Sentences with phrase «than the percentage returns»

However, these interest rates are lower than the percentage returns -LSB-...]

Not exact matches

Since the beginning of 2008, the Russell 3000 growth index outperformed its value counterpart by more than 70 percentage points, returning 10.3 % annually, compared with 7 % for value stocks.

If your stocks offer a 10 percent return over a year while your bonds return 4 percent, you will end up with a higher percentage of stocks and lower percentage of bonds than you started.

As the article chart below shows, McKinsey is forecasting that the average annual equity returns over the next 20 years will be between 1.5 and 4.0 percentage points lower than they were in the past 30 years.

On average, stock returns are about 10 percentage points higher in November - April half - year periods than in May - October half - year periods.

These returns are usually several percentage points higher than returns seen before a bull market correction.

When the sentiment index is more than one standard deviation above (below) its historical average, monthly returns average -0.34 % (+1.18 %) for the value - weighted market and -0.41 % (2.75 %) percentage points for the equal - weighted market.

Last August, at the time of the announcement of the sale of the Washington Post, I noted that Washington Post Co. shares had proved a mediocre investment over the past two decades, trailing the S&P 500 by more than 2.5 percentage points on an annualized investment (although starting at the time Buffett began accumulating shares, in 1973, the performance was much better, with an estimated annual return of 11.5 %).

Based on recent corporate leverage, this decline in the cost of debt would increase the typical company's return on equity by more than four percentage points.

The one - day loss for many funds, including Vanguard Total Bond Market, iShares Core U.S. Aggregate Bond, Pimco Total Return and Metropolitan West Total Return, while less than a half a percentage point, still amounted to more than 10 percent of their current yield.

In percentage, this makes 72 % companies outperforming the market and 39 % of them have returned more than double the market performance to their shareholders.

Even if one is able to attain this best case return target, most retirees will have to learn to live on much lower income than they are expecting, and / or continue working at least part time well into their 70's, and / or start saving a much higher percentage of their income asap so as to increase their savings to the target level of capital needed.

But when Carhart included zombie funds, the average compound return for stock funds dropped more than a percentage point, to 9.5 %.

Fairly priced doesn't mean sell, it means you should expect returns consistent with historical returns, or something like 4 or 5 percentage points more than bonds.

... over the next five years bonds will probably outperform stocks by a few percentage points, but both will return much less than double digits.

This dynamic explains why U.S. tax returns year after year show that top earners report a lower percentage of charitable giving than those at the bottom.

As you can see, despite a 41.8 % winning percentage, a $ 100 / game bettor would be up $ 9,264 betting on all teams receiving less than 20 % of moneyline wagers — good for a 4.2 % return on investment.

Other than the slight drop off at the 30 % threshold, the winning percentage and return on investment steadily improve as we look as increasingly one - sided public betting.

But instead of getting only a small percentage return on your investment, the PATH Points feature more than doubles the potential value of your membership, allowing you to effectively spend your membership fee twice!

And divorced women were marginally, by 10 percentage points, more likely than married women to have returned to full - time work.

'' «A growing percentage of our colleges and universities are in real financial trouble,» the financial consulting firm Bain & Company concluded in a report — one - third of them, to be exact, according to Bain, which found that these institutions» operating costs are rising faster than revenues and investment returns can cover them.»

After more than a century of incremental improvements in the steam cycle, engineers have plucked most of the low - hanging fruit and are chasing diminishing returns, spending millions of dollars for every percentage point of efficiency improvement.

When they do return to the weight they were, their body composition comprises a higher percentage of body fat than before they dieted, predisposing them to further weight gain, as fat burns just a third of the energy muscle does.

It's not that hard, but please don't start and stop restrictive diets that ban or heavily reduce whole food groups because once you return to normal eating or old eating patterns when «the diet is over» the weight will simply return, and you could find your body fat percentage is higher than before!

