Sentences with phrase «year risk adjusted»

Overall Morningstar Rating ™ out of 544 Midcap Growth funds as of 4/30/18 (derived from a weighted average of the fund's 3 -, 5 -, and 10 - year risk adjusted return measure).

Overall Morningstar ™ rating out of 583 High Yield Bond funds as of 4/30/18 (derived from a weighted average of the fund's three -, five -, and ten - year risk adjusted return measure).

Overall Morningstar ™ rating out of 347 Foreign Large Growth funds as of 4/30/18 (derived from a weighted average of the fund's 3 -, 5 -, and 10 - year risk adjusted return measure).

Overall Morningstar ™ rating out of 1,177 Large Blend funds as of 4/30/18 (derived from the fund's three - and five - year risk adjusted return measure).

Overall Morningstar ™ rating out of 544 Mid-cap Growth funds as of 4/30/18 (derived from a weighted average of the fund's three -, five -, and ten - year risk adjusted return measure).

5 Star Overall Morningstar Rating ™ out of 549, 4 stars among 549 for the three - year, 5 stars among 485 for the five - year, and 5 stars among 352 for 10 - year Midcap Growth funds as of 3/31/18 (derived from a weighted average of the fund's 3 -, 5 -, and 10 - year risk adjusted return measure).

Using the Observer's premium MultiSearch tool, we were able to assess the ten - year risk adjusted performance of every small cap value fund.

Not exact matches

«While there are risks on the horizon, if these positive conditions persist, adjusted earnings growth for the full year may exceed our medium - term targets.»

Our goal is to deliver solid, risk - adjusted returns, year in and year out.

The fund's overall Morningstar Rating measures risk - adjusted returns and is derived from a weighted average of the performance figures associated with its 3 -, 5 - and 10 - year (if applicable) rating metrics.

Institutional investors love to show that they beat their benchmark or some risk - adjusted return target or their peers in the industry over the most recent one year period.

For each fund with at least a three - year history, Morningstar calculates a Morningstar Ratingä based on a Morningstar Risk - Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.

French's strategy would have yielded the same risk - adjusted return as Peter Lynch's legendary run and beaten Bill Miller's famous 15 - year win streak against the S&P 500.

Over the past 15 years, the fund's risk - adjusted returns have been among the highest.

... [H] is risk - adjusted returns... have lagged the market over a number of time periods over the trailing 15 years.»

Translation: «We think 2016 will be the year where credit outperforms equities on a risk - adjusted basis,» Sheets says.

This is why experienced wealth managers focus on the metric that counts: The amount of risk - adjusted surplus generated each year, net of taxes and inflation, produced by your investments.

To qualify for the award, managers» funds must have posted impressive returns for the year, and the managers must have a record of delivering outstanding long - term risk - adjusted performance and of aligning their interests with shareholders».

For each U.S. - domiciled fund with at least a 3 - year history, Morningstar calculates a Morningstar Rating ™ based on a Morningstar Risk - Adjusted Return measure that accounts for variations in a fund's monthly performance (including loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.

According to Morningstar, the Morningstar Manager of the Year award is presented to portfolio managers based on the managers» (i) «ability to generate exceptional returns;» (ii) «willingness to align their interests with shareholders;» and (iii) «courage to stay with their strategies in order to produce superior risk - adjusted returns in the end.»

But PBO's nominal gross domestic product is equal to or higher in each year compared to the Budget 2013 «risk adjusted» forecast.

Due to the lower price volatility of the Australian market during the past seven years, whether measured on local - currency or common - currency terms, the Australian market has outperformed the US market on a risk - adjusted basis.

Over the years, the company expanded to encompass all of Michigan and diversified into risk management, catastrophe adjusting, medical review and case management to reflect the diverse services for the insurance and risk industry.

Using monthly risk premium calculation data during March 1934 through June 2017 (limited by availability of T - bill data), and monthly dividend - adjusted closing prices for the three asset class mutual funds during June 1980 through June 2017 (37 years, limited by VFIIX), we find that:

When we sign Gervinho, and be truthful, will you be excited or just say «another risk that will need time to adjust», will we be sitting here agin next year giving Gervinho the same grade as Chamakh for the same reasons, just a question.

At the end of the year, after adjusting for the baseline prevalence of being overweight, the authors found a 31 % decrease in the risk of obesity in the intervention group.

We used multivariable logistic - regression models to adjust for potential confounders, including maternal race or ethnic group (non-Hispanic white vs. other), parity (nulliparous vs. multiparous), insurance status (public or none vs. other), extent of prenatal care (≥ 5 visits vs. < 5 visits), advanced maternal age (≥ 35 years vs. < 35 years), maternal education (> 12 years vs. ≤ 12 years), history or no history of cesarean delivery, and a composite marker of conditions that confer increased medical risk.

