Sentences with phrase «rolling periods since»

Noting that the S&P 500 Dividend Aristocrats Index has outperformed the S&P 500 in over 90 % of the rolling periods since its inception, he added that the same dividend growth screen has been applied effectively to other markets, like mid cap and small cap.

Historically, three - year rolling returns for the S&P 500 Dividend Aristocrats revealed they've outperformed in 95 % of three - year rolling periods since inception.

Equity as represented by the Sensex has given, on an average, 15.87 per cent in the 30 - year rolling period since 1979; minimum has been 12.57 per cent.

Not exact matches

Our analysis of rolling 12 - month periods shows cumulative inflows into non-U.S. funds over the last 12 months were the highest as a percentage of assets under management since June 2014.

He notes that even «Warren Buffett's Berkshire Hathaway lagged the S&P 500 in more than one - third of rolling three - year periods in the 25 years since 1987,» which, he says, is «something to keep in mind when trying to gauge manager skill over shorter time periods.

Prior to the publication of Superinvestors, the Fama French Value index had outperformed the S&P 500 in 89 % of all rolling twenty year periods, and since then, that number has fallen to 62 %.

When we chart 117 rolling return periods for the Dividend Aristocrats since its inception (May 2005), we see it consistently outperformed the S&P 500 under almost all market conditions.

Alpholio ™'s calculations show that since inception, the fund returned more than the ETF in about 72 % of all rolling 36 - month periods, 76 % of 24 - month periods, and 68 % of 12 - month periods.

Alpholio ™'s calculations show that since September 2004 (the start month of the current manager), the fund returned more than the ETF in about 47 % of all rolling 12 - month periods, 48 % of 24 - month periods, and 62 % of 36 - month periods.

Alpholio ™ calculations show that since 2007, the fund returned more than the ETF in about 61 % of all rolling 12 - month periods.

Alpholio ™'s calculations show that since that ETF's inception in January 2012, the fund returned more than the ETF in about 18 % of all rolling 12 - month periods and 6 % of rolling 24 - month periods.

Over the rolling 10 year periods since the early 1970's the Permanent Portfolio always had a positive after - inflation return.

Prior to the publication of Superinvestors, the Fama French Value index had outperformed the S&P 500 in 89 % of all rolling twenty year periods, and since then, that number has fallen to 62 %.

In 2014, Alliance Bernstein compared the returns of investing immediately in the S&P 500 versus investing gradually through dollar - cost averaging, analyzing every rolling 12 - month period since 1926 (results are shown in the chart above).

Alpholio ™ calculations show that since inception the fund returned more than the ETF in approximately 48 % of all rolling 36 - month periods, 44 % of 24 - month periods and 42 % of 12 - month periods.

Alpholio ™'s calculations show that since inception the fund returned more than the ETF in 88 % of all rolling 36 - month periods, 89 % of 24 - month periods and 62 % of 12 - month periods.

The majority of small - cap active managers consistently underperformed the benchmark in both the 10 - year period and each rolling five - year period since 2002.»

Alpholio ™'s calculations show that since inception the fund returned more than the ETF in approximately 93 % of all rolling 36 - month periods, 87 % of 24 - month periods and 84 % of 12 - month periods.

Alpholio ™'s calculations show that, since then through 2014, the fund returned more than the ETF in about 56 % of all rolling 12 - month periods.

Alpholio ™'s calculations show that since inception in September 2010, the fund returned more than the ETF in about 88 % of all rolling 12 - month periods, and 100 % of 24 - month and 36 - month periods.

Since then, the fund beat that ETF in about 29 % of all rolling 12 - month periods, with mean and median underperformance of 0.6 % and 1.0 %, respectively.

According to Alpholio ™'s calculations, since early 2010 the fund returned more than this ETF in only about 6.4 % of all rolling 12 - month periods; the average underperformance was about 5 %.

The fund returned more than this ETF in about 80 % of all rolling 12 - month periods since May 2007.

The weight of these factors on the payment history varies, since some creditors report immediately, some report based on a 2 - 3 rolling period, and some don't report at all.

Our analysis of rolling 12 - month periods shows cumulative inflows into non-U.S. funds over the last 12 months were the highest as a percentage of assets under management since June 2014.

Since the ETF's inception in March 2008, the fund returned more than the ETF in about 98 % of all rolling 36 - month periods, 87 % of 24 - month periods and 77 % of 12 - month periods.

Alpholio ™'s calculations show that since late 2004 the fund returned more than the ETF in only about 46 % of all rolling 36 - month periods, 45 % of 24 - month periods and 42 % of 12 - month periods.

Since 1926, the minimum inflation - adjusted total return of the S&P 500 (or its predecessor index) has been over 4 %, annualized, over every 40 - year rolling period.

The qualification period is a rolling 12 months, so since this year is almost over, credit the rest of your flights this year, and early next year as well to Aegean.

We had to clean the facility and had to purchase toilet rolls since only 2 toilet rolls were allocated to the unit for the vacation period.

If the average return on the collared Index over the next 30 years is equal to the worst rolling 30 - year period since 1920 (which, as noted in the chart, was 6.9 percent), the cash surrender value IRR at the end of Year 30 will be 5.56 percent rather than the 6.32 percent that is projected on the Policy illustration assuming a 7.5 percent Index return.