Sentences with phrase «year return of»

Not including dividends, this equals a one year return of 28.6 %!

On the flip side, 26 periods had an 8 year return of over 15 % CAGR.

It's been putting up healthy gains over the past few years as well with a 3 - year and 5 - year return of 12.50 % and 13.10 %, respectively.

Its 5 year return of 25.89 % is 11.20 % more than that of the benchmark and 3 % more than that of the category average return.

The Vanguard Explorer offering of the same category - small growth has a 10 year return of 8.92 %, net of an expense ratio of 0.52 %.

(1 - year return of 56.60 % compared to 41.27 %.)

The graph below shows the expected 10 - year return of a portfolio that's weighted 70 percent in bonds and 30 percent in equity.

The fund, which has a three - year return of 10.24, provides a yield a 4.9 %.

The calculator reports a most - likely 10 - year return of 1.3 percent (with a range of possibilities stretching from a negative 4.7 percent to a positive 7.3 percent).

: While last one year return of Reliance Small Cap Fund has been fabulous, return has been volatile.

The S&P Europe 350 showed an impressive one - year return of 18.6 %, while euro - denominated active funds investing in pan-European equities underperformed, with an average asset - weighted performance of 17.6 %.

Interestingly, the compounded five - year return of RI Canadian equity funds was 9.72 % compared to regular equity funds» 8.72 %.

Aurora Cannabis had a slightly smaller market cap, but posted a 1 - year return of 353 %.

The minimum annualized three - year return of the FIA was zero compared with a 27 % loss for large - cap stocks and 2.32 % loss for long - term government bonds.

The S&P 500 index, for instance, had a one - year return of 6.5 per cent, while the Nikkei Index's one - year return was 32.48 per cent as at last Monday, says Mr Mok, citing Bloomberg data.

It's called We Have Seen a Four - Year Return of 127 Percent Followed By a 16 - Year Return of 29 Percent — But That's Not Possible!

The realistic expectation would be that we would see an annualized 30 - year return of something in the neighborhood of 6.5 percent real.

Finsbury has a 10 year return of 13.78 % p.a. and a 15 year return of 16.02 % p.a. excluding dividends.

Sample monthly premium quotes for a $ 500,000, 20 - year return of premium term policy * for healthy, non-smoking individuals.

Now we will use a more complicated formula to calculate the trailing 1 - year return of the stock for any given date.

Now that we understand array formulas, we need to calculate the trailing 1 - Year return of the BRK.A stock.

The 1 year return of the fund is 1.18 % slightly below the category return of 7.33 %.

Based on the average 40 - year return of each asset class, there is a 15 % higher return without rebalancing.

The world - wide portfolio more than doubles the 40 - year return of the S&P 500 at less risk when measured by standard deviation and the worst five - year period.

The index has a negative 1 - year return of (15.58 %).

The all - value portfolio nearly triples the 40 - year return of the S&P 500, still at less risk by those two measures.

The index also has a one year return of 11.6 % and is up 3.8 % year - to - date.

I am looking at my account history for this fund, and I am trying to figure out how the math was done to come up with a 1 year return of 10.24 % mentioned above.

I looked his fund up on Morningstar and it has him down as small cap value with an annualized 3 - year return of 30 %.

If you want to determine how rewarding a card is based on your spending, use our tool above to approximate the net two - year return of each card listed here.

Fidelity Freedom charges 0.67 % and had a five - year return of 8.05 %.

The reduction in cost of CDS insurance could be due to the three - year rally of the S&P Europe 350 which has a 1 - year return of 18.49 %.

First, data from Morningstar show that the fund's 15 - year annualized return of about 17.6 % was significantly higher than the 10 - year return of about 10.6 %.

Fidelity Freedom K charges expenses of 0.57 % and had a five - year return of 8.16 %.

Hello Hadz — As a practicing Mormon we believe one of the purposes of the millennial period (the 1,000 year return of Christ to the earth) is to complete the promise in the Old Testament's Malachi 4:6 to turn the hearts of the children to their fathers, and fathers to children.

This strategy, postulated in 2014, has produced to Jun - 2017 a 3 - year return of more than double that of VDIGX.

This substantially exceeded the 10 - year return of about 14 % which would have been achieved had the 2000 bull market peak been held to a P / E of 20 (the market's actual price / peak - earnings ratio moved over 32 during the bubble).

Our PT corresponds to a one - year return of 77 %,» Loe wrote.

If you want to determine how rewarding a card is based on your spending, use our tool above to approximate the net two - year return of each card listed here.

The graph below shows the expected 10 - year return of a portfolio that's weighted 70 percent in bonds and 30 percent in equity.

Looking at periods where the price to peak earnings was above 19 and inflation and bond yields were below 2.5 percent and 4.5 percent, respectively, stocks had an average seven - year return of 6 percent.

Dimensional Fund Advisors» portfolio has a five - year return of 16 percent, according to Morningstar, which also claims the iShares MSCI Emerging Markets ETF is up 13 percent in the past five years.

The fund also holds its own in the performance arena with a 10 - year return of 10.25 %.

As of Nov. 8, the Dow Jones Industrial Average has generated a trailing one - year return of 21.5 percent.

With a 10 - year return of 106 %, industrials have long lagged other cyclical sectors, behind consumer discretionary, up 189 %, and technology, up 161 %.

The Highland Floating Rate Opportunities Fund... has generated one - year returns of 8.26 % through August 25, which continue to place it at the top of its Morningstar category; but its year - to - date returns have slipped to 1.61 %, which place the fund in the bottom 32 % of bank loan funds.

The explanation for the low expected 10 - year returns of a balanced portfolio is straightforward.

The Fidelity Freedom funds had average expenses of 0.75 % and average five - year returns of 9.18 %.

Vanguard: The Vanguard Target Retirement 2020 VTWNX, +0.20 % 2030VTHRX, +0.23 % 2040 VFORX, +0.26 % and 2050 VFIFX, +0.26 % funds have average expenses of 0.17 % and average compound five - year returns of 10.4 %.

Below we see the distribution of annualized three - year returns of the DRS Select Composite compared to the S&P 500.