SOLUTIONS for FINANCIAL WELLBEING -
Rate of Return
Rate of Return Myth — mutual funds
Aug 20th
RATE of RETURN MYTH on MUTUAL FUNDS
Here is some information about rates of return that may interest you, especially if you own mutual funds.
After reviewing the illustration below, see what is reported to clients without dollar figures and how the Rate of Return of 25% is allowed to be reported to clients even though they really made a loss.
