This annual report documents the power of market prices by assessing US-based mutual fund performance relative to benchmarks over multiyear periods. Exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds, and the impact of high fees and turnover on manager performance. Returns data updated through 2020.
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Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA).
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Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful. Investing involves risks including possible loss of principal. Investors should talk to their financial advisor prior to making any investment decision. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit.