For the quarter ending December 31, 2025, the fund returned -2.78% on market price and -1.91% on NAV, compared with the 2.40% return of the blended comparator index. Read more here.

Matt Frankel, CFP, is a contributing Motley Fool stock market analyst and personal finance expert covering financial stocks, REITs, SPACs, and personal finance. Prior to The Motley Fool, Matt taught ...

Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal advocates who dismiss the other as missing the point. Dividend investors are ...

High S&P 500 valuations and historical CAPE data suggest low or negative real returns for the next decade or two - don't expect strong price appreciation. Relying on dividends from quality companies ...

The major indices have fought their way back to slight gains for 2025. The winter/spring sell-off took the major indices down the most since 2022. Five top Dividend Kings are delivering incredible ...

Learn how to calculate Return on Investment with our simple formula and step-by-step examples. Understand its benefits, ...

The Vanguard Total Bond Market ETF has averaged a small annual loss over the past five years, but earned a total return of 6.7% in the past year. Vanguard forecasts that U.S. bonds could be better ...