Sentences with phrase «year average annual return»

The five year average annual return on these funds are: 0.87 % for Market Neutral, 1.6 % for Long - Short Credit, 4.49 % for Long - Short equity.

Our Conservative 5 year average annual return is 5.98 % and our Aggressive is 8.36 % (all real money with trading commissions and fund fees) as compared to 13.14 % for the S&P 500 Vanguard fund.

Vanguard Dividend Appreciation isn't the only ETF with this type of mandate, but its 0.09 % expense ratio and 10 - year average annual return of nearly 8 % show its success in doing so.

A repeat from last year and in second place is the $ 691 million Delaware Extended Duration Bond Institutional (DEEIX) with a 10 - year average annual return of 9.41 %, and handsomely beating the benchmark's 3.54 % last year with a 12.38 % return.

Return 2, even though it has the same 5 - year average annual return as Return 1, has performed horribly over the past 3 - years, or even 1 - year.

The fund's recent 10 year average annual return is 6.94 %.

Berkshire's 52 - year average annual return is 20.8 percent.

ETF results ranked by net assets; mutual funds by 3 - year average annual returns.

ETF results ranked by net assets; mutual funds by 3 - year average annual returns.

Not exact matches

With that 10 percent average annual return, an investor can double his money in about seven years, Cramer said.

Average annual core return on equity over a period is the ratio of: a) the sum of core income less preferred dividends for the periods presented to b) the sum of: 1) the sum of the adjusted average shareholders» equity for all full years in the period presented, and 2) for partial years in the period presented, the number of quarters in that partial year divided by four, multiplied by the adjusted average shareholders» equity of the partiaAverage annual core return on equity over a period is the ratio of: a) the sum of core income less preferred dividends for the periods presented to b) the sum of: 1) the sum of the adjusted average shareholders» equity for all full years in the period presented, and 2) for partial years in the period presented, the number of quarters in that partial year divided by four, multiplied by the adjusted average shareholders» equity of the partiaaverage shareholders» equity for all full years in the period presented, and 2) for partial years in the period presented, the number of quarters in that partial year divided by four, multiplied by the adjusted average shareholders» equity of the partiaaverage shareholders» equity of the partial year.

During the 20 - year period ending in 2012, the S&P 500 index returned an annual average of 8.21 percent, but the average person who invested in stock - market mutual funds earned only 4.25 percent.

I was CFO of a successful software company that had to show average returns of more than 25 percent of revenue to the bottom line after taxes, growth of more than 50 percent per year for five years and an excess of $ 20 million in annual revenue before the bank would release the owner's personal guarantees.

But Exxon pays half its annual bonus in cash immediately and in its proxy, it cited one - and five - year return on average capital, current - year and five - year average earnings, and current - year as well as the ten - year average annual shareholder returns as part of the justification for its pay.

every month over the next 30 years, I'll reach $ 1,000,000, assuming an average annual return of 6.5 percent.

In fact, over the past 35 years, the market has experienced an average drop of 14 % from high to low during each calendar year, but still had a positive annual return more than 80 % of the time.

The average and median real returns for yields under 3 % over ten and fifteen years were annual losses.

Using factor data from Dimensional Fund Advisors (DFA), for the 10 years from 2007 through 2017, the value premium (the annual average difference in returns between value stocks and growth stocks) was -2.3 %.

On the other end of the investing spectrum, the average annual returns on bonds since 1926 was just 5.5 percent on average, with a 32.6 percent gain in the best year and an 8.1 percent loss in the worst, according to Vanguard data.

In return, South Korea agreed to adhere to a quota of 2.68 million tons of steel exports to the United States a year, which it said was roughly equivalent to 70 percent of its annual average sent to the United States from 2015 to 2017.

The after - tax proceeds from those sources would be worth $ 547 million if he invested the money in a blend of stocks, bonds, hedge funds, commodities and cash, assuming a weighted average annual return of 7 percent over the past 15 years, according to the Bloomberg Billionaires Index.

The average annual return for each portfolio from 1926 through 2015, including reinvested dividends and other earnings, is noted, as are the best and worst one - year and 15 year returns.

The following chart shows the same data on an inverted log scale (blue line, left), along with the actual subsequent 12 - year nominal average annual total return of the S&P 500 Index (red line, right).

Five - year rankings are based on a plan's average annual investment returns over the last five years

As the article chart below shows, McKinsey is forecasting that the average annual equity returns over the next 20 years will be between 1.5 and 4.0 percentage points lower than they were in the past 30 years.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

Three - year rankings are based on a plan's average annual investment returns over the last three years.

Obama cited statistics released the same day in the White House's new report from his Council of Economic Advisers which show that conflicts likely lead, on average, to 1 percentage point lower annual returns on retirement savings as well as $ 17 billion of losses every year for working and middle - class families.

