Sentences with phrase «returns on an annual basis»

Our own investors have earned, on average, more than 22 percent return on an annual basis.»

When evaluating returns on an annual basis, again going back to 1999 (starting in Jan,) on average when the S&P 500 lost, it lost 17.01 %.

If you have an adviser, you should ask them to provide you with your personal rate of return on an annual basis.

The below chart shows the returns on an annual basis for the S&P 500, Treasury Inflation Protected Securities (TIPS), 10 - Yr Treasuries, Total Corporate Bonds, and Total Commodities.

Remember, nothing is a more powerful wealth building tool than compounding high rates of return on an annual basis over a prolonged period of time.

nothing is a more powerful wealth building tool than compounding high rates of return on an annual basis over a prolonged period of time.

Bond market returns were also more volatile than single - family rental returns, but less risky than stock market returns on an annual basis.

Waiting until December does incur the risk of negative returns, but — as Benz points out — stocks and bonds tend to have positive returns on an annual basis far more often than negative returns.

(1) You can submit returns on an annual basis rather than quarterly should you choose.

Not exact matches

This chart shows the best and worst annual returns stocks generated over the last 141 years based on different holding periods:

The Thomson Reuters StarMine list, an annual ranking of equity analysts based on the returns of their stock recommendations, shows analysts rarely score well for long.

Based on current valuations, a regression analysis suggests compounded annual returns of 8 % over the next 10 years with a 90 % confidence interval of 4 - 12 %.

Carrington's model called for mid-single digit net returns on annual rents on an unlevered basis, according to Rose.

the percentage of return an investor receives based on the amount invested or on the current market value of holdings; it is expressed as an annual percentage rate; yield stated is the yield to worst — the yield if the worst possible bond repayment takes place, reflecting the lower of the yield to maturity or the yield to call based on the previous close

These are the risk premiums over 10, 20 and 30 year time frames based on the annual returns for the total U.S. stock market (represented by the CRSP Total Market Index) and 20 Year Treasuries going back to 1926:

On an annual basis, the 50 smallest stocks had a risk - adjusted return that was almost 24 % higher than that of the 50 largest stocks.

Based on Personal Capital's model portfolio recommendation for someone my age (37), with my moderate risk tolerance and objective of a 6 - 9 % annual return, here is the recommended asset allocation.

The Norwest Corporation Directors» Stock Deferral Plan, which prior to 1999 allowed directors of the former Norwest Corporation to defer their annual cash retainer and meeting fees and earn an investment return based on common stock share equivalents distributed in shares of common stock.

For example, income has driven about 90 % of annual bond returns over the past 10 years, based on the Bloomberg Barclays U.S. Aggregate Bond Index.

Shares that are properly voted by the Internet or telephone or for which proxy cards are properly executed and returned will be voted at the Annual Meeting in accordance with the directions given or, in the absence of directions, will be voted in accordance with the Board's recommendations as follows: «FOR» the election of each of the nominees to the Board named herein; «FOR» the ratification of the appointment of our independent auditors; «FOR» approval, on an advisory basis, of our executive compensation as described in this Proxy Statement; and «AGAINST» the shareholder proposal.

As of last week, the S&P 500 was priced to achieve an estimated average annual total return of just 5.83 % over the coming decade, based on our standard methodology.

The average annual return has been over 15.7 percent, based on Bloomberg data.

The annual Joint Base Lewis - McChord Down and Dirty Mud Run will return to Soldiers Field House on Lewis Main May 12.

Five - year rankings are based on a plan's average annual investment returns over the last five years

Here is how commodities have fared from 2000 to 2018, based on annual returns.

Three - year rankings are based on a plan's average annual investment returns over the last three years.

Shares that are properly voted via the Internet, mobile device, or by telephone or for which proxy cards are properly executed and returned will be voted at the Annual Meeting in accordance with the directions given or, in the absence of directions, will be voted in accordance with the Board's recommendations as follows: «FOR» the election of each of the nominees to the Board named herein; «FOR» the ratification of the appointment of our independent auditors; «FOR» approval, on an advisory basis, of our executive compensation as described in this Proxy Statement; and «AGAINST» each of the shareholder proposals.

Where members have agreed to convert onto the annual membership fee basis, their deposit has been converted into revenue over time based on the fair value of the membership and driving credits they received in return for their deposit.

