3min chapter

Sound Investing cover image

Does anyone really buy & hold and more Q&A

Sound Investing

CHAPTER

How to Judge Returns of a Mutual Fund

This is one of the lists of 80 I'm preparing for October when I'm celebrating my 80th birthday. It actually uses 11 different funds, which we have on that page as well. And that 11 fund portfolio over that 1970 through 2022 period compounded at 11.8 in this study. So this is, I think, a step you could take to try to diversify away all of those challenges of things not living up to your expectations.

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