Sentences with phrase «term of total returns»

In terms of total return performance, 2017 returns showed similar trends as 2016.

In Exhibit 2, the column on the left ranks the major asset classes in terms of total return for 2016.

I don't really think of investing in terms of total return.

Given the strong income effect, the S&P / NZX 50 High Dividend Index managed to outperform the S&P / NZX 50 Index in terms of total return over the 3 -, 5 -, and 10 - year periods ending Aug. 31, 2016, although there was slight underperformance in the price return version.

In terms of total return performance, the S&P China Bond Index rose 2.14 % year - to - date (YTD), after a 10 % gain in 2014.

Using one of the top index ETFs with an expense ratio as long as 0.10 % yields enormous benefits in terms of total return over a prolonged period of time.

Over the year, average UDIBonos yields, as measured by the, were up 110 bps, eroding coupon and inflation carry on the bonds, leading to a 1.8 % loss in terms of total return in pesos.

In terms of total return performance, the Dow Jones Sukuk Index rose 4.00 % YTD as of Nov. 30, 2016 (see Exhibit 2).

This year, companies such as Caterpillar (NYSE: CAT), Chevron (NYSE: CVX), and IBM (NYSE: IBM) have a big lead over the overall Dow in terms of total return and dividend yield.

It's a good rule of thumb that all else being equal, the long - term dividend yield plus the long - term dividend growth rate is what you can expect in terms of total return.

Although SPY beat both ETFs in terms of the total return, each of them had a higher Sharpe Ratio.

Trump's portfolio has handily beaten the S&P 500 in terms of total return over the past year...

And yet for the month of August, the bond market was down in terms of total return, which is strange given the tremendous collapse that occurred in the commodity complex.

Most asset managers are not used to thinking like bankers, largely because they think in terms of total return, and because they don't have a balance sheet.

Chinese bonds have consistently outperformed Chinese equities, both in terms of total return and risk - adjusted return (see Exhibit 1).

Quantitative trend following is empirically far and away the most successful hedge fund strategy as a class in terms of total return / long track record.

In terms of total return, the onshore market, tracked by the S&P China Composite Select Bond Index, rose 9.61 % in 2014, outperforming the offshore market as represented by the S&P / DB ORBIT Index.

I agree that CDZ has outperformed in terms of total returns.

«The third quarter was the first really big negative quarter we've had in terms of total returns in the REIT market since 1999,» stated Litt during an Oct. 10 quarterly conference call hosted by NAREIT.

In fact, they tend to underperform the REIT universe, both in terms of total return and dividend yield.