dont focus on returns Archives – Wiser Wealth Management

Don’t Chase Returns

Very often individual investors choose mutual funds based on the historical performance of the fund. To many individual investors it seems logical that past great performance would only indicate a tendency for future great performance. According to a July 2013 report from S&P, this may not be the case. Twice a year S&P Dow Jones Indices releases its Persistence Score Card. This reports tracks the consistency of top mutual fund performers over yearly consecutive periods asking the question, does past performance really matter? The latest […]
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