Sentences with phrase «total return»

In follow - up posts, we will discuss the implications for total return of treasury portfolios and credit products.

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

In the long run, «interest on interest» accounts for the bulk of total return on a bond mutual fund.

Any deviation of returns of index fund or ETF from the returns of underlying total return index is known as tracking error.

After four years of incredible growth — topped off with a 45 % spike in total returns in 2006 — office REITs looked unstoppable at the beginning of the year.

This figure — which should appear on a bond fund's website — estimates the fund's total return based on interest income minus any capital losses.

Looking backward, the long - term total return of stocks, after adjusting for inflation, has been around 6.5 % to 6.7 %.

One - year total returns averaged more than 11 percent, by our calculation.

That has nothing to do with total return, only expected dividend payments, as you've clearly stated that you don't want to touch the capital.

If management's assumptions are correct, the stock appears to offer annual total return potential of 11 - 13 % per year.

In other words, if you invest in a well - diversified stock portfolio, it's reasonable to expect 9 % annualized total returns from your stock investments over the long run.

In total return swaps, the underlying asset, referred to as the reference asset, is usually an equity index, loans or bonds.

Over the course of 2016, most global real estate markets experienced a slowdown in total return performance.

Total return bond targets remain at market neutral or shorter duration when compared with benchmarks.

And yes, bonds have been producing above - average total returns for several years now.

They also miss out on higher total returns by focusing on an investment's income potential instead of an investments capital gain potential.

That is, if you want to call a 1 % annualized total return positive.

That higher yield (and more powerful dividend growth) also lends itself to potentially higher total return over the long haul.

This is the one portfolio where I'm investing primarily for total return as these funds do not pay dividends.

That higher yield not only means more passive income in your pocket both now and very likely later, but it also means greater long - term total return potential.

All returns for long positions are based on total return including dividends and capital gains distributions.

This growth combined with the company's 3.3 % dividend yield gives investors expected total returns of between 10 % and 12 % a year going forward.

The process begins with the stated goal or goals, such as: Are we attempting to deliver total return or income, and with what constraints?

This is also borne out by the average contribution of this component to total returns since 2001, which was 2.2 % — higher than the historical average.

We seek to generate total return through investment opportunities in currency, interest rate and credit markets.

But, when using total return, you see that you have actually earned 5 %, not 0 %.

Despite soft returns recently, health care REITs have posted total returns of nearly 80 % during the past five years, greater than that of hotel and office REITs.

Investors should not solely look at total return when analyzing mutual fund performance.

In general, I am a long - term oriented, valuation - driven investor who seeks to maximize total return over the long haul, with significant efforts to avoid risk.

The annual income is calculated from the difference between monthly total returns and split adjusted monthly price changes.

In any event, our view is that the 10 - year nominal total return on such conventional asset allocations is likely to be less than 2 % annually.

The fund's objective seeks total return with an emphasis on current income by normally investing at least 80 % of its assets in equity securities.

In 2000, we could confidently assert that stocks would most probably deliver negative total returns over the following 10 - year period.

Total return portfolio - the client can create their own stock & bond index funds or take the advice of a financial adviser.

The 10 country - level bond indices calculated in local currencies all ended the year with positive total returns.

The change seems likely to emerge not as lower total returns, but rather as much higher volatility.

Therefore, index funds will never produce the best total return performance.

Holding fewer bonds did historically increase total returns but a 100 % stock allocation is certainly not for everyone.

But whatever the stake, lenders are guaranteed to earn up to 40 percent total return per month, which amounts to about a one - percent ROI per day.

All rates of return are time - weighted historical annual compounded total returns and are before investment management fees, but after administrative and trading expenses.

Total return strategies led to the 4 % safe withdrawal rate.

Perhaps... I think the media & investors all pretty much focus on price, not total return indices, so I prefer to use them as benchmark (s).

Regardless of whether or not you want to calculate total returns on your own, it is still a good idea to know the math.

The fund seeks to achieve total return by providing income while preserving capital through investing primarily in a diverse portfolio of short term private and public fixed income and floating rate assets.

Yet a bulk of the explosion in credit made its way into total return assets like stocks, junk bonds and real estate.

Moreover, select REITs can also provide attractive total return prospects.

Therefore the column presents an incorrect picture by comparing total returns from stocks with just the increase in price level of real estate.

In the past five years, share price total return has been over 90 %.

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