Sentences with phrase «year to date return»

GURU handily outperformed the stock market with a year to date return of 42 % in mid-December.

High yield municipal bonds tracked in the S&P Municipal Bond High Yield Index have seen a 3.9 % year to date return with yields remaining fairly steady this week to end at 5.22 %.

The index has seen a year to date return of negative 7.66 % helping to hold back the returns of the municipal high yield bond market.

From what I can see the Canadian Focused fund (net of fees) for August 31/2010 year to date return is -3.73 % vs. TSX Composite 1.43 % (no fees).

Note how my year to date return is 5.51 % compared to the S&P 500 4.28 % growth and the Dow 4.79 % Dow returns.

Not exact matches

The fund is up 5.17 percent year - to - date — compared to a year - to - date return of more than 8 percent in the S&P 500 and 12 percent in the Nasdaq 100.

It has returned -16 percent year - to - date through Sept. 16, compared to a -1 percent return for the iShares S&P Global Consumer Discretionary ETF.

GrowthWorks» longest - standing product, WOF Balanced Series I, has returned 0.35 % a year on average over the last 10 years (much improved by a 21.4 % surge year to date), according to Morningstar.

Schwab managers meet for formal reviews every year to adjust target - date funds» underlying assets with an eye to boosting returns.

The Vanguard High Yield Corporate Bond fund has underperformed Treasuries in the recent downturn, but it still has a positive return of 0.5 percent in the year - to - date through Oct. 27.

Two stocks he scored big on were Philippines - based Alaskan Milk Corp., which saw an 80 % return in the three months before it was bought out in March, and Singapore beverage and food company Super Group Ltd., which is up 126 % year - to - date.

Beyond those basics, you'll get approved more readily and with better terms if you give the banks precisely what they need to make a decision: tax returns and audited (if possible) financial statements (P&L, balance sheets and cash flow) for the year to date and the previous three years; monthly statements for the previous 12 months; a business plan explaining what you do, how you do it and why your company would be a good risk; a detailed projection showing how you will generate the funds to pay down the line; and a backup plan (collateral) to repay the bank if the projections don't pan out.

It is also outperforming the market in 2018, posting a year - to - date return of 1.6 percent.

The iShares PHLX Semiconductor ETF is up 48 percent year to date through Friday compared with the S&P 500's 16 percent return.

Fund manager investments in Amazon.com Inc and Netflix Inc, both of which are up more than 35 percent for the year to date, helped boost the returns of large - cap funds, noted Savita Subramanian, equity and quant strategist at Bank of America Merrill Lynch.

They have returned 7 percent year - to - date and are outperforming equities by 8 percent, the strategists said.

They have returned 7 percent year to date and are outperforming equities by 8 percent, the strategists said in a note.

In US dollar terms, UK equities have returned -5 % year - to - date, underperforming the majority of developed and major emerging markets (top - left chart).

Year - to - date, the top 10 contributors have combined to account for 37 % of the S&P 500 index return.

The current dividend yield on XRE is about 5.25 % and about 4.90 % on CPD and their total year - to - date return is 8.76 % and 1.92 %.

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.

When measured against the American and European markets, Asian stocks, excluding Japan, have been the top performers of 2017 so far, returning more than 30 percent year - to - date.

Cleantech investments outweigh any other category on The SVX and, from a public company point of view, the S&P / TSX Renewable Energy and Clean Technology Index has outperformed the broader S&P / TSX Composite Index with almost double the percentage return (year to date).

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

Greenlight Capital returned 6.2 % in the third quarter, bringing the fund's year - to - date returns through September 30 to 3.3 %.

«The portfolio's 1.1 % third - quarter loss has been comparatively abysmal and has dragged its year - to - date return to the group's bottom decile — but it's not catastrophic.

The fund invests at least 80 % of its assets in component securities of the underlying index, and has posted year - to - date returns of 2.38 % through August 25.

Greenlight Capital fell 1.6 % in the fourth quarter, bringing the fund's year - to - date returns to 1.6 %.

Highland's best - performing alternatives fund, in relative terms, has been the Highland Global Allocation Fund, which sits atop its Morningstar category with year - to - date returns of 11.72 %.

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 fundamentals of year - to - date return leaders technology and consumer discretionary continued to impress during Q1, but materials showed the most strength, boosted by solid EPS and EBITDA growth and free - cash - flow margin.

Year - to - date as of November 15 its return is 13.17 %.

To inject a value element into this screen and identify companies that may have strong rebound potential, we then required the companies have a year - to - date total return of -10 To inject a value element into this screen and identify companies that may have strong rebound potential, we then required the companies have a year - to - date total return of -10 to - date total return of -10 %.

The payment cycle is not necessarily aligned to the calendar year; it begins on the «Dated Date,» which is either on or soon after the bond's issue date, and ends on the bond's maturity date, when the final coupon and return of principal payment are pDate,» which is either on or soon after the bond's issue date, and ends on the bond's maturity date, when the final coupon and return of principal payment are pdate, and ends on the bond's maturity date, when the final coupon and return of principal payment are pdate, when the final coupon and return of principal payment are paid.

But our year - to - date returns might now be into a second digit had I recognized that investors have learned utterly nothing from the bubbles and collapses of the past decade.

Year - to - date the Bloomberg Barclays U.S. Aggregate Index has a return of 3.06 %.

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

Our Municipal Bond Closed - End Fund Portfolio has also continued to be a top performer with a year - to - date return of 11 %.

Here is a look at my returns year to date for 2016.

The idea for Zipcar dates to 1999, when a 42 - year - old woman named Robin Chase learned about car sharing from a friend who had just returned from Berlin.

As you can see in the chart below, the NYSE Arca Gold BUGS Index has returned 22.31 percent year - to - date (YTD), whereas gold has delivered 7.74 percent.

And it's down 3.1 % in the year to date through July, vs. 0.7 % for the total return Wilshire 5000.

Year - to - date returns are based on August 6, 2015 closing prices.

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

Year - to - date, the best - performing ETF in the segment is the WisdomTree Europe Hedged SmallCap Equity Fund (EUSC), with a total return of 3.08 %.

Generally, to claim a refund, you must file Form 1040X within three years after the date you filed your original return or within two years after the date you paid the tax, whichever is later.

Year - to - date, the best - performing ETF in the segment is the First Trust International IPO ETF (FPXI), with a total return of 3.16 %.

IG EM US$ bonds returns have been stellar thus far in calendar 2017 with 5 nations clocking > 10 % returns year to date; Uruguay, Panama, Peru, Mexico and Kazakhstan.

The company has returned 440 percent since 2010 and 41 percent year - to - date (YTD) compared to the S&P / TSX Global Mining Index's 14 percent.

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.