Sentences with phrase «year to date gain»

Yesterday my year to date gain was 11.5 %, which surpassed the S&P 500 and achieved it with far less risk.

With new purchases and last month dividend hikes, my estimated yearly income has grown to $ 7981, with year to date gain of 13.0 %.

The EMI Global Equity Index declined by 0.4 % over the last twenty four hours with the year to date gain narrowing to 11.6 %.

Not exact matches

Only Southwest had a year - to - date gain as of Tuesday's close.

At the same time, the stock market has roared higher, with the S&P 500 gaining more than 19 percent year to date.

JPMorgan said even though the stock has gained 20 percent year - to - date, it sees further opportunity as the company continues its transition from print to digital.

Nield cautions that because of strong year - to - date gains, there could be a short - term pullback.

And year - to - date, XLK has still eked out a gain, which makes it one of the few sector winners among S&P 500 stocks.

The Shanghai composite is up 1.3 percent year to date, in contrast to gains of more than 17 percent for the EEM and Hong Kong's Hang Seng stock index.

The Shanghai composite is up 1.2 percent year - to - date, in contrast to gains of more than 18 percent for the iShares MSCI Emerging Markets ETF (EEM).

The current year - to - date gains for the S&P 500 Index are higher than the average annual gains since 1928, according to Howard Silverblatt, a veteran market watcher at S&P Dow Jones Indices.

That's before Country Garden's shares rose another 6.9 % on Monday in Hong Kong trading, taking its year - to - date - gain to more than 16 %.

Taser shares have gained 44 percent year to date, but have fallen 12 percent this quarter after the company lost the New York Police Department body cam contract to Vievu Safariland at a price that Taser described as «near or below cost.»

The largest fixed income fund, the $ 26.9 billion Vanguard Total Bond Market ETF, has gained 1.3 percent year to date, outperforming the S&P 500, which has dropped 3.1 percent in 2015.

The benchmark rose more than 35 percent year - to - date, with major blue chips contributing most of those gains.

Three stocks - 3M, IBM and United Health - have contributed 54 percent of that gain and, with an additional four stocks, seven stocks in total make up 97 percent of the year - to - date rise in the Dow 30: Johnson & Johnson, Caterpillar, Exxon and Chevron.

By comparison, the HFRI hedge fund index fell 1.87 percent for August — paring year - to - date gains to just 0.2 percent.

The capacity cuts are contributing to higher metals prices, with the S&P GSCI Industrial Metals Index having gained more than 24 percent year - to - date.

The XLE has sunk 5 percent year to date, while crude has gained 4 percent in the same time.

«Halftime Report» trader Jim Lebenthal is getting nervous about the stock market right now so he purchased an exchange - traded fund to protect the 9 percent year - to - date gain in his CNBC Pro model portfolio.

The S&P 500 declined 1.4 percent to end at 2,677.67 — erasing its year - to - date gains — with industrials as the worst - performing sector.

The ETF tracking gold miner stocks (trading under the ticker symbol GDX) is up 14 percent year to date while gold has gained less than 2 percent.

To compare, the S&P 500 Index has gained 9.3 percent year to datTo compare, the S&P 500 Index has gained 9.3 percent year to datto date.

If the shares acquired upon exercise are disposed of more than two years after the date of grant and one year after the date of transfer of the shares to the participant (statutory holding periods), any sale proceeds that exceed the total exercise price of these shares will be long - term capital gain.

Gain realized on the sale of an incentive stock option is taxable at capital gains rates, unless participant disposes of the shares within (1) two years after the date of grant of the option of (2) within one year of the date the shares were transferred to such participant.

Of the funds, the Highland Energy MLP Fund has had the best absolute performance through August 25, with year - to - date returns of 18.64 %, but these gains actually fall short of the category average by 0.21 percentage points.

If a participant disposes of such shares within one year after the date of exercise and two years after the date of grant (the «ISO Holding Period»)(such disposition, a «Disqualifying Disposition»), any gain on such Disqualifying Disposition, up to the amount of the spread on exercise, will be ordinary income, with the balance being capital gain.

Of course, 2016 was shaping up as a fairly humdrum affair itself until Election Day, with year - to - date gains on the leading benchmarks in the mid-single-digit range.

The stock has gained 29.73 percent year - to - date, and it has delivered positive returns each year since 2010.

A good percentage of the market's year - to - date gains have come on a quintet of technology and internet names, but even absent that, more and more Wall Street analysts are concerned about broad U.S. stock - market valuations.

The stock has gained 17.79 percent year - to - date.

In April, the S&P 500 (TR) gained 0.4 %, ending its first consecutive monthly loss in almost two years, but the index is still down 0.4 % year - to - date (ending April 30, 2018.)

Total return, including both income and capital gains, is shown for the last three months (last quarter) and year - to - date.

Lionsgate and Starz have much to gain from a get - together — both stocks are off significantly year - to - date and are trading near their respective 52 - week lows.

Bitcoin, having soared above $ 9,000 over the weekend with year - to - date gains of nearly 800 %, is now officially an investor mania.

«Following a 42 percent gain year to date, expectations were high,» Argus Research analyst John Staszak said.

Neha Chamaria: I'm getting increasingly apprehensive about Cummins Inc. (NYSE: CMI) stock, which has already gained 43 % year to date, especially given the massive challenges the company faces.

Fiat Chrysler stock has gained nearly 35 percent year - to - date, compared with flat performance in GM stock.

Gains in each of the first two months have propelled the S&P 500 to an early 6 % year - to - date return.

The year - to - date gain for the index narrowed to just 0.9 % or the lowest level since the middle of January.

Craft beer volume sales are up just 6.5 percent year - to - date through May 15, according to IRI, down from more than 17 percent gains a year ago.

As Brewers Association chief economist Bart Watson noted via Twitter, year - to - date craft volume gains would actually be closer to 9 percent if you removed non-Brewers Association - defined craft brand families like Blue Moon and Shock Top, which Watson estimates are down 4 percent and 9 percent year - to - date, respectively.

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.

Extending its recent upward trend, Gold prices have gained 6.5 % year - to - date with Spot gold price reaching its five - month closing high of $ 1,288.50 an ounce.

Technology stocks have raced past the pack year to date, gaining 40 %, nearly doubling second place health care's 22 % gain.

The S&P 500 lost 3 % in the quarter, but matched our calendar year - to - date gain of 9 %.

As an absolute - return strategy some consider a source of alternative exposure to bonds, QAI has gained 5 % year - to - date, bringing its total returns since inception to about 30 %.

The ETF was already up big before the election, but November's rally of 23 % pushed year - to - date gains to an eye - popping 109 %.

Even so, coal prices remain stubbornly high, helping fuel a 115 % year - to - date gain in the Van Eck Vectors Coal ETF (KOL).

Sprint's stock has far outpaced its competitors this year, recording a 134 percent year - to - date gain.