Sentences with phrase «while average returns»

Investment risk increases while average returns decrease with higher market volatility.

While the average return for the S&P 500 has been c10 % pa, the typical yearly return is far from that.

As you can see in Steady as she goes above, the DEX Universe Bond Index, which includes Canadian government and corporate bonds, had just two negative years in the last three decades (1994 and 1999), while averaging returns of about 9.9 % a year.

Not exact matches

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

While the average client visits the salon every six weeks, Perka users are coming back every four to five weeks, and some heavy users are returning at least twice per month.

While the standard deduction on federal tax returns was nearly doubled to $ 12,000 for individuals, the average SALT deduction on federal returns for New Yorkers in 2015 was $ 22,000, according to the Tax Policy Center.

While some skepticism arose over the search fund model in its early days, continued success (and average returns north of 30 percent) has led to significant growth of the category in recent years.

Straight preferreds had an average total return of 3.1 %, while floating rate issues returned -15.3 %.

And while NerdWallet emphasizes that past market performance doesn't guarantee you'll earn the average historical return of 10 % in the future, the value of investing in stocks over a long period of time is still significant.

But while EuroFX was promising stellar returns, hedge funds in foreign currencies were booking annual losses of 1 - 2 % on average, according to data tracker Hedge Fund Research.

That powered our top 10 picks to an average total return of 21.3 %, matching the previous year's performance while handily beating the S&P / TSX composite.

While he thinks Starbucks» EPS growth could slow from the 30 % it has averaged for the past five years, he still expects earnings to more than double by 2021, «enough conservatively estimated to get us to a strong double - digit return.»

While this approach has worked so far — Edgepoint's four - star Global Portfolio Series fund has a 13 % five - year annualized return, nearly 3 % better than the category average, according to Morningstar — it's going to be tested.

While a fund with higher than average fees isn't necessarily bad, its manager will have to do better than his peers to deliver a comparable return on investment.

While this is below the average returns of 10 % over the last 50 years, asset allocation is a zero - sum game.

While $ 2,400 seems like not much payoff for a lot of work, it can look far more impressive with time, if it's invested in a low - cost index fund that's earning the S&P 500 average annualized return of 9.8 %.

Based on the definitions above, it might sound like index investors are «settling» for average returns while better, more skilled investors are out there achieving much better returns.

Put differently, as intuition would suggest, below median P / E multiples typically lead to higher average returns, while above median multiples have historically been associated with periods of below - average returns.

Since its launch in 2005, it has returned an annualized 9.8 percent, while the broader Standard & Poor's 500 stock index has climbed an average 6.7 percent per year during the same time.

We notice that the equal - weighted portfolio averages a 3.98 % return in January across the 30 years, 3.11 % above the value - weighted portfolio, while there is no dramatic difference for the rest of the year.

Multiples below 12, coupled with favorable market action, were associated with annualized returns of 12.5 %, while multiples below 12 coupled with unfavorable market action were associated with further mild losses averaging -4.5 % annualized.

While there is a general tendency for high interest rates to be associated with depressed valuations and above - average subsequent market returns, and for low interest rates to be associated with elevated valuations and below - average subsequent market returns, the relationship isn't extremely reliable or linear.

It found that in the 17 - year period to December 2000, the S&P 500 returned an average of 16.29 % per year, while the typical equity investor achieved only 5.32 % for the same period — a startling 9 % difference!

It also found that during the same period, the average fixed - income investor earned only a 6.08 % return per year, while the long - term Government Bond Index reaped 11.83 %.

While the young worker's portfolio performance still modestly outpaced inflation, the more conservative retired investor experienced negative real returns on average for 16 consecutive years.

While a shortage of workers is pushing wages higher in the skilled trades, the financial return from a bachelor's degree is softening, even as the price — and the average debt into which it plunges students — keeps going up.

While the market increases by about an average of 4.5 % annually in REAL terms, investors give away the vast majority of those returns.

A positive Market Climate says nothing except that the average return to market risk tends to be favorable while that Climate is in effect.

