Sentences with phrase «total return over the timing»

As shown below, dividends have produced approximately 40 % of the stock market's total return over time.

Dividends are an essential component to total return over time.

That could, in turn result in what we saw in US financials in 2008, which would be cuts to banking sector stock dividend payouts, which account for a substantial portion of total returns over time.

Whether I get dividends or capital appreciation or both, as long as I'm getting some solid total return over time, then all good.

The calculated performance number is the asset's total return over the timing period.

The relative momentum performance is calculated as the asset's total return over the timing period, and the return of 1 - month treasury bills is used as the risk free rate for the absolute momentum filter.

Ultimately, we will select a mix of investments that have an attractive combination of dividend growth potential and dividend yield to drive satisfactory total returns over time.

That together, if you pay a fair price, is going to get you about your total return over time.

Not exact matches

From the start of 2005 through the end of 2014, it delivered a total return of 746 %, or 23.8 % per year, compared with a 20.6 % annual return for the S&P railroad index and 7.7 % for the broader market over that time.

«Historically, when our indicator has been this low or lower, total returns over the subsequent 12 months have been positive 93 percent of the time, with median 12 - month returns of 19 percent,» according to a BofA Merrill Lynch Global Research report.

These are the risk premiums over 10, 20 and 30 year time frames based on the annual returns for the total U.S. stock market (represented by the CRSP Total Market Index) and 20 Year Treasuries going back to total U.S. stock market (represented by the CRSP Total Market Index) and 20 Year Treasuries going back to Total Market Index) and 20 Year Treasuries going back to 1926:

It is a well - established fact that, over longer periods of time, companies with lower accruals handily beat companies with higher accruals when measured by total return.

That $ 4,000 would be worth over $ 35,000 today, a 784 % gain, compared with the S&P 500 (total return) which gained 149 % over the same time.

At longer horizons, the 6.3 % growth rate that we've assumed for nominal GDP over the coming years will begin to bail investors out given enough time, and as a result, our projection for 10 - year S&P 500 nominal total returns peeks its head up above zero, at about 2.4 % annually from current levels.

The key takeaway from this scenario is that an incremental investment of $ 60,000 while in your 30s would add over $ 300,000 in additional compounded returns by retirement time, resulting in a total retirement fund of $ 2.0 million (flat out scenario) versus $ 1.6 million (ramp up scenario).

A bond fund's total return measures its overall gain or loss over a specific period of time.

The proposed rules call for companies to report their annual total shareholder return (TSR) over time, along with annual TSR figures for their peer group, and to describe the relationships between their TSR and their executive compensation and between their TSR and the TSR of their peers.

In addition to EPS, there is total shareholder return, which typically comprises a company's share price appreciation plus dividends over time.

For comparative purposes, the S&P 500 ® Index (the «S&P 500»), which is the Fund's benchmark and is considered to be reflective of the US securities markets, had a total return of 23.63 % over the same time period.

For comparative purposes, the S&P 500 ® Index, which is the Fund's benchmark, had a total return of 3.27 % over the same time period.

If you had just held on to your shares over that time period, you would be looking at a total return of over 3,200 %.

The Canadian gold mining companies, which account for a bit over 5 % of the index, delivered a nearly 40 % total return during the same time period.

Yet $ 10,000 invested in the Standard and Poor's 500 - stock index would have more than doubled to $ 24,571 over that time period, with an average annual total return of 14.25 percent.

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

Although bitcoin has seen its total market share drop, especially over the past two months, the price of a bitcoin reached an all - time high of $ 1800 before returning to its support margin last week.

The most popular basket commodities fund, the PowerShares DB Commodity Index Tracking Fund (NYSEArca: DBC), has over $ 7 billion in assets under management — more than three times the assets of the iPath Dow Jones - UBS Commodity Total Return ETN (NYSEArca: DJP) and nearly six times the assets of the iShares S&P GSCI Commodity - Indexed Trust (NYSEArca: GSG).

Indeed, because the level of interest rates at any point in time is highly correlated with the level of nominal economic growth over the preceding decade, the relationship between starting valuations and actual subsequent S&P 500 nominal total returns is nearly independent of interest rates.

«Today's low return expectations make building an ultra-low-cost, diversified core more important than ever, as costs accumulate over time, eroding a portfolio's total return.»

In addition, I assume that all income received is reinvested, which is important because reinvesting income at higher rates helps offset the losses in the initial hike year and increases the total return of the bond portfolio over time.

Playing at home for the first time in over a week after playing a game in Atlanta and two games in Mexico as the home team, the Nets returned to the Barclays Center and had a total of seven players score in double figures.

The Canadian gold mining companies, which account for a bit over 5 % of the index, delivered a nearly 40 % total return during the same time period.

Total return includes interest, capital gains, dividends and distributions realized over a given period of time.

The aim of a total return index is to reflect the full benefit of holding an index's constituents over a given time.

First, he compares TSX total returns with GICs over various time periods and despite a premium from stocks ranging from 2 % to 6 %, he says «GIC returns seem to be competitive».

Could you compare the total return of a 10 - yr Treasury bought fresh and new anywhere from 1976 - 1980, and held to maturity (sending the coupons to cash)-- to the total return from an equal - sized basket of stocks or residential real estate over the same time period?

However, the cash dividends paid out over the time period were $ 7.14, and on a total return basis, there was a net gain of $ 1.45 (+ $ 7.14 in cash dividends minus $ 5.69 in stock value decline).

Factors are stock characteristics that studies have identified as being correlated with superior total returns over long time periods.

It might seem counter-intuitive to sell the winner and put it in the laggard, but over time this will actually help boost your total portfolio return.

So the index itself diverges from the total return and over a long period of time becomes pretty meaningless.

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.

Total return is your return received from capital appreciation in the underlying price plus the income received over time.

Using one of the top index ETFs with an expense ratio as long as 0.10 % yields enormous benefits in terms of total return over a prolonged period of time.

Where N is the number of periods and total return is the return over a certain time period.

Over the same time period, the BMO Equal Weight Banks ETF (ZEB) returned 1.11 % in the form of dividends and 6.4 % in the form of capital gains for a total return of 7.5 %.

‡ Lipper is an industry research firm whose rankings are based on total return performance, vary over time, and do not reflect the effects of sales charges.

Unfortunately they missed out on what turned out to be a roughly 50 % total return in the S&P 500 over that time period.

The Fund seeks total return by investing in a portfolio consisting primarily of large - cap stocks that management believes are reasonably priced, and have the potential to provide dividend income and grow in value over time.

The S&P Municipal Bond High Yield Index has shown a positive total return of over 1.68 % year to date and over 14 % since this time last year.

Our philosophy stems from the belief that (a) great businesses that adopt a meaningful dividend - growth capital allocation preference can generate wonderful investing outcomes over time and (b) dividends are a more reliable part of total return than capital gains.

Yields of bonds in the S&P 500 BB High Yield Bond Index have risen 165 basis points since July 1st driving the total return down by over 5.3 % during that time.