Surely this is what every investor wants to see, but very few realize: Returns that do more than
keep up with the market indexes.
Over periods of five years or more, 75 % of actively managed mutual funds fail to
keep up with their market index.
Not exact matches
For example, when the
market has momentum and is showing strong returns, it might be more difficult for actively managed funds to
keep up with the
index.
Keep it easy instead If you don't have that discipline, it's easier just to stick
with an
index fund and ride the
ups and downs of the overall
market.
The 5 year range of the municipal bond curve is
keeping up with the overall
market as the 5 year S&P AMT - Free Muni Series 2018
Index has returned 1.14 %, while longer municipal bonds in the S&P Municipal Bond 20 + year
Index have recorded a total return of 2.14 % year to date
with yields remaining steady over the course of the week.
Fortunately, you don't have to
keep up with every new variation of
index fund or ETF that Wall Street
marketing departments drum
up.
Similarly, our Future Rental Availability
Index found that new housing construction's inability to keep up with D.C. population growth will leave that market with a unit shortage of close to 60,000, causing D.C. to rank fifth in the country on that i
Index found that new housing construction's inability to
keep up with D.C. population growth will leave that
market with a unit shortage of close to 60,000, causing D.C. to rank fifth in the country on that
indexindex.