Many advisers seldom — if ever — take the time to determine the return of investments on their own. Often, they will rely on third-party calculations for the average annualized performance of funds ...

When investors seek to compare the performance of two assets over time, they should look at annualized return. Why this metric, specifically? Because it takes into account asset performance, time and ...

Technical analysis has always been a hotly debated investing tactic. We built two portfolios that went long the S&P 500 when it traded above its moving average and shorted it when it traded below.

A key takeaway from the above table of Dow Jones net annual returns is that the highest years are generally lower than those of the S&P 500 index, but the lows are not as low. This suggests that the ...