies, which account for a bit
over 5 %
of the index, delivered a nearly 40 % total
return during the
same time period.
Could you compare the total
return of a 10 - yr Treasury bought fresh and new anywhere from 1976 - 1980, and held to maturity (sending the coupons to cash)-- to the total
return from an equal - sized basket
of stocks or residential real estate
over the
same time period?
From a quick calculation using the websites above, the lump sum option will save you almost $ 3k in interest
over 25 years, while investing these $ 10k will grow to $ 33k
over the
same time period (considering a
return of 5 %).
This rate compares favorably with the 10 - year U.S. Treasury bond
return of 5.18 percent per year
over the
same time period.
Over the
same time period, the BMO Equal Weight Banks ETF (ZEB)
returned 1.11 % in the form
of dividends and 6.4 % in the form
of capital gains for a total
return of 7.5 %.
For example,
over the last ten years Fairfax's equity portfolio has delivered a compounded annual
return of 14.5 % which is more than double the
return from the S&P 500 Index
over the
same time period.
But, if they had invested that money
over the
same period in the stock market, they could have ended up with
over $ 500,000 in savings by the
time that they retired if they had gotten an average
return of 7 %.
The related ETF seeking to deliver three
times the inverse
of the index's daily
return declined by 90 %
over the
same period.
An article in the Wall Street Journal points out that
over a 30 - year
period, the value
of an average, single - family home grew 3.6 % annually, but the compound annual
return on the S&P 500 for the
same time period was 11.1 %.
Those numbers are market
returns at specific snapshots in
time and aren't necessarily indicative
of the business results
over the
same time period.
Bogle compared the
returns of 79 ETFs in a variety
of major asset categories
over the past five years to the
returns of the average dollar invested in those ETFs
over the
same time period.
October's list
of 11 stocks is here and the screen
returned -2.53 %, out performing SPY which
returned -6.26 %
over the
same time period.
By comparison the SP 500 had an annualized
return of of 5.19 %
over the
same period and annualized volatility more than 3
times higher 20.45 %.
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.
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.
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.
Over four years, 10,080 healthy feral cats (
of 11,423 impounded in the municipal shelter during the
same time period) were altered and
returned to the sites where they were caught.
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.
A whole life contract
over that
same period of time will generate a 4.3 % (approximately — don't kill me here) rate
of return and does not share any taxable treatment that is shared with the treasury bond.
Now look at the
return over the
same time period, but with a collar
of 1 percent and 13 percent.
Generally speaking, this trend suggests that markets with a higher level
of supply constraints (a low PES) have had higher
returns in price appreciation
over the
same time period.
From 1890 to 2012 the inflation - adjusted
return on a house was 0.17 % — a fraction
of the 6.27 %
return for investments in the stock market
over the
same time period.
Boston Properties has generated an annualized
return of 8.5 percent
over the past 10 years, Simon Property has
returned 12.32 percent, and Essex Property has
returned 11.2 percent
over the
same time period.