The 1 year price total return measures the total change in price (adjusted of dividends and splits when applicable) over the last 1 year. If the company pays dividends, the starting stock price is ...

We estimate the average dollar invested in US mutual funds and exchange-traded funds earned 7.0% per year over the decade ended Dec. 31, 2024. That estimate, which is akin to an internal rate of ...

It’s even more apparent when we express the gap as a percentage of total return, which I’ve done in the chart below. In summary, bond-fund investors captured around half of their funds’ total returns, ...