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  2. Investment performance - Wikipedia

    en.wikipedia.org/wiki/Investment_performance

    Investment performance. Investment performance is the return on an investment portfolio. The investment portfolio can contain a single asset or multiple assets. The investment performance is measured over a specific period of time and in a specific currency. Investors often distinguish different types of return.

  3. What is net asset value (NAV)? Definition and formula explained

    www.aol.com/finance/net-asset-value-nav...

    Net asset value and fund performance. It may seem like comparing a fund’s change in net asset value over time is a good way to calculate investment performance, but that approach ignores some ...

  4. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio 's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return. The active return is the component of a portfolio's ...

  5. What are the different types of index funds? - AOL

    www.aol.com/finance/different-types-index-funds...

    Here are a few popular bond index funds: Vanguard Long-Term Bond ETF (BLV) – This fund aims to track the performance of the Bloomberg U.S. Long Government/Credit Float Adjusted Index and provide ...

  6. Fidelity Magellan Fund - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Magellan_Fund

    The Fidelity Magellan Fund ( Mutual fund: FMAGX) is a U.S.-domiciled mutual fund from the Fidelity family of funds. [1] It is perhaps the world's best-known actively managed mutual fund, known particularly for its record-setting growth under the management of Peter Lynch from 1977 to 1990. [2] On January 14, 2008, Fidelity announced that the ...

  7. Index funds: What they are and how to invest in them - AOL

    www.aol.com/finance/index-funds-invest-them...

    For example, an S&P 500 index fund tracks the collective performance of the hundreds of companies in the S&P 500. If the S&P 500 is up 5 percent in a year, the fund should be close to that, too ...

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