Sentences with phrase «recent past performance»

You can accept whatever the future brings or you can consider the risks created by recent past performance and make adjustments accordingly.

In the February 2016 version of their paper entitled «The Harm in Selecting Funds that Have Recently Outperformed», Bradford Cornell, Jason Hsu and David Nanigian investigate future mutual fund performance based on recent past performance relative to stated benchmarks.

And resisting the urge to re-allocate either to hot recent past performance or away from recent cold past performance will lead to better long term performance.

Many retail investors, with or without a financial advisor, select funds with a five - star Morningstar rating, which simply measures recent past performance.

The recent past performance of growth managers tends to beat that of value managers.

Selecting a stock based on a high P / E ratio is clearly different than selecting one based on its recent past performance.

d) The recent past performance of growth managers tends to beat that of value managers.

The authors examined if fund attributes such as expense ratios, portfolio turnover, manager tenure, recent past performance, fund size and the Morningstar mutual fund ratings can predict performance.

They generally look at the most recent 1, 3 and 5 and sometimes 10 - year returns and assume that recent past performance will persist.