Sentences with phrase «returns over the past decade»

Almost all GrowthWorks's funds have posted negative returns over the past decade.

So far, the S&P TSX is among the worst performing markets in the world this year; over a longer horizon, it doesn't get much better, with Canadian equities having delivered a paltry 4 per cent annualized return over the past decade.»

Active Management, Active Share, Investor Return Over the past decade academics have devoted considerable research to investment management, attempting to discern whether active management really provides value to its clients.

Dan Caplinger: One surprising area that has been extremely lucrative for long - term investors is the auto - parts industry, and, among its major players, AutoZone (NYSE: AZO) has scored impressive returns over the past decade, seeing its stock price rise from less than $ 100 to almost $ 700 over that time span.

Again, we've seen weaker projected returns over the past decade.

Ten years later, Barron's told him that it was writing an article about that memo because the average hedge fund return over the past decade was 5.2 %.

The fund's average annual return over the past decade is 8.4 %, more than a percentage point better than the S&P 500.

Rule 24: Among the major stock markets of the world, the U.S. market ranks 8th in total return over the past decade.

These funds» investor returns significantly outpaced their total returns over the past decade.

U.S. stocks and bonds have produced high returns over the very long term and, despite the slow economic recovery, respectable returns over the past decade.

Faust argued that divestment from fossil fuels would hurt the bottom line for Harvard's endowment, but an Associated Press analysis showed that fossil fuel free endowments would have a better rate of return over the past decade.

Not exact matches

Over the past decade, public stock markets have outperformed the average venture capital fund and for 15 years, VC funds have failed to return to investors the significant amounts of cash invested, despite high - profile successes, including Google, Groupon and LinkedIn.

But van Beurden has been slimming down his portfolio of oil projects with the intent of keeping only those lean enough to make good returns in a world in which oil prices average no more than $ 40 a barrel, well below the average price over the past decade.

Steadily increasing demand for timber - made goods is one reason why the sector has produced strong returns over the past two decades.

San Diego financial planner Andrew Russell points out that some of Bush's active funds with complicated investment strategies — like Wasatch Long / Short Investor (FMLSX), with average annual returns of 3.2 % over the past decade, and Wells Fargo Advantage Absolute Return (WABIX), up 4.7 % — have lagged plain vanilla index funds.

Over the past decade, JBSS has improved its return on invested capital (ROIC) from -3 % in 2007 to 12 % in 2017.

I should have assumed that Wall Street's tendency toward reckless myopia - ingrained over the past decade - would return at the first sign of even temporary stability.

Exxon Corp, the largest repurchaser of shares over the past decade, has rejected shareholder proposals that it add three - year targets based on shareholder return to its compensation program.

On the bright side, the dismal 2.85 % annual total return of the S&P 500 over the past decade has actually exceeded the return of roughly 0 % that we projected a decade ago, so maybe we'll get equally lucky over the coming decade.

The fund has returned 15.6 percent over the past year, 14.5 percent per year over the past five years, and 9.4 percent per year over the past decade.

We believe that FedEx's enormous investment in infrastructure over the past decade will pay off in higher returns for shareholders, particularly should fuel prices decline.

If five years from now the yield simply returned to its level of a decade ago (and just in case you think I'm cherry picking, over the past 25 years it has averaged a 7.5 % yield and at the low in 1981 was twice that), bond investors would suffer a meaningful loss of capital.

Last August, at the time of the announcement of the sale of the Washington Post, I noted that Washington Post Co. shares had proved a mediocre investment over the past two decades, trailing the S&P 500 by more than 2.5 percentage points on an annualized investment (although starting at the time Buffett began accumulating shares, in 1973, the performance was much better, with an estimated annual return of 11.5 %).

Has Modern Portfolio Theory failed to deliver over the past decade because users employ long - term averages for expected returns, volatilities and correlations that do not respond to changing market environments?

The Dividend Aristocrats have delivered annualized returns of 11.6 % over the past decade while the broader S&P 500 Index has returned 8.3 % per year.

One factor supporting the Australian dollar over the past couple of years has been that interest rates right across the yield curve in Australia, and perceived returns on other assets, have been higher than those in a number of other countries, particularly those which experienced a recession and a collapse of share prices in the early part of this decade.

