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Mumbai Wealth Management:Category: Total Return

 2024-10-28  Read 8  Comment 0

Abstract: Total Return Is Concept that is Surprisingly Misundrstood. We get emails asking why do match yahoo or trackstationMumbai Wealth Management? MOST International Data Sources and Brokerage Software Platforms DON'TTETETAL RETURN - Yet Total Return

Category: Total Return

Total Return Is Concept that is Surprisingly Misundrstood. We get emails asking why do match yahoo or trackstationMumbai Wealth Management?

MOST International Data Sources and Brokerage Software Platforms DON'TTETETAL RETURN - Yet Total Return is How All Index Returns Are Stated. In 2010, The SPDR S & P 500 Index Fund (SPY) WAS Not +12.8%, It was up 15.1%Vanguards Investment Grade Bond Fund (VCIT) was not +5.1% in 2010, it was +10.0% (and had something nice tactical swings throughout the year). Stributions (Which Come in 2 Forms: Dividends and Capital Gains Distributions)..

One Common Thing We See Is for Various People to Compaare their Performance to the Price-only +12.8% And then FootNote it saying 'divisionnds excluded'? THIS I s just as mutual funds that claim the expense ratio is 1.2%And then FootNote It saying you will be charged a 3% Redemption Fee if you spie the fun in first 5 years. Rchase or Redemption Fees, No 12-B-1 FeesThe 'A-Class' 'B-Class' 'C-Class' 'H-Class' 'I-Class' Mutual Fund System is Non-Systemic in The ETF World --- TheRe is only a Single class of a n etfThen, then

Here Is Another One: The Vanguard 60-40 Stock-Bond Balanced Returnet +20.1% for the 10 Years Ended June 30th, 2011 [1]

[1] Excludes Dividends

Well, a large part of owning a bond in the first place is the count. As it turnS out, that index fund (vbinx) was +59.7% including divisionnds. Enuous to compare to a number that is one-thirdOf the actual index return.

While this is all obvious to some -it is clean still not undertood by many.

We Created A Free Comparison Tool to Make It Easy to VIS Concept as we feel the only real way to tried idest something fully is to Internet with it Application - Rather than Just read about in a paper or on a blog.

Try A Few OutKanpur Stock. Be aware that everything if it does not a large divided payer, any capital gains distriction will also aFFECT the RETURN.

Bond etfs:Nagpur Investment

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Lucknow Investment

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