Sentences with phrase «total dollar return»

I am always amazed when I see examples of what a significant difference is made in a portfolio's total dollar return by such a small difference in an expense ratio.

Not exact matches

A half - percentage - point difference in fees will translate into thousands of dollars less in total return over an investor's lifetime.

After calculating investor returns in dollar terms, two percentages are calculated for the period examined: Total investor return rate and annualized investor return rate.

Deficits totaled $ 587 billion in 2016, and CBO projects trillion - dollar deficits will return by 2023.

Total return rate is determined by calculating the investor return dollars as a percentage of the net of the sales, redemptions, and exchanges for the period.

For each CEO's tenure, the researchers calculated three metrics: the country - adjusted total shareholder return (including dividends reinvested), which offsets any increase in return that's attributable merely to an improvement in the local stock market; the industry - adjusted total shareholder return (including dividends reinvested), which offsets any increase that results from rising fortunes in the overall industry; and change in market capitalization (adjusted for dividends, share issues, and share repurchases), measured in inflation - adjusted U.S. dollars.

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.

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.

«We are optimistic about CNH credits going into 2014 and expect a total return of 3 % to 4 % in dollar terms,» HSBC analysts say.

They consider equities (S&P 500 Index), bonds (Markit ITTR110), commodities (S&P GSCI Total Returns Index), currencies (U.S. Dollar Broad Index), gold (COMEX close) and S&P 500 implied volatility (VIX) as conventional asset classes.

Overall, the Strategic Total Return Fund remains positioned primarily to benefit from downward pressure on real interest rates and the U.S. dollar, but our overall exposure to risk is relatively conservative in all of the asset classes we hold - TIPS, precious metals, utilities, U.S. agency notes, and foreign government securities.

After calculating investor returns in dollar terms, two percentages are calculated for the period examined: total investor return rate and annualized investor return rate.

Using monthly total returns for the specified bonds in U.S. dollars during 1950 through 2012, he finds that: Keep Reading

Using weekly total returns in U.S. dollars for 29 frontier government bond markets in the J.P. Morgan Next Generation Markets Index and for other J.P. Morgan bond indexes and the MSCI All Country World Index during December 2001 through December 2013, they find that: Keep Reading

Using global industrial production growth as specified, annual total returns for 30 country, two regional and world stock indexes, currency spot and one - year forward exchange rates relative to the U.S. dollar, spot prices on 19 commodities, total annual returns for a global government bond index and a U.S. corporate bond index, and country inflation rates as available during 1970 through 2013, they find that: Keep Reading

According to the statement, which is based on the interim report on the financial and assets recoveries made by the various government agencies from 29 May 2015 to 25 May 2016, the Funds Awaiting Return From Foreign Jurisdictions total $ 321,316,726.1 (Three hundred and twenty one million, three hundred and sixteen thousand, seven hundred and twenty six Dollars, one cent); 6,900,000 Pounds (Six million, nine hundred thousand Pounds) and 11,826.11 Euros (Eleven thousand, eight hundred and twenty six Euros, 11 cents).

When the researchers included the benefits from reductions in smoking, total returns rose to more than $ 12 per dollar invested.

The preschool part showed the strongest economic benefits providing a total return to society of $ 10.83 per dollar invested — equivalent to an 18 percent annual return on program investment.

When researchers included the benefits from reductions in smoking, total returns jumped to more than $ 12 per dollar invested.

During that period, his portfolio posted an annualized 8.3 - per - cent return before fees, compared with 5.6 per cent for the S&P / TSX Total Return index and a 3.2 - per - cent loss for the S&P 500 Total Return index in Canadian doreturn before fees, compared with 5.6 per cent for the S&P / TSX Total Return index and a 3.2 - per - cent loss for the S&P 500 Total Return index in Canadian doReturn index and a 3.2 - per - cent loss for the S&P 500 Total Return index in Canadian doReturn index in Canadian dollars.

The Bloomberg Barclays US Corporate High - Yield Bond Index is an unmanaged broad - based market - value - weighted index that tracks the total return performance of non-investment grade, fixed - rate, publicly placed, dollar denominated and nonconvertible debt registered with the Securities and Exchange Commission.

My observation is that the preoccupation with the «growth» component of total return has made (but mostly lost) many millions of dollars for investors.

In both cases, the dollar amount of your total holding will increase over time if the fund delivers a positive return, but the gain / loss column in your account summary will show the same misleading price decline.

