What You Need to Know About Mutual Fund Returns
Past performance may be little guarantee of future results, but when we assess investments, especially mutual funds, past performance is an informative measure. But it's not the only one. The trick is to understand what you're looking at when you scrutinize performance, and it's come to our attention that some investors are misreading key facets of mutual fund returns.
To set the record straight, we've put together a primer based on questions we've received from readers about fund returns. Knowledge is power, after all, and a better understanding will help you make smarter investment decisions. All returns and data are through May 6.
What's a Total Return?
A fund's total return, as it appears in our magazine's fund
