Check out the article I wrote on Brightscope regarding analyzing your investment performance this year.

Beware the 3 and 5 Year Numbers: 2015 Mutual Fund Analysis

Beware the 3 and 5 Year Numbers: 2015 Mutual Fund Analysis

 

http://www.brightscope.com/financial-planning/advice/article/17007/Beware-The-3-And-5-Year-Numbers-2015-Mutual-Fund-Analysis/

Summary:

  1. Most advisors evaluate manager performance through an entire economic cycle
  2. Since 2008, market performance has been mostly up
  3. 3 and 5 year performance numbers do not include a down market
  4. Place greater emphasis on the 10 year performance number to capture the entire cycle.

If you have any questions, please do not hesitate contacting me.

Thanks,

Steve

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