Morningstar index returns 2019

    • [DOCX File]www.assante.com

      https://info.5y1.org/morningstar-index-returns-2019_1_290763.html

      Source: Morningstar®, CI Investments. S&P 500 TR in USD from January 1, 1990 – December 31, 2019 using daily returns.

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    • [DOCX File]Home | Medallion Wealth

      https://info.5y1.org/morningstar-index-returns-2019_1_939944.html

      2019-10-10 · A shift in the Fed’s stance and a reduction in trade tensions sparked a rally that took the S&P 500 Index to a new high in July (S&P 500 data—St. Louis Federal Reserve). Despite a late July rate cut, an escalation in trade tensions in August created a brief bout of volatility. Yet, the peak-to-trough decline in the S&P 500 Index amounted to just 6.1%. Economic growth and a Fed that was ...

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    • [DOC File]Returns to 1/26/04

      https://info.5y1.org/morningstar-index-returns-2019_1_52d3c2.html

      Returns Through 1/25/19 1 Week YTD 1 Year 3 Year 5 Year Dow Jones Industrials (TR) 0.12 6.16 -4.12 18.77 11.95 NASDAQ Composite (PR) 0.11 7.98 -3.32 16.61 11.66 S&P 500 (TR) -0.21 6.41 -4.28 14.72 10.54 Barclays US Agg Bond (TR) 0.30 0.28 1.05 1.83 2.34 MSCI EAFE (TR) 0.48 5.52 -14.70 7.92 1.98 Source: Morningstar.com. *Past performance is no guarantee of future results. Indexes are …

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    • [DOC File]Returns to 1/26/04

      https://info.5y1.org/morningstar-index-returns-2019_1_af02f0.html

      Returns Through 1/18/19 1 Week YTD 1 Year 3 Year 5 Year Dow Jones Industrials (TR) 3.01 6.02 -2.84 18.48 11.13 NASDAQ Composite (PR) 2.66 7.87 -1.90 16.83 11.26 S&P 500 (TR) 2.90 6.63 -2.65 14.74 10.00 Barclays US Agg Bond (TR) -0.19 -0.01 0.79 1.72 2.34 MSCI EAFE (TR) 1.08 5.02 -13.32 8.22 1.47 Source: Morningstar.com. *Past performance is no guarantee of future results. Indexes are …

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    • [DOC File]Returns to 1/26/04

      https://info.5y1.org/morningstar-index-returns-2019_1_eb4e42.html

      Returns Through 7/24/20 1 Week YTD 1 Year 3 Year 5 Year Dow Jones Industrials (TR) -0.74 -6.00 -0.53 9.71 11.24 NASDAQ Composite (TR) -1.33 16.10 25.82 18.61 16.58 S&P 500 (TR) -0.27 0.62 8.62 11.37 11.36 Barclays US Agg Bond (TR) 0.41 7.40 9.91 5.55 4.47 MSCI EAFE (TR) 0.41 -7.31 -1.00 1.65 2.75 Source: Morningstar.com. *Past performance is no guarantee of future results. Indexes are ...

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    • [DOCX File]BM 410-1 Day One Notes and Objectives

      https://info.5y1.org/morningstar-index-returns-2019_1_0885ed.html

      2019. Investments 7: Understanding Mutual Fund Basics . Understand the advantages, disadvantages, types and classes of mutual funds. Understand how to calculate mutual fund returns. We did Case Study #6-1: Before Tax and After-tax Portfolio Returns to show how to calculate mutual fund returns and the impact of taxes on a portfolio of Funds (use Learning Tool 33 – Calculating After-tax ...

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