Monday, September 15, 2025

Investors' Returns vs. Fund Returns

Report from Morningstar on investors' returns vs. fund returns. Due to badly timed trading, investors made 1.2% less per year than the funds they invested in. My return in USD terms for the relevant period was 6.83%, which is roughly what the average investor made. My AUD return was 9.81% over the same period!


 

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