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Whenever a mutual fund advertises performance, the Securities and Exchange Commission requires that it include the disclaimer that "past performance does not guarantee future results." A study by ...
The phrase “past performance is not an indicator of future performance” (or similar) can be found in the fine print of most mutual fund literature. Nonetheless, past performance of an investment fund or portfolio, and the management thereof, is frequently considered when judging the fund or the management of it.
The mutual fund industry measures performance against benchmark indexes, giving rise to a third problem. Managers often play not to lose instead of beating benchmarks by employing conservative ...
A mutual fund is an investment company that pools your money with many other investors to buy a mix of assets, such as stocks and bonds. ... Like most investments, past performance doesn't ...
The average equity mutual fund investor tends to buy MUTUAL FUNDS with high past returns and sell otherwise. Buying MUTUAL FUNDS with high returns is called a "return-chasing behavior." Equity mutual fund flows have a positive correlation with past performance, with a return-flow correlation coefficient of 0.49.
These statistical measures are often reduced to a single figure representing an aspect of past performance: Alpha represents the fund's return when the benchmark's return is 0. This shows the fund's performance relative to the benchmark and can demonstrate the value added by the fund manager. The higher the 'alpha' the better the manager.
Data from mutual fund company Hartford indicates that between 1973 and 2023, ... Obviously past performance is no guarantee of future results. Past performance is what it is for a reason, though ...
A mutual fund is an investment fund that pools money from many investors to purchase securities.The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital'), and the open-ended investment company (OEIC) in the UK.
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related to: mutual fund past performance