While it's impossible to predict exactly what the stock market will do, investing pros over the past several months have been reducing their expectations for what they think the stock market will return, not only in the next year, but potentially over the next couple of decades.

Looking back through history, whenever value stocks have gotten this cheap, subsequent long - term returns have generally been strong.3 From current depressed valuation levels, value stocks have in the past, on average, doubled over the next five years.4 Not that we necessarily expect returns of this magnitude this time around, but based on the data and our six decades of experience investing through various market cycles, we believe the current risk / reward proposition is heavily skewed in favor of long - term value investors.

In the case of American Water Works, the return on equity has averaged about 10 % annually over the past decade.

Bonds have historically returned less than stocks, but over the past decade, they have performed much better.

International Evidence» investigates the correlations between gold returns and stock market returns in 13 countries over the past three decades.

Over the past five decades, they returned the favor, marginalizing our faith as out of touch and culturally unacceptable.

Over the past decade plus, teams fitting this criteria have gone 80 - 54 ATS (59.7 %) with +21.56 units won and a 16.1 % return on investment (ROI) heading into this year's tournament.

It's also surprising that favorites of -225 or greater have actually produced a positive return on investment (ROI) over the past decade.

Despite a growing body of evidence - based research over the past decade regarding the management of sport - related concussions, the question often raised by many healthcare professionals in the clinical field pertains to return to participation procedures.

Glenwood gave $ 1.01 million in 2013, an amount consistent with most years over the past decade, but brought in more in returned checks ($ 12,900) last year than it made in donations ($ 5,000).

If we include dividends, shareholders have seen around 14 % total annual returns over the past four + decades.

I've done well over the years and I thought it was my investment prowess, but a recent review of my returns over the past three decades has shown that I actually trailed the index averages by a bit.

Bonds with the lowest investment grade have been a market darling over the past decade, ballooning in size as low global interest rates drew fund managers seeking higher returns.

When asset manager Black Rock queried more than 1,000 401 (k) investors for its latest DC Pulse Survey, 66 % expected returns on their savings over the next decade to be in line with what they've experienced in the past, while another 17 % believed returns will be even higher.

By WisdomTree's calculations, currency movements increased volatility by 8.1 % per year over the past decade while only adding 0.8 % to returns.

If five years from now the yield simply returned to its level of a decade ago (and just in case you think I'm cherry picking, over the past 25 years it has averaged a 7.5 % yield and at the low in 1981 was twice that), bond investors would suffer a meaningful loss of capital.

Over the past four decades, a slew of research has been conducted on the topic, which has turned up a fistful of factors that appear to be associated with superior returns — and, no surprise here, Wall Street has been quick to capitalize.

It is interesting to see that Acacia Research has generated an annualized rate of return of almost 25 % per annum over the past decade which correlates very closely (30.6 % earnings growth versus 24.9 % annualized rate of return) to the company's earnings growth rate.

Has Modern Portfolio Theory failed to deliver over the past decade because users employ long - term averages for expected returns, volatilities and correlations that do not respond to changing market environments?

He said the Dividend Aristocrats «have produced a return profile exceeding the broader market by 2.4 % per annum over the past nearly three decades while exhibiting only three - quarters of the return volatility.»

Over the longer term, however, the fund has beaten the market and its peers (Morningstar puts it in the mid-value category), with average annual returns of 10 % over the past decade, and nearly 20 % over the past five years, better than 98 % of its peOver the longer term, however, the fund has beaten the market and its peers (Morningstar puts it in the mid-value category), with average annual returns of 10 % over the past decade, and nearly 20 % over the past five years, better than 98 % of its peover the past decade, and nearly 20 % over the past five years, better than 98 % of its peover the past five years, better than 98 % of its peers.

This tactic has clearly worked well for ABT stock, with share prices up more than 80 % over the past decade, even considering the stock's -2 % return in 2008.

Here's the argument in favor of Whitebox: they have a Multi-Strategy hedge fund which uses some of the same strategies and which, per a vaguely fawning article in Barron's, returned 15 % annually over the past decade while the S&P returned 5 %.

Over the past decade, it has returned an average of 8.2 % a year, ahead of the S&P 500's 7.5 % annualized return and better than 85 % of the funds in the «large blend» category.