65 percent decline in December as regional equity markets were impacted by global oil price volatility, while 2014 total returns
for Europe and Asia/Pacific were 9.
During the 40 calendar quarters the table covers, there was only one instance of negative quarterly total returns
for one-year to three-year year Treasuries (Q1-1994, as the two-year Treasury rose in yield from 4.
She says 1993 was one of her better years because her portfolio delivered more than 30% in total returns
The annualized total returns
of the Select Value Fund for the one-year, three-year, five-year and since inception periods were 11.
53 percent, while mortgage REITs and hybrid REITs had total returns
of 42-39 percent and 20-08 percent, respectively.
To give readers a window to the funds' true performance, we show total returns
for one-, three- and five-year periods.
Both strong investment opportunities and a complementary need for capital exist in an emerging asset class that has delivered over 17% annualized total returns
over the last decade.
This objective rank is based on the average total returns
for the past 10 years.
High oil prices and considerable industry turmoil did not deter the airline and automotive sectors, which outperformed most other industries in terms of total returns
in the first quarter.
- Superior total returns
compared overall to 312 multi-cap value funds
The Fund has achieved a positive total return
in every calendar year since its inception over ten years ago, Through June 30, 2004, the average annual total returns
for the one, five and ten-year periods were 3.
94% during 2003, and for the three, five and ten-year periods ended December 31, 2003, its average annual total returns