Washington Examiner

Fund investors hurt themselves through poor timing

BOSTON (AP) — The recipe for successful investing sounds pretty simple: have reasonably good timing over the long haul and avoid big mistakes. That’s what helps professionals build a worthy track ...
Financial Advisor

Bad Timing Cost Fund Investors 17% In Gains The Past Decade, Morningstar Says

The average fund gained about 7.7% per year over the 10 years ended Dec. 31, 2022, while the average dollar invested in mutual and exchange-traded funds earned a 6% annual return. The 1.7% gap—17% ...
Morningstar

Profitable Lessons From the Bad Timing of Other Investors

Fund returns tell us which managers add value, but Morningstar Investor Returns suggest how investors capture or squander that value. Investor returns are dollar-weighted returns that show how well ...
Financial Advisor

Bad Timing Cost Fund Investors 15% Of Gains Over Past Decade, Morningstar Says

The average dollar invested in U.S. mutual funds and ETFs earned 6.3% per year during the 10 years ending Dec. 31, 2023, which was about 1.1 percentage points less than the funds performed during the ...