Sentences with phrase «total cumulative return»

Over the same analysis interval, the fund had a total cumulative return of about 130 % (annualized 9.2 %), with a standard deviation of 15.1 %, Sharpe ratio of 0.58, and maximum drawdown of 44 %.

This is a total cumulative return of 111 % ($ 11,090 / $ 10,000 = 1.11 = 111 %), which represents a compound annual return of 7.75 %.1 Without considering dividends, $ 10,000 would have grown to about $ 16,000 (due to the 60 % price increase), so the 10 year cumulative return was increased by more than $ 5,000 by reinvesting all dividends.

Here are the companies that have shown the highest total cumulative return over the last five years:

Not exact matches

(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.)

The lines show the cumulative total return in the S&P 500 Index in all strictly negative market return / risk profiles we identify, partitioned by whether the S&P 500 was above or below its 200 - day average at the time.

Cumulative market value illustrates a hypothetical total return for an initial investment of $ 10,000.

Conversely, the other 92 % of historical periods actually capture about (1 /.07 =) 14 times the cumulative total return of the S&P 500 index itself.

Investors earned a cumulative total return of RMB 24 billion ($ 3.86 billion) last year, Ant Financial said in a press release.

To bring the current situation up to date, the chart below shows the cumulative total return of the S&P 500 Index, restricted to the 8 % of history that matches the prospective market return / risk classification that we presently identify.

Total returns presented for periods less than one year are cumulative, returns for periods greater than one year are annualized.

Cumulative total return shows the change in the investment's value over the time period indicated.

To provide some insight into why we consider present conditions so hostile, the chart below shows the cumulative total return of the S&P 500 under a variety of classifications of varying severity.

Total returns presented for periods less than one year are cumulative returns for periods one year and greater are annualized.

The cumulative total return of the S&P 500 for the 35 - year period ended 11/30/2014 was 1,847 %.

Total returns presented for periods less than one year are cumulative, returns for periods greater than one year are annualized.

Gummy's formula can be written in the form: Balance at Year N / Initial Balance = Return (N) * (1 - w / wfail (N)-RRB- where N is the number of years, Return (N) is the total return of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yReturn (N) * (1 - w / wfail (N)-RRB- where N is the number of years, Return (N) is the total return of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yReturn (N) is the total return of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yreturn of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at year N.

Historically, that puts the typical bull market gain at about 152 % from trough - to - peak, followed by a bear market decline about 34 % from peak - to - trough, for a cumulative full - cycle total return of about 67 % (roughly 10.7 % annualized).

The cumulative total return of the S&P 500 for the 35 - year period ended 30 November 2014 was 1,847 %.

Cumulative market value illustrates a hypothetical total return for an initial investment of $ 10,000.

The top section shows the hypothetical cumulative returns of the value approach versus the S&P 500 total return (i.e., price appreciation plus dividends) between 1962 and September 2015.

Similarly, from the 2009 low, we should expect a return of 9.1 % p.a. by 2019 (cumulative return of 139 %), but given we are at 138 % total return today, over the next 6 years, we might expect no additional return.

Yields, cumulative income and total return shown do not reflect the effect fees imposed by an investment manager nor does it reflect the impact of taxes.

Cumulative total return shows the change in the investment's value over the time period indicated.

Total return calculations represent the cumulative and average annual changes in value of an investment over the periods indicated.

The final chart with related statistics depicts the cumulative total (i.e. with reinvested distributions) return of the fund and its benchmark ETF:

The final chart with statistics depicts the cumulative total return of the fund and its benchmark ETF:

First, while the cumulative annualized total return of the S&P 500 has been 9.7 % since 1965, the mathematical average return in any given year has been 11.2 %.

If one looks back over several years, most of the difference between the cumulative gains in the price index and the total return index is the growth of reinvested dividends.

He notes the S&P 500 Dividend Aristocrats Index, which includes companies with at least 25 years of annual dividend increases, had a cumulative total return of 361 % from December 31, 1999 through March 24, 2016 vs. the S&P 500's total return of 89 %.

Performance reflects cumulative total returns for periods of less than one year and average annual total returns for periods of one year or greater.

Exhibit 1 shows the cumulative total return for our two - factor model versus the broad market.

Today I decided to look at TOTAL REAL RETURNS (or cumulative returns) for each rolling RETURNS (or cumulative returns) for each rolling returns) for each rolling period.

The graph and table below show the cumulative total return of eleven different value - weighted sub-portfolios - stocks that do not pay a dividend, and then ten deciles ranking dividend yield from lowest to highest.

Incidental Home Country Coverage - During the Period of Coverage an insured person may return to their home country for incidental visits up to a cumulative two weeks total, subject to: a.

During the Period of Coverage an insured person may return to their home country for incidental visits up to a cumulative two weeks total, subject to: a.

During the period of coverage, an insured person may return to his / her home country for incidental visits up to a cumulative two weeks total (14 days), and retain continuing coverage during such visit (s), subject to: 1) The insured person must have left their home country, 2) The total period of coverage must be for a minimum of 30 days, and 3) The return to the home country may not be taken to receive treatment for an illness or injury incurred while traveling.

Unlike regular term policies, return of premium term life insurance rewards you for keeping the policy by giving a guaranteed return of your total cumulative premium paid on the policy during the level term period, not including substandard (extra charges for health) and rider charges (extra benefits such as disability coverage), if any, which will be paid to the policy owner at the end of the level term period if the policy is then in force.

The Indicator's three - year report also ending December 2015 reflects a cumulative total return outperformance of 5.3 % and a 2.1 % higher net income.