Sentences with phrase «year cumulative return»

This is a total cumulative return of 111 % ($ 11,090 / $ 10,000 = 1.11 = 111 %), which represents a compound annual return of 7.75 %.1 Without considering dividends, $ 10,000 would have grown to about $ 16,000 (due to the 60 % price increase), so the 10 year cumulative return was increased by more than $ 5,000 by reinvesting all dividends.

Mark's noted that over the last 20 years, his flagship fund has never been above the 40th percentile in returns, but the fund has also never been below the 25th percentile in returns; and amazingly enough over the 20 years his cumulative return is above the 95th percentile.

The past 5 years the cumulative return was approximately 64.9 % excluding slippage and commission.

Not exact matches

«In the past year, companies repurchasing shares saw an excess weighted cumulative return of -1.9 % relative to the benchmark, while companies not repurchasing shares saw a return of 9.8 % relative to the benchmark,» Birstingl wrote in his quarterly look at buybacks.

Here are the companies that have shown the highest total cumulative return over the last five years:

The Bank of Spain estimated the gross return on Spanish residential investment at 4.2 percent in 2017, almost triple the cumulative yield on 10 - year government debt.

FL currently earns a third - quintile 10 % return on invested capital (ROIC) and has generated a cumulative $ 762 million (12 % of market cap) in free cash flow (FCF) over the past five years.

Outperformers (winners) are funds with return observations for every month of the 15 - year period whose cumulative net return over the period exceeded that of their respective benchmark.

Investors earned a cumulative total return of RMB 24 billion ($ 3.86 billion) last year, Ant Financial said in a press release.

Total returns presented for periods less than one year are cumulative, returns for periods greater than one year are annualized.

Nine years later, the fund of hedge funds, invested in 7,200 hedge funds, had a cumulative return of 22 %.

The Oakmark Global Select Fund has outperformed the average of Oakmark and Oakmark International in six of the nine ensuing calendar years and has also achieved a higher cumulative return.

Our shareholders have definitely endured bigger ups and downs, but in return, they have enjoyed results that exceeded the Oakmark Fund in 14 of 19 calendar years and achieved significantly greater cumulative returns.

The following table sets forth the estimated amounts of the current distribution and the cumulative distributions paid this fiscal year to date from the following sources: net investment income, net realized short - term capital gains, net realized long - term capital gains and return of capital or other capital source.

Returns around 12 % pa over 25 years, clearly recent returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2Returns around 12 % pa over 25 years, clearly recent returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2008/9).

Total returns presented for periods less than one year are cumulative returns for periods one year and greater are annualized.

As the chart shows, the gold - colored line depicting the cumulative returns achieved on Mondays suffered a steady decline over many years.

The cumulative total return of the S&P 500 for the 35 - year period ended 11/30/2014 was 1,847 %.

Figure 1, which shows the trends in average return on invested capital (ROIC) and cumulative after - tax operating profit (NOPAT) for the sector over the past few years, clearly shows that profits are flat to down and not driving stock valuations higher.

As you can see, the one percentage point increase in interest rates results in a loss for Year 1, but by Year 2 the cumulative return turns positive because interest and principal reinvest at higher rates.

Using 15 years of audited returns, researchers from Michigan State University and University of Michigan found creating a stock portfolio based on customer satisfaction data achieves cumulative returns of 518 percent.

(hh) If the unencumbered amount of cumulative surplus revenue from tuition held by a charter school at the end of a fiscal year, less (i) the amount of the fourth quarter tuition payment, (ii) the amount held in reserve for the purchase or renovation of an academic facility pursuant to a capital plan, and (iii) any reserve funds held as security for bank loans, exceeds 20 per cent of its operating budget and its budgeted capital costs for the succeeding fiscal year as is reported in a capital plan to be submitted in the school's most recent annual report, the amount in excess of said 20 per cent shall be returned by the charter school to the sending district or districts and the state in proportion to their share of tuition paid during the fiscal year.

The fund severely underperformed in 2008 (return of -65.5 %) and 2011 -LRB--34.9 %), so despite its recent rebound and other years of outstanding returns, it has not yet started to generate a substantial RealAlpha ™ on a cumulative basis.

Total returns presented for periods less than one year are cumulative, returns for periods greater than one year are annualized.

