Explore the essential performance metrics used to evaluate mutual funds and ETFs, including total return, annualized return, and CAGR. Understand the significance of benchmarking and how to calculate and interpret these metrics effectively.
Explore the intricacies of benchmarking in fund evaluation, including selecting appropriate benchmarks, comparing performance, and understanding limitations.
Explore the concept of risk-adjusted returns, including key metrics like the Sharpe Ratio and Alpha, and learn how to interpret and calculate these measures to evaluate fund performance effectively.
Explore how investment fees impact returns over time, the concept of compounding fees, strategies to minimize fee impact, and the importance of fee consideration in fund selection.