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Keyword: returns

16 results found
A see through piggy bank with money coins

The median solvency ratio decreased slightly after eight straight quarterly improvements

  • By: IE Staff
  • August 16, 2022 August 16, 2022
  • 15:27
stock market down

Private equity, infrastructure, real estate helped contribute to returns

businessman hand working computer and business strategy concept

Private assets, systemic leverage added to performance

  • By: IE Staff
  • April 25, 2022 April 25, 2022
  • 14:56
plant with coins

Active equity and bond funds generally outperformed passive funds for the year

Two business men shouting through megaphones

According to a Dalbar report, the average equity fund investor returned 18.39% compared to 28.71% returned by the S&P 500


Asset-allocation ETFs aren't flashy or headline-grabbing, but they deliver consistent performance

Businessman Walk Over Cliff Gap Risk Mountain Balancing Flat Illustration

A Morningstar study suggests how investors can improve their outcomes

  • By: IE Staff
  • September 1, 2021 September 8, 2021
  • 16:29
ESG growth

Some asset classes performed better than others

  • By: IE Staff
  • July 30, 2021 July 30, 2021
  • 10:57
stock market covid-19

Mutual fund families that bought bargains performed well in 2020

specialty investments ETFs

Despite a study that found specialty ETFs generate “negative alpha,” many funds have posted strong returns