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Any fund will list its performance over a one- to 10-year period as well as from the fund’s inception. It will show you the annualized return over these periods, so you can get a sense of what ...
Fidelity's best index funds feature low costs and good growth potential. Here are some of the top performers that are worth considering as retirement investments.
In finance, Jensen's alpha [1] (or Jensen's Performance Index, ex-post alpha) is used to determine the abnormal return of a security or portfolio of securities over the theoretical expected return. It is a version of the standard alpha based on a theoretical performance instead of a market index .
In addition it is usually impossible to precisely mirror the index as the models for sampling and mirroring, by their nature, cannot be 100% accurate. The difference between the index performance and the fund performance is called the "tracking error", or, colloquially, "jitter". Index funds are available from many investment managers.
Year-to-date performance: -33.32%. Five-year performance: 15.81%. 10-year performance: 18.37%. Expense ratio: 0.80%. Fidelity Select Health Care Services Portfolio.
For example, if a stock has a YTD return of 8%, it means that from January 1 of the current year to the present date, the stock has appreciated by 8%. Another example: if a property has a fiscal year-end of March 31, 2009, and the YTD rental income as of June 30, 2008, is $1,000, this indicates that the property earned $1,000 in rental income ...
Geometric return: return depending only on start date and end date of one overall observation period; Rate of return or return on investment; Total shareholder return: annualized growth in capital assuming that dividends are reinvested
The stock has strung together an impressive stretch of gains, bringing its year-to-date advance to 18%. As for the others, they have generally hovered around the S&P 500's year-to-date performance ...