It is hard to argue with 18% compounded annual returns
over the past decade.
Bill Zhan's Tianyou Fund has had a compounded annual return
of 35.62% since the fund started in 2012.
Palau's trust fund can distribute $15 million per year for 35 years if it earns a compounded annual return
of at least 8.1 percent, a rate lower than the average earned thus far.
According to the study, the average equity investor earned a 2.57% compounded annual return
over an 18-year period (1984 to 2002), versus 12.22% for the S&P 500 Index.
The weighted-average bias of the forecast was -0.92 percent, which indicated that the forecast was, on average, slightly lower than the actual compounded annual return
of 12.57 percent, although the difference was not significantly different from zero (t = 0.31).
The reward to shareholders has been overwhelming, a compounded annual return
in excess of 52 percent.
The Ibbotson data in exhibit 2, page 136, provide only the geometric mean or compounded annual return
on certain investments.
Since American Capital's 1997 IPO through the first quarter of 2016, it has earned a 9.0 percent compounded annual return
, including interest, dividends, fees and net gains, from realizations of senior debt, subordinated debt, equity and structured products investments, totaling approximately USD28 billion of committed capital.
If you had invested in his Winton Futures Fund in 1997 when it launched, your money would have grown by almost 1000%, bringing in a compounded annual return
Since American Capital's 1997 IPO through 3Q15, the company has earned a 9% compounded annual return
, including interest, dividends, fees and net gains, on approximately 515 realisations of senior debt, subordinated debt, equity and structured products investments, totaling USD 25bn of committed capital.
It showed resilience after the 2008 financial crisis by giving 16 per cent compounded annual return
between July 2009 and July 2012.
The BSE Sensex has given a compounded annual return
of over 15 per cent in the past 25 years, but don't bank upon such performances.