Mutual Funds

Keep performance in perspective, especially after a major market event

Keep performance in perspective, especially after a major market event If you pay close attention to your mutual funds’ performance, the past 12 months may have put up some wonky numbers. That’s because the crash of 2020 and the quick recovery could mean wild swings in short-term performance periods like 1-month, 6-month, or 1-year returns.

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Are fund investors learning not to panic?

Are fund investors learning not to panic? When the stock market experiences a crash, as it did in the spring of 2020, the script is predictable: investors sell their stocks and take refuge in “safer” fixed-income and cash-equivalent securities. A U.S. research company, DALBAR, has been documenting this behaviour and the price mutual fund investors

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