Actual results may vary materially from those expressed or implied by forward - looking statements based on a number of factors, including, without limitation: (1) risks related to the consummation of the Merger, including the risks that (a) the Merger may not be consummated within the anticipated time period, or at all, (b) the parties may fail to obtain shareholder approval of the Merger Agreement, (c) the parties may fail to secure the termination or expiration of any waiting period applicable under the HSR Act, (d) other conditions to the consummation of the Merger under the Merger Agreement may not be satisfied, (e) all or part of Arby's financing may not become available, and (f) the significant limitations on remedies contained in the Merger Agreement may limit or entirely prevent BWW from specifically enforcing Arby's obligations under the Merger Agreement or recovering damages for any breach by Arby's; (2) the effects that any termination of the Merger Agreement may have on BWW or its business, including the risks that (a) BWW's stock price may decline significantly if the Merger is not completed, (b) the Merger Agreement may be terminated in circumstances requiring BWW to pay Arby's a termination fee of $ 74 million, or (c) the circumstances of the termination, including the possible imposition of a 12 - month tail period during which the termination fee could be payable upon certain subsequent transactions, may have a chilling effect on alternatives to the Merger; (3) the effects that the announcement or pendency of the Merger may have on BWW and its business, including the risks that as a result (a) BWW's business, operating results or stock price may suffer, (b) BWW's current plans and operations may be disrupted, (c) BWW's ability to retain or recruit key employees may be adversely affected, (d) BWW's business relationships (including, customers, franchisees and suppliers) may be adversely affected, or (e) BWW's management's or employees» attention may be diverted from other important matters; (4) the effect of limitations that the Merger Agreement places on BWW's ability to operate its business, return capital to shareholders or engage in alternative transactions; (5) the nature, cost and outcome of pending and future litigation and other legal proceedings, including any such proceedings related to the Merger and instituted against BWW and others; (6) the risk that the Merger and related transactions may involve unexpected costs, liabilities or delays; (7) other economic, business, competitive, legal, regulatory, and / or tax factors; and (8) other factors described under the heading «Risk Factors» in Part I, Item 1A of BWW's Annual Report on Form 10 - K for the fiscal year ended December 25, 2016, as updated or supplemented by subsequent reports that BWW has filed or files with the SEC.

The study also found that long - term annual returns of the MSCI KLD 400 Social Index, which comprises firms scoring highly on environmental, social and governance (ESG) criteria, outperformed the S&P 500, a benchmark of the broader US stock market, by 45 basis points, since its inception in 1990.

2017 was a positive year for most factors Quality, Growth and Momentum showed the strongest performance Value, Dividend Yield and Size generated negative returns INTRODUCTION We present the performance of seven well - known factors on an annual basis for the last 10 years and the full - year 2017.

Performance is based on annual «total returns,» which includes reinvested dividends but not interest, capital gains, taxes, or transaction costs.

2018 started negative for the majority of factors Momentum, Quality and Growth showed the strongest performance Low Volatility, Dividend Yield and Value generated negative returns INTRODUCTION We present the performance of seven well - known factors on an annual basis for the last 10 years and the

Would I be able to get 10 % -12 % annual returns on an index tracker based upon the performance seen in the past?

He is a deep follower of value investing philosophy, based on the principles of Ben Graham and Warren Buffett's «School of Value», delivering a compounded annual return of +12 % for the last eleven years.

These projections are based on a hypothetical 6 % rate of return less a 0.25 % low - cost annual annuity charge, and a 6 % rate of return less a 1.26 % annual annuity charge, which is the national industry average annual charge as of 12/31/2016, according to Morningstar, Inc..

After - tax average annual total returns represent the average change in value of an investment on an annualized basis.

That's based on how much I would need to earn $ 5000 a month on a 10 % average annual return.»

Annual returns are assumed to be long - term gains realized on a calendar year basis and taxed at the prevailing capital gains rate.

Presently, the likely range of S&P 500 annual total returns for the coming decade is in the 2 - 3 % range based on average and median scenarios, with outside possibilities as low as -3 % in the very bearish case and still less than 8 % in the very bullish case.

They then employ ICCadj to specify annual (each June 30) mean - variance optimized (maximum Sharpe ratio) long - only stock allocations (with maximum weight 5 %) based on stock return covariances calculated from returns over the last 60 months.

They measure long - term risk as the probability that portfolio value is below its initial value after ten years from 10,000 Monte ‐ Carlo simulations based on expected asset class returns, pairwise asset return correlations, inflation, investment alpha (baseline constant 1 % annually) and withdrawals (baseline approximately 5 % annual real rate).

Since the debt is back by the property, it's much safer than equity investment but still targets returns between 8 % and 12 % on an annual basis.

They estimate annual returns for stocks and bonds based on 87 years of historical data.

The management team and the Board will continue to review each element of the capital return program regularly and plan to provide an update on the program on an annual basis.

Jackson returned to Kansas, where during the past 30 or so years he has worked to develop an agriculture modeled on the prairie ecosystem and based on perennial polycultures rather than the prevalent annual monocultures.

Students participating or desiring to participate in an athletic activity and their parent or guardian must sign and return an acknowledgement of and receipt and review of a concussion and traumatic brain injury information sheet on an annual basis.

Recently, the retirement agency lowered its assumed annual rate of return on investments from 7.5 percent to 7.25 percent, based on actuarial calculations.

Property tax circuit breakers can address these and similar problems by providing tax refunds based on annual income — often using information from income tax returns — and property tax bills.

EFA will then recoup funding for places in FE provision on the basis of the annual place return.