Context first
A number on its own says little. The benchmark, the category and the period being measured give it meaning.
Past performance is not a forecast
Historical returns describe what happened in a particular environment. They are not a projection of what will happen next.
Key Takeaways
- Performance is only meaningful against a relevant benchmark and period.
- Past performance does not indicate future results.
- Cost and consistency deserve as much attention as returns.
- Investment Performance
- Mutual Funds
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