Sentences with phrase «return than current yield»

Not exact matches

-LSB-...] the long - term returns on bonds will certainly be lower than average based on the current yields.

Yield quotations more closely reflect the current earnings of money market funds than the total return quotations.

The one - day loss for many funds, including Vanguard Total Bond Market, iShares Core U.S. Aggregate Bond, Pimco Total Return and Metropolitan West Total Return, while less than a half a percentage point, still amounted to more than 10 percent of their current yield.

You won't see the same returns as long - term laddering, but at least you get access to your money, the best current CD rates for low maturities, and a better yield than a savings account.

Here's the break - out, by fund inception date: Some observations: - Every fund listed (5 years or older) with current yields of 6 % or more, lost more than 20 % of its value in 2008, except three: PIMCO Income A PONAX, which lost only 6.0 %; TCW Total Return Bond I TGLMX, which lost only 6.2 % (in 1994); and First Eagle High Yield I FEHIX, which lost 15.8 %.

Yield more closely reflects current performance than total return.

The seven - day yield quotation more closely reflects the current earnings of the fund than the total return quotation.

Another use of life insurance to reverse out an annuity, is when all you need for living expenses is a guaranteed after - tax - return that is slightly higher than current government bond yields, and you want to leave an estate after death.

Keep in mind that this yield is also more than 150 basis points higher than its five - year average, which leads back to one of the points I made earlier about undervaluation and higher yield (which then results in more current income, more aggregate income, and potentially higher total return over the long run).

The yield presented in this table more closely reflects the current earnings of the Money Market Portfolio than the total return.

Rather than rely on past averages to forecast future returns, we use a building - block approach that adds current yield, likely long - term growth in income, and some mean reversion in valuation multiples to create forward - looking returns.

If there is a material difference between the quoted total return and the quoted current yield, the yield quotation more closely reflects the current earnings of the portfolio than the total return quotation.

As its name suggests, High Dividend Yield has also done a better job of returning current income to shareholders than Dividend Appreciation.

I calculate that if I die at age 87, my current life expectancy, the annuity will return a yield of less than 0.7 %.

In recent years, astute parents have realized that rather than merely paying rent for their children's accommodation, they can invest in an asset that can yield good rental returns given the current ongoing demand.

Sometimes they just need to cash out of a particular real estate investment and others they actually feel like the current market will yield a higher return than waiting for the end of a lease.

At times when the yield spread was less than 80 basis points — when REIT dividend yields were extraordinarily high, reflecting REIT stock prices that were especially low relative to current distributions — REIT performance over the next year tended to be especially strong, with total returns that averaged 20.81 percent and outpaced the broad stock market by 5.67 percentage points.

At times when the yield spread was greater than 180 basis points — that is, when REIT dividend yields were extraordinarily low, reflecting REIT stock prices that were especially high relative to their current distributions — REIT performance over the next year tended to be weak, with total returns that averaged 6.98 percent and underperformed the broad stock market by 1.84 percentage points.