For example, over the 10 years ended December 31, 2012, the tax - managed large cap core stock funds returned an annual average of 5.82 percent after taxes.

The red line (right scale) is the average annual nominal total return of the S&P 500 over the subsequent 12 - year period.

Bloomberg says his flagship $ 35.8 billion DoubleLine Total Return Bond Fund (DBLTX) gained an annual average of 13.2 % from its inception in April 2010 through Nov. 28 of this year.

The compound average annual total return for the last year, last three years, last five years and last 10 years.

A simple Index Fund rotation strategy that has delivered a 12 % average annual return for the past 10 years.

The chart below, courtesy of the World Gold Council (WGC), shows that annual gold returns were around 15 percent on average in years when inflation was 3 percent or higher year - over-year, between 1970 and 2017.

«Over the past 25 years, accounts that we manage have achieved average annual returns of very close to 19 %»

A nationwide survey last year found that investors expect the U.S. stock market to return an annual average of 13.7 % over the next 10 years.

If you take the $ 158 you save by refinancing your student loans and invest it at an average annual return of seven percent for the next 15 years, you can supercharge your retirement savings.

Valuations in 1949 and 1982 were like paying $ 13.70 for the future $ 100 cash flow, as valuations were consistent with subsequent annual S&P 500 total returns averaging 18 % over the following 12 - year period.

Oakmark Global Fund — Investor Class Average Annual Total Returns (12/31/16) Since Inception (08/04/99) 9.91 % 10 — year 4.65 % 5 — year 10.83 % 1 — year 4.65 % 3 — month 7.63 % Expense Ratio as of 09/30/16 was 1.17 %

At the annual shareholders meeting this year, Buffett explained that he thought Berkshire Hathaway's intrinsic value grew at an average annual rate of about 10 % over the last decade, but he warned that future returns would be lower if interest rates remained near generational lows.

Oakmark Equity and Income Fund — Investor Class Average Annual Total Returns (03/31/18) Since Inception (11/01/95) 10.18 % 10 — year 6.59 % 5 — year 8.33 % 1 — year 8.13 % 3 — month -1.62 % Gross Expense Ratio as of 09/30/17 was 0.87 % Net Expense Ratio as of 09/30/17 was 0.78 %

Oakmark International Small Cap Fund — Investor Class Average Annual Total Returns (03/31/18) Since Inception (11/01/95) 9.62 % 10 — year 6.22 % 5 — year 7.74 % 1 — year 11.15 % 3 — month -3.38 % Net and Gross Expense Ratios as of 09/30/17 were 1.36 %

For the five years ended this past August, average annual returns were a negative 9-1/2 %.

During this secular bull market - a term that denotes a bull market lasting many years - the Dow Jones Industrial Average (DJIA) averaged 16.8 % annual returns.

For the five years ended this past August 31, the Group of Fifteen experienced on average negative returns of 8.89 % per year, vs. a negative 2.71 % for the S&P 500.4 The group of ten value funds I had studied in the «Searching for Rational Investors» article had been suggested by Bob Goldfarb of the Sequoia Fund.5 Over those same five years, the Goldfarb Ten enjoyed positive average annual returns of 9.83 %.

As unlikely as it may seem, hedge fund manager and professor Joel Greenblatt, whose investment firm has averaged 40 % annual returns for over twenty years, can teach you how.

Oakmark Equity and Income Fund — Investor Class Average Annual Total Returns (12/31/17) Since Inception (11/01/95) 10.38 % 10 — year 6.87 % 5 — year 9.99 % 1 — year 14.46 % 3 — month 4.22 % Gross Expense Ratio as of 09/30/16 was 0.89 % Net Expense Ratio as of 09/30/16 was 0.79 % Gross Expense Ratio as of 09/30/17 was 0.87 % Net Expense Ratio as of 09/30/17 was 0.78 %

Imagine that starting at age 40 you contributed the 2017 maximum (not counting the catch - up) for 25 years and the account earned an average annual return of 7 %.

Oakmark Fund - Investor Class Average Annual Total Returns (03/31/18) Since Inception (08/05/91) 12.88 % 10 — year 11.76 % 5 — year 13.78 % 1 — year 15.34 % 3 — month -0.88 % Gross Expense Ratio as of 09/30/17 was 0.90 % Net Expense Ratio as of 09/30/17 was 0.86 %

Oakmark Global Select Fund - Investor Class Average Annual Total Returns (09/30/17) Since Inception (10/02/06) 9.05 % 10 — year 8.35 % 5 — year 14.92 % 1 — year 26.41 % 3 — month 4.71 % Expense Ratio as of 09/30/16 was 1.15 %