Sentences with phrase «year past return»

Investors fully understand that the average 30 - year past return of long bonds, currently north of 7 %, tells us nothing about the future return of long bonds.

Not exact matches

Buoyed by uncommonly low interest rates, the industry has boasted of double - digit returns; the past few years, at least anecdotally, have been especially rich.

Over the past decade, public stock markets have outperformed the average venture capital fund and for 15 years, VC funds have failed to return to investors the significant amounts of cash invested, despite high - profile successes, including Google, Groupon and LinkedIn.

Larry Puglia, whose T. Rowe Price Blue Chip Growth Fund has trounced the S&P 500 with annualized returns of 18.5 % over the past five years (and 37 % in 2017 alone), says that some of the same companies he avoided around the turn of the millennium are now among the biggest holdings in his portfolio, including Amazon (amzn), Alphabet (googl), and Microsoft (msft).

Private firms like Amur have proliferated in the past few years, which is hardly a surprise, given that Canada's stubbornly low interest rates have pushed investors into alternative asset classes, and residential real estate has generated stunning returns for investors and homeowners alike.

Ramona Persaud, manager of Fidelity's Global Equity Income Fund, likes the company's «shrewd» instincts and its knack for delivering a return on capital «far superior to the market,» an average of about 27 % over the past five years.

That is a lower return than the past five years yielded, but MacMaster's not worried.

Further, looking across all eight past instances, the BBIT has provided an average return of 6.32 % over the subsequent year, according to the firm.

Stocks can still generate some return for investors when gold prices are stable, as they've been the past year.

To get to 100 percent of the information, you might need to ask for their tax returns over the past two years and their profit and loss statements (P&L s), while also setting up interviews with their CFO and their auditor and so on.

The «Canadian model» portfolio of the Ontario Teachers» Pension Plan has delivered some enviable returns over the past 25 years.

Market strategists and portfolio managers maintain that folks should look past those lofty valuations and focus on what counts: A powerful, steady forward march in profits that should deliver near double - digit returns, or even better, for years to come.

«While revenue for Q4 and FY18 was below expectations due to lower than anticipated smartphone unit volumes, Cirrus Logic made meaningful progress this past year on numerous strategic initiatives that we expect to position the company for a return to year - over-year growth in FY20,» said Jason Rhode, president and chief executive officer.

The S&P Listed Private Equity Index, which tracks the performance of publicly listed private equity operations, is up 35 % over the past 12 months and has a 19.93 % five - year annualized return.

The tech company has also returned an additional $ 151 billion to shareholders since its fiscal year 2013 in the form of share buybacks — a move that has reduced share count and boosted earnings per share by about 21 % in the past four years, according to Silverblatt.

Bitcoin's surging price over the past year has been in due part to Chinese investors seeking higher returns.

The S&P 500 has returned about 6.3 % a year on average over the past 10 years.

Over the past several years, quantitative easing has taken money originally allocated for bonds, fixed income, and designated fixed return, and pushed it to take risks.

But as we approach the eighth birthday in March of the second - longest bull market in modern times, recency bias can lull us into a false sense of security, especially given the very good returns of the past three or four years.

Over the past few years, public pensions including California Public Employee's Retirement System (CalPERs) and California State Teacher's Retirement System (Calstrs)-- the largest in the country by assets — have posting mediocre returns due to low interest rates and growing retirement obligations.

If your down - on - her - luck pal has been sleeping on your sofa for the past year and earned less than $ 4,050 while you've been mostly supporting her (or him), then you may be able to claim the sponger — er, friend — as a dependent and deduct up to $ 4,050 on your federal return, even though the two of you are not related at all.

«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.

If investing in security doesn't provide a visible enough return to convince your chief financial officer, just look to the statistics: in the past year, 43 percent of companies have experienced a data breach.

Watsa's sway with investors is no mystery: Fairfax has returned more than 5,000 % over the past 20 years, and the company has its hands in a diverse array of businesses, including insurance, media, and restaurants.

Because Social Security benefits are based on your past 35 years of earning, it is important to return to work if possible to offset past low - income years.

For the past several years, the fund has produced double - digit returns, a far better performance than any savings account, which is why you need to allocate even limited financial resources across different savings and investment vehicles.

In dollar terms, though, a few of Buffett's picks with more modest returns were actually the most lucrative for the investor's portfolio this past year, in large part because Berkshire Hathaway owns massive quantities of their shares.

«We believe the bogey for investors is a 15 percent increase to Apple's total reported capital return number (shares repurchase plus past dividends), which would imply a $ 150 billion headline number, up from $ 130 billion announced last year,» said Gene Munster, an analyst at Piper Jaffray, in a recent note.

While Trump isn't legally required to release his tax returns, every presidential candidate has done so for the past 30 years and he has been condemned by both Democrats and Republicans for breaking from tradition.

Why it's hot: KFC has made a comeback over the past two years with the return of Colonel Sanders in marketing, and it launched an effort to improve its food quality.

The rising tide that lifted all boats for the past several years probably won't help an investor's returns going forward.

Next she faxed NetForce's financial information — internally generated financial statements, along with tax returns for the past three years — to one of Merrill's Austin branch offices.

The plans themselves have been adapting to the low - return environment over the past few years by hiking contribution rates from both employees and employers.

Over the past three years, the S&P 500 Growth Index has returned 38 %, literally lapping the S&P 500 Value Index, which only returned half as much, or 19 %.

Looking at annual price returns over the past 60 years, Bloomberg data show that annual price returns have been roughly 5 percent when the starting valuation on the S&P 500 was above the long - term median, roughly 16.5 x trailing earnings.

Have you reviewed the tax returns for the past five years?

Over the past three years, by focusing on promoting a culture of open communication, trust and accountability - and rewarding these behaviors - the company has seen measurable growth and the financial returns to prove it.

While interactive content has been heavily discussed over the past 18 months, 2017 is the year that marketers will really start to see massive returns on their investment.

Balance sheets, income statements, cash flow statements, footnotes and tax returns for the past three years are all key indicators of a business's health.

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.»

The firm's flagship fund, Elliott Associates, has returned more than 9.7 % annualized over the past five years, compared with just 4.7 % for hedge funds overall.

Late this year the price of one Bitcoin surged past $ 11,000, up from less than $ 1,000 on Jan. 1 — a 1,000 % return.

In the past six years the company has amassed more than 100,000 customers, revenue upward of $ 55 million and an enviable product return rate of only 5 percent.

For instance, over the past three years Berkshire had an average return of 8.2 % on the cash it invested in its energy business.

But some individual companies saw huge returns, including Churchill Downs Inc., which rose 27 % over the past year.

Even if the economy perks up with GDP matching those of the past 30 years or technological innovations shoot ahead, returns on investments will still fall short.

Over the past three years through Oct. 1, EPRO is up by 5.21 percent, versus a world stock category return of 5.09 percent, according to Morningstar.

That would mean a typical mixed portfolio of stocks and bonds would deliver a 1 % to 3 % per annum return, down from about 10 % over the past seven years.

In the past three years, HYLD has returned negative 1.68 percent, while JNK is up by about the same percentage, with an expense ratio (0.40 percent) that is 83 basis points lower.

Picking a stock, sector or actively managed mutual fund because it recently outperformed over the past year is a case of hindsight bias and chasing returns, he said.