Sentences with phrase «than the total return»

Mutual funds are generally more tax inefficient than ETFs and, as a result, are typically more negatively impacted than ETFs when comparing performance based on post-tax returns rather than total returns.

Yield quotations more closely reflect the current earnings of money market funds than the total return quotations.

Yield more closely reflects current performance than total return.

One way of looking at this is to state that cash return analysis is sometimes quite different than total return analysis.

The seven - day yield quotation more closely reflects the current earnings of the fund than the total return quotation.

The yield presented in this table more closely reflects the current earnings of the Money Market Portfolio than the total return.

They hope the mortgage interest rate is lower than the total return on the property.

If there is a material difference between the quoted total return and the quoted current yield, the yield quotation more closely reflects the current earnings of the portfolio than the total return quotation.

Because the ETNs are subject to an investor fee and other applicable costs, the return on the ETNs will always be lower than the total return on a direct investment in the index components.

Mutual funds are generally more tax inefficient than ETFs and, as a result, are typically more negatively impacted than ETFs when comparing performance based on post-tax returns rather than total returns.

Plus most investors tend to compare investment performance vs. price indices, rather than total return indices — another good reason for this approach.]

Investors also tend to compare investment performance with price indices, rather than total return indices — another reason for this approach.]

As for dividends: I prefer to compare my performance to price (rather than total return) indices, since that's what most investors focus on primarily, so it's only fair I exclude dividends too.

There are no capital returns on cash, and the income is much less than the total returns from other asset classes

Yield refers to income (e.g. dividends) rather than total return.

This is because investors as a whole can earn no more than the total return of the market (there is only so much juice in an orange).

Total returns for the NFI - ODCE for the first and second quarters of 2009 were minus 13.7 % and minus 9 %, respectively, substantially worse than the total returns of the NPI.

Not exact matches

Warren Buffett's Berkshire Hathaway raised its per - share book value 14.4 % in 2012, less than the S&P 500's 16 % total return.

The income pays for day - to - date expenses, and research has shown that companies with a yield tend to post higher long - term total returns than those without.

(Since he took the reins, Aetna (aet) has returned a cumulative 541 % to its shareholders, or more than three times the total return for the S&P 500.)

He's still dead set on sweeping equity declines totaling more than 60 % — a plunge he says will erase the excess total return of the S&P 500 index dating all the way back to October 1997.

If you're one of the one million taxpayers who still have not filed their 2014 returns, you could be missing out on your portion of refunds totaling more than $ 1 billion.

The total output lost is greater than those figures, however, because office workers typically take around 25 minutes to recover from interruptions before returning to their original task, Nixon says.

«It might be a better place to be in the next year or two rather than in the U.S. if the global recovery continues its slow grinding pace upward, and you are particularly focused on total return potential,» Fennell said.

In that 19 year span, UnitedHealth has delivered total returns of 4,500 %, or 22.4 % annually, more than triple the gains of the S&P 500.

Hamman said bond investors may value that more than total market returns.

Iger's continuation as chief executive is imperative in light of the planned Fox acquisition, Lewis said, noting that total shareholder return has more than quadrupled over Iger's tenure.

Kelly received a raise of only 25 % in 2014, based on figures provided to Fortune by Equilar, despite delivering a total stockholder return of more than 126 % to shareholders.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

However, because the income return in each of these years was sizable, no single year resulted in a total return loss greater than 3 percent.

While these funds have the potential to provide high income and total returns, they are riskier and more volatile than their investment grade counterparts.

Total return matters more than yield.

PIMCO Total Return ETF switched ticker symbols from TRXT to BOND on the NYSE Arca in April and has a gross expense ratio of 0.55 %, which is notably cheaper than the 0.85 % charged for the more established PIMCO Total Return A (PTTAX), according to Rosenbluth.

The Pimco Total Return ETF is expected to be managed — as is the more - than -20-year-old Total Return mutual fund — by famed Bill Gross, a Pimco founder and co-chief investment officer.

That 7 - 8 years when they are young, $ 5.5 K a year into a Roth IRA, a total of $ 44,000 investment (at age 18), and even if they NEVER invest in it again, at 8 % annual returns will net them $ 2.5 million of tax free money at age 62 (which is more than most people who work all their life and don't save), and $ 5.1 million at age 70.

MarketCap / GVA is better correlated with actual subsequent S&P 500 total returns than price / forward earnings, the Fed Model, the Shiller P / E, price / book, price / dividend, Tobin's Q, market capitalization to GDP, price / revenue and every other valuation ratio we've developed or examined in market cycles across history.

We find that in market cycles across history, this new measure is better correlated (92 %) with actual subsequent S&P 500 nominal total returns than even the S&P 500 price / revenue ratio and market capitalization / nominal GDP.

Since earnings growth for the S&P 500 has never grown faster than about 6 % annually when properly measured from peak - to - peak or trough - to - trough, we're talking about a long term total return of about 7.2 % if - and it's a big if - P / E ratios were held at current extremes forever.

The thing is, the alternative to dividend investing — investing for total return — will get you even more money than a dividend investing strategy ever will.

On a total return basis, the Safest Dividend Yields Model Portfolio (+0.3 %) rose less than the S&P 500 (+2.9 %) and underperformed as a long portfolio last month.

Present levels are consistent with 12 - year S&P 500 total returns averaging less than 1 % annually.

Throw in the most recent year's $ 365 billion in dividends, and the total amount returned to shareholders reaches $ 885 billion, more than the companies» combined net income of $ 847 billion.

Thus fluctuations in interest rates will cause the total return on bonds to fluctuate, with long - term bonds fluctuating more than short - term bonds.

The PIMCO Enhanced Short Maturity Active ETF is an actively managed fund that seeks to provide greater income and total return potential than money market funds by investing in ultra-short-term debt securities.

In bonds, the Market Climate remains characterized by unfavorable valuations and unfavorable yield pressures, holding the Strategic Total Return Fund to a duration of less than 1 year.

That exposure now stands at less than 10 % of assets in the Strategic Total Return Fund.

If you write a billion - dollar 5 - year total return swap on Microsoft stock, that counts as $ 80 million of «total leverage exposure,» because that's 92 percent less worrisome than the CDS.

British Journal of Industrial Relations, 54 (1) 2016, 55 - 82, showing that such companies had higher return on equity than low equity and profit sharing companies, based on a sample representing 10 % of sales and employment and 20 % of total market value of the entire NYSE and NASDAQ comparing companies with broad - based shares to companies without broad - based shares.

Bonds denominated in renminbi in the Hong Kong market, known as CNH bonds, outperformed dollar - denominated and other local currency bonds in Asia last year, with a more than 6 % total return in dollar terms, as investors sought stability in the resilience of the Chinese currency, according to a report by HSBC.

So far the lack of yield on gilts is more than made up for by the negative correlation with stocks on down days, but more curious how the long term total return compares.