Looking at annualized returns can help you select an ETF or mutual fund, but be sure to look at calendar-year returns as well.

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. The insights were gathered by DALBAR, an independent financial research ...

The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite skyrocketed during Trump's first term -- and they've picked up right where they left off since his second, non-consecutive term began.

Monthly dividends offer faster compounding, outperforming the Schwab U.S. Dividend Equity ETF (SCHD) quarterly payouts with stronger long-term returns. Both ETFs below beat SCHD’s 12.2% 10-year ...

Finkelstein said, "Our investment strategies are well positioned for the balance of the year given declining macro volatility, additional Fed cuts expected and healthy fixed income demand." He ...

The Global Market Index (GMI) remains on track to generate a 7%-plus annualized total return for the long-run outlook, based on data through October. This estimate of future performance has been ...

Since inception on September 23, 2013, through December 31, 2025, the Fund produced a 10.54% net annualized compounded return. We remain focused on disciplined underwriting, capital preservation, and ...