Such indexes not only represent the overall market developments and sentiments, but are also used as benchmarks to track the performance of various funds, portfolios, and individual investments. Why Are Small-Cap Stocks Often More Volatile? Small-cap stocks have relatively lower market values becaus...
Such indexes not only represent the overall market developments and sentiments, but are also used as benchmarks to track the performance of various funds, portfolios, and individual investments. Why Are Small-Cap Stocks Often More Volatile? Small-cap stocks have relatively lower market values becaus...
Total stock return is an important measure that investors use to assess their portfolio performance. It measures both the capital gains and dividends of a security over a period of time, allowing investors to compare one investment against another and make informed decisions about where to put thei...
case,we still do explicitlyinclude realizedgain return.Instead, we include cashreceived totalfund market value. followingspreadsheet illustrates wedo knowabout transactionswithin portfolioduring valuationperiod calculateportfolio level performance. Transactions within portfolioduring perioddo totalfund level return ...