Go and look at your tax return, look at the total income line and look at the total you had to pay both in federal and provincial tax, that's your total tax rate, that's not your marginal tax rate, which is the tax on the last dollar you owe, or sorry, earn.

Total return is the dollar amount a fund has increased or decreased in value when all of the fund's distributions (that is, dividends and capital gains paid out to the fund investors) have been reinvested.

What's more, these small businesses were anticipating a 5X return for every dollar they borrowed, making the total dollar cost of the loan a key consideration for them.

Year 10 total return vary with valuations in (inflation adjusted) REAL dollars.

The Fund seeks to achieve total returns reflective of both money market rates in selected emerging market countries available to foreign investors and changes to the value of these currencies relative to the U.S. dollar.

After calculating investor returns in dollar terms, two percentages are calculated for the period examined: Total investor return rate and annualized investor return rate.

After calculating investor returns in dollar terms, two percentages are calculated for the period examined: total investor return rate and annualized investor return rate.

Total return rate is determined by calculating the investor return dollars as a percentage of the net of the sales, redemptions, and exchanges for the period.

Along with its attractive distribution yield, MOGL also aims to generate long - term capital growth and outperform the MSCI World Net Total Return Index, in Australian dollars, over a rolling 5 - year period, net of fees.

When I opened an RRSP years ago with a few hundred dollars, I was amazed to learn the rule that the stock market could conservatively be expected to double every nine years at a «modest» average total return of 8 %.

The Solactive US 7 - 10 Year Treasury Bond CAD Hedged Index (Total Return) is designed to measure the performance of the US 7 - 10 Year Treasury Bond market, hedged to the Canadian dollar

TDB904 hedges the currency exposure for a small extra fee of 0.15 % and is designed to provide the same total return as the S&P 500 in its local currency, in this case the US dollar.

High - yield bonds are represented by the Bloomberg Barclays US Corporate High Yield Index, which is an unmanaged, broad - based market - value - weighted index that tracks the total return performance of non-investment grade, fixed - rate, publicly placed, dollar - denominated and nonconvertible debt registered with the Securities and Exchange Commission.

Index Definitions Bloomberg Barclays US High Yield Corporate Bond Index is an unmanaged broad - based market - value weighted index that tracks the total return performance of non-investment grade, fixed - rate publicly placed, dollar - denominated and nonconvertible debt registered with the Securities and Exchange Commission.

In other words, the returns obtained from the fund will be the total return of the S&P 500 adjusted for the changes in the Canadian dollar vis - à - vis the US dollar during the same time period.

The Dow Jones Sukuk Total Return Index was created as an independent benchmark for investors seeking to track the performance and characteristics of U.S. dollar denominated and investment grade Sukuk issued in the global markets.

Although he stopped running others» money in 2003 — by his account, he averaged a 16 % total return after fees during five decades as a stand - alone investment manager, versus 10 % for the S&P 500 — Schloss today oversees his own multimillion - dollar portfolio with the zeal of a guy a third his age.

As fund size increases, the return per dollar invested declines as total assets increase.

The 25 % more in bonus rewards consists of 1 Reward Point for each dollar of Net Purchases (purchases minus credits and returns) plus an additional 25 % (0.25) in points awarded based upon the total points earned on Net Purchases within a billing cycle (total 1.25 points)

I ran the same study for rolling 10 - and 20 - year periods starting in 1970 using the total real (i.e. inflation - adjusted) returns of the TSX Composite, S&P 500 and MSCI EAFE indexes in Canadian dollars and some of the results might surprise you.

In US dollar terms, the return works out to a total loss of 2.5 %.

The J.P. Morgan Asia Credit Index (JACI) tracks the total return performance of the Asia fixed - rate dollar bond market.

Benchmarks Benchmarks have been constructed using combinations of MSCI ACWI and the Bloomberg Barclays Global Aggregate (Dollar Hedged») Total Return index, blended to represent the weighting of equity and fixed income allocations maintained in the associated SoFi Index.

CDRd = the Contract Daily Return value represented as the percentage change in the Total Dollar Weight of the S&P GSCI on any S&P GSCI Business Day, d

The Fund seeks to generate capital growth, income and to outperform the MSCI World Net Total Return Index in Australian Dollars over the medium to long term, net of fees.

In the following table, the annual total returns in NAV terms of XSP are listed in Column 2 and the total returns of IVV in US dollars are listed in Column 3.

The 1 % principal reduction is based on the total dollar amount of all disbursements made, excluding any amounts that are reduced, cancelled, or returned.