Missed tax savings are gone forever and so is the compound return
on that money.
This six-year deposit offers just short of 5% per annum, compound return
, being an interest payment of 34% at maturity if the FTSE 100 Index is at or above the closing level of the Index on June 13 this year.
And if you had a bank account that was credited with actual S&P 500 Index returns from 1920 to 2013 (excluding dividends), your average compound return
would only be 6.45 percent.
Since inception on November 1, 2011, the Fund s class A units have had an annualized compound return
of 10.2% to July 31, 2014, which includes total cash distributions of $2.02 per unit.
The GSCI Light Energy index produced a compound return
of just 3.1 percent.
pounds 100,000 invested for 20 years at a compound return
of eight per cent is worth pounds 466,095.
As shown in Table 4, one-dimensional P/E-sorted value portfolios averaged an annual compound return
of22.26% throughout our 20-year test period, whereas the growth portfolio yielded a negative return of 3.12% (2).
Over the 10 years to 30 April 2009, Stenham Trading has delivered a compound return
of 9.86 percent.
Over the 10 years to 30 April 2009, Stenham Trading (US$) has delivered a compound return
of 9.86 per cent.
By the time the fired was wound up it had amassed an annual compound return
Now, if the expected average compound return
on stocks exceeds the risk-free rate of interest, "it is indeed true that the probability of a shortfall declines with the length of the investment time horizon" (ibid).
Of the 7.9pc per annum compound return
, 5.0pc would have come from dividends and the remaining 2.9pc from inflation (1.4pc) change in valuation basis (0.6pc) and real dividend growth (0.8pc).