Investor behavior often shapes results more than markets themselves. DALBAR data reveal how emotion, volatility, and timing ...
Since inception on September 23, 2013, through December 31, 2025, the Fund produced a 10.54% net annualized compounded ...
The 16.7% annualized return for the S&P 500 to kick off President Trump's second term is bested by only one other president ...
The Global Market Index (GMI) remains on track to generate a 7%-plus annualized total return for the long-run outlook, based on data through October. This estimate of future performance has been ...
Monthly dividends offer faster compounding, outperforming the Schwab U.S. Dividend Equity ETF (SCHD) quarterly payouts with stronger long-term returns. Both ETFs below beat SCHD’s 12.2% 10-year ...
No other asset class has come close to matching the average annual return of stocks over the long run. Exchange-traded funds (ETFs) can provide instant diversification or concentration with the simple ...
The historical relationship between the S&P 500 forward P/E ratio and subsequent 10-year annualized returns shows that investors should expect... Read Full Article » Related Topics: Torsten Slok, ...