Result: Orbis Global's portfolio usually looks nothing like its benchmark, the FTSE World Total Return index.
The average 18-mo return for the Emerging Total Return Index (price index including dividends) is 22.4%.
For example, for the 18-mo period ending July 2001the MSCI Emerging Total Return Index was -36.4%, MSCI Emerging Price Index was -38.6%, and the structured note therefore was -28.6%.
Two others have exposure to oil futures: iPath Goldman Sachs (nyse: GS - news - people ) Crude Oil Total Return Index Exchange Traded Note and PowerShares Deutsche Bank (nyse: DB - news - people ) Oil Fund.
In the case of an investor going long the total return of the NCREIF index, he or she would accept the total return on the NPI (paid quarterly) on a predetermined notional amount and agree to pay the LIBOR rate, plus a spread on the same notional amount.
You could, for example, buy the iPath Dow Jones-AIG Lead Total Return Sub-Index or PowerShares DWA Emerging Markets Technical Leaders.
The iPath DJ-UBS Copper Total Return Sub-Index ETN ( JJC) is the most liquid of the exchange traded products that follow copper prices.
The note consists of futures of contracts of seven agricultural commodities (soybeans, corn, wheat, cotton, soybean oil, coffee and sugar) and tracks the return of the Dow Jones-UBS Agriculture Total Return Sub-Index.
On a total return basis, the index has already provided investors with a positive return since the previous peak.
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Another method is to swap the total return on the NCREIF index broken down by property sector, allowing investors to take a position in an alternate property sector in which they may not own properties, thus allowing investors to swap the returns from office related real estate for retail real estate.
The MSCI Greece stock index has a 12-month total return of 42%, a tad ahead of 41% for the MSCI Europe index.
In 2010, shares of smaller companies in the Russell 2000 Index produced a total return of 26.9%.
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Understand that the performance for Morgan's index is a total return, net of all expropriations and currency crises.
The average return over that period for the Barclays Municipal Index was 5.855% (total return), with price contributing 0.964% and coupon contributing 4.945%.
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That index has produced an annualized total return of 11% since 1997.
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Last year we suffered a 16% correction in the MSCI World Index before stocks rebounded for a total return of nearly 12% in 2010.
The SET stock index is up 19% (total return in Thai baht) over the past year.
Over a 9.5 year period ending this past December, the overall MSCI EAFE Index gained 63.9% in total return.
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Investors should expect this to be the total return from a U.S. total bond market index fund over the next 10 years.
In the forty years since 1970, the annualized return for the U.S. Total Stock Market Index is a much less volatile 10.2%.
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For the Barclays 10-year Municipal Bond Index, the results were similar: total return for the period was 6.133%, with 1.346% coming from price and 4.795% from coupons.
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In 2006 Maguire lagged behind peers, with a total return of 35% versus 43% for the Wilshire office REIT index.
If stocks match the historical average return of about 7.5% for 1999 through 2019, the index would wind up twice as high and the 10-year total return from the 2009 low would average 18%!
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Although REITs aren't the same bargain they were in 2000, over the past five years, the widely-followed Morgan Stanley REIT Index (amex: RMS - news - people ), which measures total return--including dividends-- has risen 20.4% per year.
Collections of properties that kick off rental income, REITs have clocked an annual 24% total return--that's appreciation plus dividends--over the past three years, versus the broad stock index's 7.5%.
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