Sentences with phrase «returns over the same period»

Back - tested, the LTVC produced a 10 - year annual return of 7.7 %, a healthy premium over the 4.9 % the S&P Global 1200 returned over the same period.

The horizontal axis measures the average monthly return net of the US return over the same periods.

But when taken collectively, the portfolio of picks has an average absolute return of 135 %, which is double the 67 % the market return over the same period.

With that in mind, it's imperative for United to maximise their points return over the same period if they're to keep the title race alive.

How can I calculate the return on a series of stock positions with multiple uneven transactions that I can compare to the equivalent buy and hold return over the same period?

The bottom 75 per cent of stocks actually posted a negative annual return over the same period.

Returns for all portfolios in each quintile were then calculated, averaged over the 20 - year test period, and compared to the average return over the same period for the overall universe.

For the ten years ended in June, the S&P / TSX Index compounded at 8 % per annum while the S&P 500 Index and the MSCI World Index both delivered negative returns over the same period.

But when taken collectively, the portfolio of picks has an average absolute return of 135 %, which is double the 67 % the market return over the same period.

If excluding dividends, then this 7.5 % annual return doubled the S&P 500 return over the same period.

My returns over the same period are: 2008 -29 % 2009 35.7 % 2010 12.8 % 2011 - 3.1 % 2012 15.5 % 2013 13.3 % 2014 3.9 % (YTD) For me however, investing for my pension income which I rely upon to pay the bills and put food on the table, the important consideration is not so much total return but maximum sustainable rising income.

In addition, while mid-caps had more risk than large - caps, investors have been rewarded with a higher return over the same period.

Hence, will it not be a good idea to invest in Shares, FDs or Property, which can give better returns 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.

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

ie performing TWRR on the portfolio NAV will produce the same return when I sum each securities» geometric return over the same period.

The Developed Ex US 1000 Index posted a 10 - year annualised return of 5.96 % compared to the 5.50 % return of MSCI EAFE Index, and the FTSE RAFI 1000 Index posted a 10 - year annualised return of 9.04 % compared to the S&P 500 Index return over the same period of 7.89 %.

The fourth quarter was another satisfactory quarter for the Greenbackd Portfolio, up 14.3 % on an absolute basis, which was 9.8 % higher than the return on the S&P 500 return over the same period.

The absolute total return across the current and former positions as at January 5, 2009 is 14.2 %, which is 8.4 % higher than the S&P 500's return over the same periods.

The absolute total return across the current and former positions as at February 28, 2009 was -3.7 %, which was +7.0 % higher than the S&P 500's return over the same periods.

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.

In 2017, the average return is 2,908 %, according to Hedge Fund Research, compared with a 9 % gain for hedge funds over the same period.

Over the same period, cobalt has returned an incredible 112 percent.

Bitcoin alone, by comparison, returned about 754 % (an 8.5-fold gain) over the same period.

Compare that to the GDM, which returned negative 56 percent over the same period.

Over that same period, the average return for bonds was 4 %.

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

For instance, a portfolio with an allocation of 49 % domestic stocks, 21 % international stocks, 25 % bonds, and 5 % short - term investments would have generated average annual returns of almost 9 % over the same period, albeit with a narrower range of extremes on the high and low end.

But supposing we can count on annualized returns around 8 % then my $ 100k diverted from a down payment and my presumed $ 1000 (delta between mortgage payment and rent) monthly savings could appreciate significantly over the same 10 year period.

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

The following scatter plot relates monthly S&P 500 Index return to same - month change in NYSE margin debt over the available sample 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.

The Oakmark International Fund returned 5 % for the quarter ended December 31, 2015, outperforming the MSCI World ex U.S. Index, which returned 4 % over the same 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.

Most importantly, the Fund has returned an average of 8.4 % per year since its inception in October 2006, outperforming the MSCI World Index's annualized gain of 5.0 % over the same period.

Yes, the average investor gained 5 % but the S&P 500 returned 12 % over the same 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.

A compilation of «self - managed» accounts over the same period showed a cumulative return of 59.4 percent, losing to the market by 20 percent, and to the machines by almost 25 percent.

For reference, over the same period, the S&P only returned 6.91 %.

The Fund has returned an average of 2 % per year since its inception in October 2006, outperforming the MSCI World Index's annualized loss of 2 % over the same period.

It's true that, for example, if a dividend - paying company has 8 % growth and a 3 % yield while another company has 11 % growth over the same period, the returns of the companies will be comparable.

By contrast, an investor who put $ 100,000 into a portfolio comprised of 60 % stocks and 40 % bonds and left it alone would now have $ 214,080, based on the total returns of the S&P 500 and the Barclays bond index, over the same period.

The Fund has returned an average of 10 % per year since its inception in September 1992, outperforming the MSCI World ex U.S. Index, which has averaged 6 % per year over the same period.

Most importantly, the Fund has returned an average of 10 % per year since its inception in September 1992, outperforming the MSCI World ex U.S. Index, which has averaged 6 % per year over the same period.

These returns compare to 5.39 % for taxable bond funds and 4.73 % for traditional fixed annuities over the same period.

More importantly, the Fund has returned an average of 7 % per year since inception, outperforming the MSCI World Index, which has averaged 3 % per year over the same period.

But in early 2016 Wesfarmers had a great history of building wealth for shareholders — an investment in the company's shares in 2000 returned nearly 17 % per year while the Australian market, including dividends, returned 8 % a year over the same period.

(Over the same period, remember, the S&P 500 returned 10.6 %.)