Sentences with phrase «returns during the same period»

I agree that most investors were probably able to show a +10 % return during the same period, but beating 13.64 % is another story.

Not exact matches

Of course, the banks also had a lot to do with the rise of the S&P 500, which is weighted by market - cap, during the same period: Nearly 36 % of the S&P 500's returns since the election came from financial stocks, according to S&P Global.

That's a return that's all the more remarkable considering that the market as a whole only doubled during the same period.

Meanwhile, during the same period, the average annual return for investment - grade government bonds was 5.72 % for a real rate of return of 5.72 % — 2.93 % = 2.79 %.

During the same period, the MSCI Emerging Markets Index returned just 2.0 % a year, providing a total return of 22 %.

The stock market, on the other hand, has returned an average of over 10 % annually during the same time period.

It also found that during the same period, the average fixed - income investor earned only a 6.08 % return per year, while the long - term Government Bond Index reaped 11.83 %.

PIMCO's Bill Gross, the big dog in the fixed income space and to whom Gundlach lost the title of Morningstar's Fixed Income Manager of the Decade in 2010, earned an average of 7.6 % during the same period in his much larger $ 281 billion PIMCO Total Return Fund (PTTRX).

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.

The team's track record has been one of the most consistent in the region, having fully exited seven investments and thus, achieving top quartile returns for their first fund relative to global and emerging market comparable funds during the same period.

In fact, a low - cost index of large global companies, the MSCI All Country World Index, almost exactly matched hedge - fund returns during the same nine - year period of our bet (and international stocks actually lost money during that period.)

During the same period, Dodge is forecasted to fall from about 600,000 cars today to 550,000 next year, eventually returning to 600,000 vehicles in 2018.

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.

The latest DALBAR study shows that, over the 30 years that ended Dec. 31, 2014, the average equity investor earned 3.79 per cent while the market returns averaged 11.06 per cent during the same period.

The S&P 500, meanwhile, during the same period delivered a 10.07 % return.

Knowing you earned 10 % doesn't tell you much unless you know the context: if your benchmark returned 15 % during the same time period, you should be concerned.

In contrast to competitors who think that stocks are highly valued, and that returns over the next 10 years will be about 5 % to 6 % annually, Apruzzese's firm expects average stock gains of 7 % per annum during the same period.

Canadian stocks (as measured by the S&P / TSX 60 Index), on the other hand, had returned 3.72 percent and 8.45 percent respectively during the same time periods albeit at a much higher volatility including a significant stock market crash.

During the 1956 to 2000 period, Schloss» investment fund earned a compounded annual rate of return of 15.7 %, compared to the market's return of 11.2 % annually over the same period.

What was far more interesting was that the real returns — that is, the nominal returns minus inflation — were essentially the same during recessions and periods of prosperity.

During that same period, the typical mutual fund investor had a 5.3 percent return.

Yes, there are many such defensive FMCG companies are there which will offer around 5 % -10 % annualized return even during while market corrected by 50 % or more, at the same time keeping such stocks during bull period won't offer above average return..

It is one of the fastest growing banks in the United States with a total loan growth of 6 % between 2009 and 2013, and a 19 % average return on equity during the same period.

Some of those stocks also generated multibagger return (3 - 4 times) during the same period.

If I had left the Starbucks trade open, I'd be generating a 0.6 % total return during the same 24 - day period, which works out to an annualized return of «just» 10 %.

And coincidentally, that 2.15 % per year return was cancelled out by the 2.19 % average annual rate of inflation during that same time period!

During January 2015, the S&P India Government Bond Index returned 1.89 %, which was 0.47 % greater than the return of the S&P India Corporate Bond Index over the same period.

In other words, the returns obtained from the fund will be the total return of the S&P 500 adjusted for the changes in the Canadian dollar vis - à - vis the US dollar during the same time period.

Interestingly, during periods of expansive policy, investors sacrifice portfolio return to attain the diversification benefits of commodity futures, while during periods of restrictive policy, the diversification benefits are achieved at the same time returns are being significantly enhanced.

As an example of credit risk being rewarded, my Vanguard Intermediate - Term Investment - Grade fund (VFIDX for Admiral shares) has returned 4.05 % during the same period.

As a comparison, during the same time period SPY returned 3.04 % and VBR, a small cap value ETF, returned 4.74 %.

If an investor purchases an index that tracks the Dow Jones Industrial index, the returns of such a holding would be nearly equal to the profit or loss of the Dow Jones index during the same period of time.

Investors fall into this same trap when they second - guess the Couch Potato strategy during every period of poor returns.

Mr. Li's hedge funds have garnered an annualized compound return of 26.4 % since 1998, compared to 2.25 % for the Standard & Poor's 500 stock index during the same period.

Steinhardt achieved a track record that still stands out on Wall Street: 24 % compound average annual returns — more than double the S&P 500 during the same period — over 28 years!

The comparable average return from stocks during the same time period was just under 8 % per annum.

Meanwhile, the S&P BSE Energy was the only index with a negative return, down 7 % during the same period, primarily due to the fall in oil prices.

The Upside Capture Ratio is calculated by dividing the return of the manager during the up market periods by the return of the market during the same periods.

The lawsuit contends that competing stable value funds which were subject to the exact same underlying economic conditions as the MIP and had the same conservative investment goals earned substantially higher returns than the MIP during the relevant time period while at the same time preserving principal, ensuring liquidity, and providing stable returns.

The Downside Capture Ratio is calculated by dividing the return of the manager during the down periods by the return of the market during the same periods.

Return After Taxes on Distributions may be the same as Return Before Taxes for the same period because no taxable distributions were made during that period.

It is a question with no right or wrong answer because a number of variables (interest rates applicable till the mortgage is paid down, annual returns from a diversified portfolio during the same period, future tax rates on income, interest, dividends and capital gains, the annual churn in a portfolio etc.) are unknown at this point.

ZEB returned 2.35 % during the same time period.

But during that same period, according to a study of mutual fund data provided by mutual fund data collector Dalbar, the average fund shareholder earned a return just 2.6 % a year.

If you need to make more than one entry for assets entered into service during the year of the tax return that are subject to GDS or ADS and that are of the same recovery period you can group them under the same class, or list them separately.

During the same period, the Dow Jones Industrial Average returned an average of 5.02 % annually.

That compares with its benchmark, the Russell 1000 Growth Index, which returned 1.41 % during the same period.

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.

The Oort minimium steps out of line as the line up goes out of sync, the planets do nt quite come back exactly the same each 179 yrs and it seems from the Wolf until now is a window of line ups that might take 1000's of years to return, during the medieval warm period J+S were poorly aligned as the phase gradually shifted.

During heating periods these same, leaky return ducts draw cold air into the conditioned space, increasing heating loads.