The fund has returned 27.62 percent over the past year, 19.72 percent over the past three years, 11.50 percent over the past five years and 15.07 percent over the past decade.

The fund has returned 15.63 percent over the past year, 19.22 percent over the past three years, 7.58 percent over the past five years and 14.16 percent over the past decade.

A new academic paper introduces the MMT model, which improves upon standard methods by correcting for benchmark biases and incorporating peer performance, proving more effective at identifying ...

You’ll sometimes hear this said in investing circles. When it comes to picking funds, it might mean a strategy that consistently edges past its benchmark index. A solid, albeit unspectacular, ...

The $556 billion CalPERS is considering a more complete integration of “collaboration” and total fund results as performance ...

Relative performance of the hedge fund industry has dominated a majority of asset classes over the past 5 years, marking one of the strongest stretches in the history of the industry. The HFRI Fund ...

I was interested in the extent to which funds’ returns before fees predicted how they performed over subsequent before-fee periods. For instance, if a fund did well before fees compared with category ...

Venture capital has been hit hard by souring macroeconomic conditions over the past few years and it’s not yet clear how the market downturn affected VC fund performance. But recent data from the San ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Vanguard and Fidelity offer popular index funds with competitive expense ...

Private investors often ask the same question: Do venture firms outperform public markets? Here is the framework I used based on the recent data from Andreessen Horowitz (a16z) as an example, since ...

Environmental, Social and Governance (ESG) labelled funds hold approximately $7 trillion in assets according to Bloomberg’s analysis of 14,500 funds with ESG called out in their prospectus. A ...