Being under the illusion that you are earning a high rate of return when your true return is sub-par often leads to overconfidence, which is a performance killer. Money-weighted returns (also called ...

If you have a 401(k) or a brokerage account, you have probably looked at the bottom line numbers on mutual funds and ETFs to decide on where you want to make your money grow. But are you getting the ...

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 ...

Are you getting the most out of your fund’s performance? Why It Matters: Over the past 10 years, the average dollar invested in US mutual funds and exchange-traded funds earned 1.2% less per year than ...