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Returns of SPY by fiscal year per SEC EDGAR filings. Effective September 30, 1997, the end of the trust's fiscal year changed from December 31 to September 30. The 5-Year and 10-Year Average (Avg) Annual Return results are in the table below include reinvestment of distributions (typically dividends) from the trust.
The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar. The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars ...
Morningstar's current logo was designed by graphic designer Paul Rand. [35] The design features the "o" in Morningstar appearing as a rising sun, which is a nod to a Henry David Thoreau quote that inspired the company's name. [8] Mansueto considers the logo "one of our most valuable assets". [35]
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Trailing twelve months (TTM) is a measurement of a company's financial performance (income and expenses) used in finance. It is measured by using the income statements from a company's reports (such as interim, quarterly or annual reports), to calculate the income for the twelve-month period immediately prior to the date of the report.
Despite constant attempts by analysts and the media to complicate the basics of investing, there are only three ways a stock can create value for shareholders: Dividends. Earnings growth. Changes ...
Arx, ARX, or ArX may refer to: ARX (Algorithmic Research Ltd.), a digital security company; ARX (gene), Aristaless related homeobox; ARX (operating system), an operating system; Arx (Roman), a Roman citadel, and in particular: The northern hump of the two forming the Capitoline Hill of ancient Rome; Arx, Landes, a commune of the Landes ...
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