Sentences with phrase «return over the same time period»

I repeated these steps for each stock's dividend adjusted return over the same time period.

Peden's fund has 16.11 % annualized five - year return, second only to the Dynamic European Value Series I fund, which has a 16.98 % annualized return over the same time period.

I repeated these steps for each stock's dividend adjusted return over the same time period.

Now look at the return over the same time period, but with a collar of 1 percent and 13 percent.

Not exact matches

In this case index funds, with their objective diversification, minimal management fees, instantaneous liquidity and flat returns over the last decade have trounced venture with its negative returns, narrow diversification, high management fees and illiquidity over the same time period.

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.

What I've seen is really good returns on the RE ($ 250k initial to near $ 700k), but I've got really great returns on the stocks ($ 150k to $ 550k) over the same time period.

In a recent study by Ned Davis Research, S&P 500 stocks that initiated dividends or grew them over time registered roughly a 9.6 % annualized return since 1972 (through 2010), while stocks that did not pay out dividends or cut them performed poorly over 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.

The returns are around 1.2 %, which I think is about what the markets as a whole have been 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.

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.

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 %.

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).

To turn in a negative return over that same period of time is inexcuseable.

Those numbers are market returns at specific snapshots in time and aren't necessarily indicative of the business results over the same time period.

Over a 15 - year period ending the same time it would have returned an annualized 5.69 percent, its worst performance.

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.

SPY returned 3.56 % over the same time period (no dividends were issued)

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.

Keeping that extra CF, and investing it multiple times over that same 15 year period, is using it... getting an exponential use and compounded return.

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.