While smaller - company stocks tend to be more volatile than the stocks of larger firms, studies indicate that their average long - term returns have been greater.

«While the average forward returns following the «triple play» of 52 - week highs are indeed higher than the average forward returns for all periods, they're only slightly higher,» said the report from Bespoke Investment Group.

In most industries, less than 2 % of first time visitors convert, while returning visitors convert at an average of 6 %, reinforcing the importance of maintaining the interest of your users.

While there's a great deal of variation across individual market cycles, that's roughly the historical average for a 5.25 year market cycle: a 135 % gain, a 30 % loss, and a 65 % full - cycle return (about 10 % compounded annually, with the full - cycle return coming in at less than half of the bull market gain).

While it's true that the average of the returns over the entire period was 6.12 %, the variability of those returns is quite high.

Going forward, it seems that BWW will need to find a way to continue appealing to consumers with changing tastes and preferences, while also better controlling costs to improve profitability, as the company seeks to deliver the above - average returns it historically yielded for investors until recently.

While past returns do not ensure future results, our objective is to substantially outperform a buy - and - hold approach over the full market cycle, with smaller periodic losses, on average.

While studies show that mergers and acquisitions as a group are value neutral or negative for shareholders (on average the selling company gets all the excess returns), The Outsiders explored how some management teams focused on driving shareholder value with their M&A rather than simply using it as a mechanism to get bigger, have shown extraordinary success.

This ability to generate returns on each new dollar of capital they invest at rates of up to 10x better than the average company while growing at rates approaching 3x the average public company makes these businesses very valuable.

Statistics compiled by Ibbotson Associates show that since 1926, stocks have produced an average annual return of 10 % while U.S. Treasury bonds have returned less than 6 %.

Averages don't lie but they can mislead Indeed, while long - term averages show stocks have generally delivered positive returns and provided investors with the greatest opportunity for gains over long periods of time, they fail to reveal the large variations within any year and from one year to Averages don't lie but they can mislead Indeed, while long - term averages show stocks have generally delivered positive returns and provided investors with the greatest opportunity for gains over long periods of time, they fail to reveal the large variations within any year and from one year to averages show stocks have generally delivered positive returns and provided investors with the greatest opportunity for gains over long periods of time, they fail to reveal the large variations within any year and from one year to another.

When we test the 10 month moving average system we see is that the moving average system decreased volatility and returns while increasing the sharpe ratio:

This explains our attitude which while hopeful of achieving a striking margin of superiority over average investment results, nevertheless, regards every percentage point of investment return above average as having real meaning.

All - in - all, the average equity mutual fund returned only 8 % last year while the S&P 500 returned 14 %.

Returns were limited during the initial phase of a new fund, while improvements were made, but in the longer run the new fund, which would have a longer life than SAF, would target an average 9 per cent total return net of fees, he said.

Anthony scored 12 points in STAT's return, while he had been averaging more than 30 since Amare and Jeremy Lin left the lineup.

The Crimson has three starters returning, but better yet, it has last year's freshman team, which won 17 games and lost only two (each by two points) while averaging 105 points a game.

Only two returning wideouts caught more than 10 passes last year — Kamathi Holsey and Jamarl Eiland — and they combined for a dreadful 40 percent catch rate while averaging just 9.8 yards per catch.

David Allen, KR, Kansas State — The 5» 9», 195 - pound junior (above) this season tied an NCAA career record for punts returned for touchdowns (seven) while averaging 13.9 yards on 28 returns and scoring twice.

Since his return we have taken 40 EPL points at an average of 2.35 per game while scoring 36 goals at an average of 2.21 per game.

Joe Adams has grown bored with simply returning punts for touchdowns (he has averaged 16.2 yards per return, third in the nation, and scored three times); he has to troll his opponents while doing so.

The Minutemen ranked a ghastly 125th in Special Teams S&P +; Logan Laurent and Mike Caggiano combined to make just six of 10 under - 40 field goals, only 14 percent of Caggiano's kickoffs reached the end zone, and while Laurent's punts were long enough (41.6 yard average), opponents were able to return enough of them to render the Minutemen just 95th in punt success rate.