Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

Investor behavior often shapes results more than markets themselves. DALBAR data reveal how emotion, volatility, and timing ...

This fund has been a big moneymaker since its inception.

We estimate the average dollar invested in US mutual funds and exchange-traded funds earned 7.0% per year over the decade ended Dec. 31, 2024. That estimate, which is akin to an internal rate of ...

Goldman Sachs is projecting more modest returns for the S&P 500 (SP500) over the next decade, signaling a shift from the strong performance investors have seen in recent years. According to a recent ...

Each year, as part of our annual “Mind the Gap” study, we estimate how much the average dollar invested in funds earned after accounting for the timing and magnitude of investors’ buys and sells. The ...