Given the latest market run, I am getting a lot of questions about chasing returns and individuals comparing themselves to the S&P 500 index. The flaw of human nature is that whatever we have is ...

Learn how absolute percentage growth helps you evaluate the standalone performance of your investments without benchmarks.

Much of the confusion about what an absolute-return portfolio is arises from the rather cavalier way that some of these funds are labeled. Many funds are advertised as absolute-return plays simply ...

Persistent outperformance is one of the most sought-after characteristics of mutual funds and exchange-traded funds. Do top-performing funds show an ability to stay at the top year after year? Fund ...

All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...