Sentences with phrase «still on a total return basis»

In subsequent articles I will conduct some calculations that assume dividends are reinvested annually, but all the portfolio growth and spending assumptions are still on a total return basis.

Not exact matches

Still, we can expect a certain amount of day - to - day volatility in the Strategic Total Return Fund based on the day - to - day fluctuations in precious metals shares.

Meanwhile, the Projections box indicates that this issue's total return potential to 2018 - 2020 is subpar, compared with the market median of 10 %, but might still appeal to some investors on a risk - adjusted basis.

While this only goes back to 1999, it would still be insightful to compare these two indexes on a year by year and aggregate basis for total return and volatility to get a true sense of the difference that treasury bond duration makes.

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.

Despite this, on a trailing 12 month basis, the index still maintains a positive 17.1 % total return.

Note that on the basis of this measure, expected 12 - year S&P 500 total returns associated with current valuation levels are negative, and even if one was to shift the blue line up somewhat closer to the red line in recent years, the associated return expectation would still be close to zero (which is what I actually expect based on MarketCap / GVA and other historically reliable measures).