Gummy's formula can be written in the form: Balance at Year N / Initial Balance = Return (N) * (1 - w / wfail (N)-RRB- where N is the number of years, Return (N) is the total return of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yeaYear N / Initial Balance = Return (N) * (1 - w / wfail (N)-RRB- where N is the number of years, Return (N) is the total return of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yReturn (N) * (1 - w / wfail (N)-RRB- where N is the number of years, Return (N) is the total return of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yReturn (N) is the total return of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yreturn of the portfolio (cumulative) at year N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yeayear N, w is the withdrawal rate and wfail (N) is the withdrawal rate that would result in a balance of zero at yearyear N.

Best call: Burryâ $ ™ s flagship fund has achieved a cumulative net return of about 455 % after fees, or more than 20 % a year, since 2000.

The Communication Services Select Sector Index returned a cumulative 143.5 % through May 16, 2018 with annualized performance of 14.2 % over 3 years, 12.7 % over 5 years and 9.9 % over 10 years.

In the future you might have to wait even longer than 4 or 5 years to see superior cumulative returns using an equal - weighted large cap index fund.

Meanwhile, a regular five - year GIC paying 2.5 % a year gives you a cumulative return of 13.14 % no matter what.

The cumulative total return of the S&P 500 for the 35 - year period ended 30 November 2014 was 1,847 %.

The fund manager's name is Allan Mecham, his fund is Arlington Value Management, and he is one of a number of managers that you can count on your fingers who have delivered a 400 % cumulative return in the last twelve years.

We confirmed this intuition by plotting the distribution of cumulative returns for the constituent stocks of the S&P 500 for the 20 years ended May 2016.

One year of 100 % profits and the other year of 50 % losses for a 0 % cumulative return.

Similarly, from the 2009 low, we should expect a return of 9.1 % p.a. by 2019 (cumulative return of 139 %), but given we are at 138 % total return today, over the next 6 years, we might expect no additional return.

In 2000, I wrote a short paper entitled «Death of the Risk Premium,» with Ron Ryan, which was received with widespread derision, but ultimately proved correct: plain old 10 - year government bonds have produced higher returns than stocks since then, by a cumulative margin of over 30 %, despite the durable bull market since 2002.

On a cumulative return basis, the fund underperformed its reference ETF portfolio by over 7.7 %; most of that loss occurred over the past two years.

Calculated using average annual returns, the cumulative value of this incremental return over 16 years is in the 40 % range plus or minus several percent.

Over the five years following February 28, 2009, US stocks returned 154.7 % and 20 - year US Treasuries returned 6.3 %, representing a cumulative excess return of 148.4 %.

First, while the cumulative annualized total return of the S&P 500 has been 9.7 % since 1965, the mathematical average return in any given year has been 11.2 %.

If one looks back over several years, most of the difference between the cumulative gains in the price index and the total return index is the growth of reinvested dividends.

He notes the S&P 500 Dividend Aristocrats Index, which includes companies with at least 25 years of annual dividend increases, had a cumulative total return of 361 % from December 31, 1999 through March 24, 2016 vs. the S&P 500's total return of 89 %.

Performance reflects cumulative total returns for periods of less than one year and average annual total returns for periods of one year or greater.

Without going into too much detail, the reason for this is that negative numbers have a greater effect on a cumulative return than positive years do.

On a simple average basis, ETFs in the study delivered a 1 % compounding return over the trailing five years, translating into a cumulative gain of 6 %.

† Since inception returns are cumulative for funds less than one year old; otherwise, returns are annualized.

In his fund's first seven years, he delivered a 285 percent cumulative return — nearly twice that of his peers.

Exhibit 1 shows the difference in the Cumulative return of Growth and Value strategies over the past twenty years.

You might think that is a miniscule number, but as this example from Value Research shows, Rs. 1 Lakh over 10 years with a return of 15 % per annum and a 1.5 % expense ratio grows only to Rs. 3.55 Lakh, instead of the Rs. 4.05 Lakh that it could have grown to — a cumulative difference of 14 %!

For funds with less than one year of performance, returns shown are cumulative rather than annualized.

Because management's compounding value here: Tetragon's return on equity was 9 % last year & it's averaged 12.4 % pa since its 2007 IPO, it has a progressive dividend policy, it's launched serial tender offers, and overall it's returned a cumulative $ 1.2 billion (in dividends & share repurchases) to shareholders (since the IPO).