S&P 500 Total Return definition
Examples of S&P 500 Total Return in a sentence
The Payout Modifier is determined as follows based on Chevron’s total stockholder return (TSR) compared with the TSR for the Peer Group for the three-year Performance Period: Payout Modifier 200% 160% 120% 80% 40% 0% The Peer Group for your Performance Share Award is BP, ExxonMobil, RD Shell, Total and S&P 500 Total Return Index.
The performance goal for the Performance Cycle is the total return per Share to the Corporation’s shareholders, inclusive of dividends paid, during the Performance Cycle in comparison to the total return per share of common stock, inclusive of dividends paid, during the Performance Cycle achieved by the companies that are listed in Exhibit A attached hereto (the “Comparison Companies”) as well as the S&P 500 Total Return Index (the “S&P Total Return Index”), in each case as set forth in this Section 4(b).
The S&P 500 Total Return Index includes both the capital gains of its underlying securities but also assumes that all distributions, such as dividends are reinvested back into the index.
The “S&P 500 TSR” shall be calculated by dividing the reported closing value of the S&P 500 Total Return Index on the last trading day of by the reported closing value of the S&P 500 Total Return Index on the last trading day of , subtracting one from the result and then expressing the resulting fraction as a percentage.
All tax returns, declarations, remittances and filings required to be filed by the Purchaser and the Subsidiaries have been filed with all appropriate governmental authorities and all such returns, declarations, remittances and filings are complete and accurate and no material fact or facts have been omitted therefrom which would make any of them misleading, except where the failure to file such documents or any incompletions, inaccuracies or omissions would have a Material Adverse Effect.
For this measure, I fill in missing prospectus benchmark observations with the most common benchmark, S&P 500 Total Return index.9 My data on the monthly 4 factor returns are from the Center for Research in Security Prices (CRSP).
TSR Modifier 200% 160% 120% 80% 40% 0% The Peer Group for TSR is BP, ExxonMobil, RD Shell, Total and S&P 500 Total Return Index.
The comparative index is the S&P 500 Total Return Index (the “Index”) over the applicable measurement period.
The Adviser shall be relieved from the payment obligation of the additional $100,000 fee to the Sub-Adviser if at any time during this period after the initial allocation to the Sub-Adviser, the Sub-Adviser's total return during such one-year period lags the S&P 500 Total Return Index by 7% (700 basis points) or more.
The second is a one-factor model using a combination of the primary prospectus objective index and the S&P 500 Total Return index as factor returns.