Sentences with phrase «similar returns over the long term»

Not exact matches

The SPIVA research returns fairly similar results every year; the vast majority of active funds underperform their benchmark over both the short term (one year) and the longer term (five years).

As depicted in Exhibit 1, total returns of New Zealand equities, as measured by the S&P / NZX 50, and property stocks, as measured by the S&P / NZX Real Estate Select, have been relatively similar over the longer term, while volatility has been modestly lower for property stocks.

Indeed some mutual funds, the equity ones, have given stellar returns in past few years; also some have given very good returns, similar to what you mentioned, over long term, which is 15 - 20 years.

Over the long term, we can't make that argument with any confidence: we should expect their returns to be similar.

Core real estate, as represented by the National Council of Real Estate Investment Fiduciaries Property Index, tends to have similar volatility to corporate and government bonds with a higher return over the long term.