Estimates of the risk (odds ratio) of getting a «low» WPPSI - R score at age 5 years among children breast fed for less than 3 months compared to children breast fed for six months or more, adjusted for maternal age, education, smoking, and Raven score

Using a United Kingdom database, they surveyed general practitioners about BSA affected by psoriasis and looked at data on 8,124 adults with psoriasis and 76,599 adults without psoriasis over the course of four years, and they adjusted the samples to account for any differences in age, sex, and body mass index and other diabetes risk factors.

For each 5 year increase in age (or age at diagnosis), the multiple adjusted risks of macrovascular events and all - cause death were increased by 33 % and 56 %, respectively.

«No one had previously investigated whether fitness in midlife translates into decreased health care costs 20 - 30 years later while adjusting for the risk factors,» said Bachmann, instructor in Medicine.

After adjusting for lifestyle factors, age and other chronic conditions, researchers found that men who reported difficulty initiating sleep and non-restorative sleep had a 55 percent and 32 percent increased risk of CVD - related mortality over the six year follow up, respectively, when compared to men who did not report these insomnia - related symptoms.

Oskar Ström, RPh, PhDc, co-author of the study said: «Our model, based on Swedish costs and fracture risk data, shows that the widespread implementation of FLS has the potential to prevent a large number of fractures in Swedish patients with only a moderate cost per quality - adjusted life - year.»

In a Cox proportional hazards model adjusting for age, examination years and all other predictive coronary disease risk factors, blood donors had a 88 % reduced risk (relative hazard = 0.12, 95 % confidence interval 0.02 - 0.86, p = 0.035) of acute myocardial infarction, compared with non-blood donors.

In age -, sex -, and examination year — adjusted analyses, both BMI and waist circumference were associated with mortality risk, but percent body fat and FFM were not related to mortality.

After adjusting for common factors that influence breast cancer risk, Henderson and colleagues found that women whose mammograms were classified as false - positive who were referred for additional imaging had a 39 percent increased chance of developing subsequent breast cancer during the 10 - year follow - up period, compared with women with a true - negative result.

After adjusting for body mass index (BMI — an estimate of body fat based on height and weight) and lifestyle factors such as diet and smoking, the researchers found that black women who worked night shifts for 10 or more years still had a 23 percent increased risk of developing diabetes.

After adjusting for lifestyle and dietary risk factors, a major study involving 131,342 participants found that for every 3 - percent increase in plant protein the participants worked into their diets, they saw their risk for death from causes including heart disease drop by 10 percent over a 32 - year period.

Data analysis was performed using Cox proportional hazard models adjusted for age, sex, calendar year, comorbidity, medical treatment, and severity of disease, and propensity - based risk - stratified models and case - crossover models.

Unlike in previous years, in which these data were provided to the principals only at the end of the year, the team analyzed this data in every quarter and adjusted their improvement testing strategy to help the students who were most at risk for being retained.

The above historical performance figures from Morningstar indicate that the fund had a higher volatility (expressed as a standard deviation of returns) and underperformed the S&P 500 ® index, its best - fit benchmark, on a risk - adjusted basis (Sharpe Ratio) in both the three - and five - year trailing periods.

Here is how I applied its formula: OK, a few comparisons that I found insightful: Mutual Shares Z MUTHX is the top performer in APR relative to SP500 and tops all risk adjusted return (RAR) indices in the 50 year equity category.

The Alpholio ™ analysis demonstrates that the fund's performance on a truly risk - adjusted basis in the past eight years has been unimpressive.

While this approach suits many MFO readers just fine, especially having lived through two 50 percent equity market drawdowns in the past 15 years, others like Investor on the MFO Discussion Board, were less interested in risk adjusted return and wanted to see ratings based on absolute return.

Second, the Alpholio ™ analysis of the fund shows that in the past eight years, it practically generated no alpha for its shareholders, when fully adjusted for the ever - changing risk of its positions:

There was an interesting article in BusinessWeek this weekend highlighting how Israel's risk - adjusted return over the past 10 years bested all other developed markets.

For example, according to data from MSCI, the MSCI USA Minimum Volatility (USD) index's Sharpe ratio, a common way to measure risk - adjusted returns, was 0.61 for the last ten years, above the benchmark MSCI USA Index's 0.44 ratio.

The industry's transparent, risk - adjusted capital requirements set it apart from other forms of credit enhancement, and that stability — coupled with 60 years of experience insuring high LTV - residential mortgages — puts it in a unique position to support the expansion of homeownership.

Yet the risk - adjusted returns over a 10 - year rolling period are lower for frontier markets than for other investment areas.

Also, the Sharpe ratio (3 year) is 1.4 which is better than peers and indicates that the fund has better risk - adjusted performance and also indicates that higher returns do not come with an excess of additional risk.