Stories Tagged: returns

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Understanding CAGR in Mutual Funds for Long-Term Financial Goals

CAGR, or Compound Annual Growth Rate, is a crucial metric in assessing the performance of mutual... (1 revisions)

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Foreign-themed mutual funds rally up to 80% in a year. Should you go international?

InvestorPlace recently published an article by Josh Enomoto discussing the benefits of investing... (5 revisions)

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Are CLM and CRF the New Kings of Dividend Yielding Funds?

The Calamos Global Total Return Fund (CGO) offers geographic diversification and a high... (6 revisions)

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Australia's Future Fund Shifts Focus to Domestic Investments Amid Global Trends

Australia's sovereign wealth fund, the Future Fund, is undergoing a strategic shift in its... (8 revisions)

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Factors contributing to poor investment performance and potential for improvement for young investors

Investment portfolios have been performing poorly over the last 5 years, but there is hope for... (9 revisions)

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KiwiSaver Assets Reach $108.6 Billion in March Quarter, Riding the Wave of Optimism

In the March 2024 quarter, KiwiSaver funds under management increased by $4.6 billion, reaching... (11 revisions)

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Robo-Advisers Thrive in 2024 Amid Market Optimism

In 2024, North American markets have seen a significant upswing, largely attributed to recent... (21 revisions)