Sentences with phrase «year total return»

Take a look at the chart below which shows my model portfolio «s rolling one - year total return (share price change plus dividends) relative to a FTSE All - Share index tracker:

Here's another chart, this time showing the portfolio's annualised five - year total return relative to the FTSE All - Share:

The fund's one - year total return would therefore be 2 % (the 3 % interest minus the 1 % capital loss).

Although ProShares Russell 2000 Dividend Growers (SMDV) is too new for anyone to say that it presents a better small - cap dividend approach, its one - year total return based on NAV is 13.25 % vs. 2.76 % for DES.

The longer - maturity indices performed better than their shorter - maturity counterparts; the Dow Jones Sukuk 5 - 7 Year Total Return Index and the Dow Jones Sukuk 7 - 10 Year Total Return Index were up 3.98 % and 7.36 %, respectively.

As of Nov. 30, 2016, the Dow Jones Sukuk 5 - 7 Year Total Return Index and the Dow Jones Sukuk 7 - 10 Year Total Return Index gained 6.22 % and 5.71 % YTD, respectively.

In Canada over the past year the total return in the DEX bond universe, despite the May to September reset, was just over minus 1 % — the first negative total return since 1999 and only the third since 1986!

The one - year total return of the S&P China Bond Index fell 0.29 % last year (see Exhibit 1), contrasting with the strong gains observed in previous years.

The Dow Jones Sukuk 7 - 10 Year Total Return Index rose 2.16 % YTD and 6.52 % over the one - year period.

Similarly, the Dow Jones Sukuk 5 - 7 Year Total Return Index gained 0.90 % YTD and 5.70 % over the one - year period.

The average annualized five - year total return on world bond funds is a paltry 1.2 %.

* Volatility (measured by standard deviation) for MARKIT CDX.NA.HY 5 - year TOTAL RETURN INDEX, a benchmark for the high yield CDS market, has from its 2007 inception through June 30, 2014 ranged from 6 % to 14 % compared to 4 % to 16 % for the Barclays U.S. Corporate High Yield Index and 11 % to 46 % for the S&P 500 ®.

The shorthand estimate of 10 - year returns works out to 22 %, which was followed by an actual 10 - year total return on the S&P 500 of... 22 %.

Question 3: At the end of each year, funds are sorted within their category based on their five - year total return.

Why have they chosen to use a 5 year total return figure?

The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All - Star funds of the corresponding category.

The five year total return values for both indices are charted below.

In Chile, the equity market struggled to show positive gains in both the short and long term, as the one - year total return was -3.04 % for the S&P Chile BMI (CLP), as its five - year total return was off 4.43 %.

Interestingly, the one - year total return of the S&P China High Quality Corporate Bond 3 - 7 Year Index was 6.61 % as of May 16, 2016, outperforming its benchmark, the S&P China Corporate Bond Index, which returned 6.18 % over the same period.

For switching, it replaces P / E10 with the single - year total return of Government Long Bonds minus the single - year total return of T - Bills.

Assume that two parties enter into a one - year total return swap in which one party receives the London Interbank Offered Rate, or LIBOR, in addition to a fixed margin of 2 %.

30 - Year Returns The 30 - year total return remained above 3 % throughout 1871 - 1980.

10 - Year Returns The 10 - year total return was NEGATIVE in 1909 - 1912, 1937 and 1965 - 1973.

We correctly estimated at the time that the 10 - year total return of the S&P 500 was likely to be negative even with optimistic assumptions about the valuations that might prevail at the end of that 10 - year period.

According to Morningstar.com, OAKBX has a 10 - year total return of 8.58 % and 15 - year 9.27 %, which are quite remarkable for a moderate fund, even though the fund returned a dismal 0.64 % in 2011.

In The Siren's Song of the Unfinished Half - Cycle John Hussman has a great annotated chart comparing the ten - year returns estimated by the Shiller PE to the actual market returns that emerged over the following ten years from each estimate (from 1940 to present): Hussman estimates the ten - year return using a simple formula: Shorthand 10 - year total return -LSB-...]

As represented by the S&P China Bond Index, the one - year total return was down 1.75 % (see Exhibit 2).

Take a look at the following graphic, which is the year - by - year total return performance of the S&P 500 Index from 1987 — 2006:

In the chart below, the thin lines are various 10 - year total return projections, given the market's starting valuation at each date.

In that case, the 16 - year total return projection of 4.94 % represents 10 years of total returns at X %, followed by 6 years at 10 %.

The one - year total return of the S&P China Bond Index fell 0.29 % last year (see Exhibit 1), Read more -LSB-...]

If you write a billion - dollar 5 - year total return swap on Microsoft stock, that counts as $ 80 million of «total leverage exposure,» because that's 92 percent less worrisome than the CDS.

This point is so important that I am again presenting our 10 - year total return projections for the S&P 500 Index (standard methodology).

Kick in the average 2.8 % dividend yield since 1982, and you arrive at the 33 - year total return since 1982 of 12.3 % annually.

The blue line shows the same 10 year treasury yield from the WSJ chart, while the red line shows the subsequent one year total return on the 10 year bond.

Pharmaceuticals and biotech are heavily represented on the list of the top 15 stocks by 5 - year total return.

For the year, the Fortune 500 saw a return - on - equity of 14.3 %, above the historical norm of 12 %, and the median 1 - year total return was 15.3 %, down from 38 % in 2013.

VodaFone Group Plc (NASDAQ: VOD) P / E: 13.1 Yield: 7.2 % 1 - year total return: 16.6 % Based in Newbury, U.K., Vodafone is one of the largest telecoms in the world.

China Mobile Ltd. (NYSE: CHL) P / E: 10.9 Yield: 4.2 % 1 - year total return: 21.1 % China's largest telecom suffered when the government forced it — and not its competitors — to use an inferior domestic network standard.

Pentair Ltd. (NYSE: PNR) P / E: 30.7 Yield: 1.5 % 1 - year total return (CA$): 63.0 % A large - cap maker of pumps, valves and water - treatment solutions.

Shareholders, for their part, have gotten a three - year total return of 67 %.

The corollary to this level of rich valuation is that our projection for 10 - year total returns for the S&P 500 is now just 5.3 % annually.

Prior to 1995, the lowest implied 10 - year total returns priced into the S&P 500 in post-war data were:

The heavy line tracks actual 10 - year total returns since 1950 (that line ends a decade ago for obvious reasons).

This aligns well with our own analysis, where as I've noted in recent weeks, the S&P 500 is priced to deliver one of the weakest 10 - year total returns in history except for the (ultimately disappointing) period since the mid-1990's.

Last week, the U.S. equity market climbed to the steepest valuation level in history, based on the valuation measures most highly correlated with actual subsequent S&P 500 10 - 12 year total returns, across a century of market cycles.

Both our five and 10 year total returns to shareholders have averaged in excess of 20 per cent per year, ahead of virtually every major bank in the world.

Now, if negative 10 - 12 year total returns on stocks are acceptable to Wall Street, given the level of interest rates, that's fine, but investors should understand that this is what's being argued, and that the level of interest rates doesn't change that expectation.

Although Wall Street continues to assert that valuations are «reasonable given the level of interest rates,» keep in mind that the most reliable measures of valuation imply negative 10 - 12 year total returns for the S&P 500.

Selsick estimates the relationship between the Shiller - 16 and subsequent 16 - year total returns in the S&P 500, and arrives at a 16 - year estimate of prospective nominal returns of 4.94 % annually.