Also, it gets people to buy the set today rather than the books one at a time tomorrow (if your situation is different than mine, and you don't have a high percentage of people returning for the remaining books in the series, this may be a particularly good idea for you).

I don't think I've ever had a book with a high percentage of returns, and a higher percentage than that is held against possible returns.

The returns of these funds will be more directly linked to percentage changes in the index than percentage changes in breakeven inflation («BEI»).

They'll use an active management strategy to try and achieve a return that's anywhere from a fraction of a percent to two percentage points higher than the index return.

The percentage of countries with positive 6 - month returns was 27 percent, making it the third week the measure was less than 40 percent.

The fund's average annual return over the past decade is 8.4 %, more than a percentage point better than the S&P 500.

Let's say the risk - free rate of return is 1 %, the market itself is expected to return 4 percentage points more than the risk - free rate (so the market's risk premium is 4 %), and a stock has a beta of 1.5, which makes it more risky than the market.

By way of comparison, that's more than 12 percentage points higher than the annual return of the S&P / TSX Composite, which climbed just 6.5 % a year over the same period.

But profitable outcomes return smaller dollar figures, although a potentially greater percentage of the investment, than equivalent stock transactions.

Over the past five years, the fund, a member of the Kiplinger 25, returned an annualized 6.7 % — 2.0 percentage points per year more than Barclay's U.S. Aggregate Bond index.

If the average long - term return for stocks is 8.5 %, let's look at years where returns were a full 10 percentage points more or less than that.

Keep in mind, though, that the average annual rate of return for a balanced portfolio is 4 % after inflation — that's only a percentage point and a bit more than most mortgage rates these days.

From the beginning of the contest period for a board seat through the first year of a hybrid board's existence, companies» total returns were 19.1 percent, or 16.6 percentage points better than peers».

If what you are paying in interest on the debt is a higher percentage than what your investments are returning, the best investment you can make is to pay off the debt.

In fact, when Jason Heath ran the numbers with an annual average rate of return of 5 % — just one percentage point higher than Lamontagne's conservative 4 % rate — he found that the couple will never run out of money, even if they choose to spend more than $ 72,000 a year.

It turns out he would have reaped an astounding average annual return that was a full 13.4 percentage points higher than the return on the average stock.

If you're married and filing a joint return, then 50 percent of your benefits are included in taxable income if your combined income is greater than $ 32,000; the percentage rises to 85 percent if combined income is over $ 44,000.

My rule is that stocks need to pay a return at least two percentage points higher than what I can get with a super-safe asset class to make it worth it for me to take on the volatility of stocks).

The expected monthly returns are 2 percentage points lower than expected in a bull market, while the standard deviation is 50 percent greater.

In stodgy old Britain, nominal GDP growth has averaged just 4.9 %, but investment returns have been 6.1 % per annum, more than nine percentage points ahead of booming China.

If do - it - yourself investors are told exactly how much they are paying in trailer fees — in hard dollars, rather than percentages — that might cause them to scrutinize what they receive in return.

Lucas's annualized after - tax return increases by more than two percentage points by using a traditional IRA for his gold mutual fund investment and more than three percentage points over a brokerage account by using a traditional IRA for his investment in gold coins.

The annualized after - tax return on the gold coins is the lowest — about a percentage point lower than the gold mutual fund, which receives LTCG treatment.

I think the answer is pretty simple take out the mortgage and as long as you find a return on investment higher than your mortgage percentage — tax break, then you are money ahead!

To get the most out of your money, select a savings account with a high rate of return like First IB's Money Market Savings account which earns a 0.90 % APY (annual percentage yield) on daily balances of $ 250,000 or less, and 1.16 % APY on balances greater than $ 250,000.

As you have probably noticed already in the table, over the 46 years from 1970 through 2015, this worldwide value portfolio (labeled as Portfolio 3) turned in a compound return of 12.43 %, which is 1.15 percentage points higher than the 11.28 % return of the Ultimate Equity portfolio.