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 ...

Calculating the return on your investments is the best way to tell if you're on track to achieve your financial goals. Yet if you regularly make contributions or withdrawals in your investment ...

Understanding why strong performance doesn’t always equal profit.

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 ...