Learn how to optimize your gains by benchmarking your investment returns against key market indexes. Ensure your comparison ...

Benchmark bonds set performance standards for other bonds. This article covers their definition, operation, and examples that ...

CalPERS' CIO Nicole Mussico's departure comes as the pension fund's recent performance topped its policy benchmark. Over the last fiscal year, which ended June 30, the pension fund returned 5.8% vs. 5 ...

Sacramento County (Calif.) Employees' Retirement Association reported a preliminary net return of 27.7% for the fiscal year ended June 30. The $12.4 billion pension fund's return exceeded its policy ...

Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...

A key takeaway from the above table of Dow Jones net annual returns is that the highest years are generally lower than those of the S&P 500 index, but the lows are not as low. This suggests that the ...

This article was written by Vikas Jain, Index Quant Research and Yingjin Gan, Head of Index Research at Bloomberg. Over the past few decades, index-linked (passive funds) have experienced substantial ...

Adams Natural Resources Fund reports 2024 returns of 5.3% net asset value, outperforming its benchmark and distributing $1.77 per share. Adams Natural Resources Fund, Inc. reported a total return of 5 ...

ROI measures return on cost or equity in real estate, aiding investment comparisons. Using leverage in real estate can greatly increase ROI by considering invested equity. As property risk and efforts ...

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will show two trends; firstly a growing return on capital employed (ROCE) and ...

Market regulator Sebi on Friday asked asset management companies (AMCs) to disclose information ratio (IR), which is used to measure risk adjusted return of mutual fund schemes, on its website on a ...