Client Classroom | Time Weighted vs. Dollar Weighted Returns
Автор: Caserta & de Jongh, LLC
Загружено: 2025-08-18
Просмотров: 48
Описание:
You made money—but was it the investment that did well, or you?
In this episode of Client Classroom, we break down the difference between time-weighted and dollar-weighted returns. These two numbers may look similar, but they tell very different stories about your portfolio:
Time-Weighted Return: How the investment itself performed (the fund manager’s report card).
Dollar-Weighted Return: How you performed, based on when you added or withdrew money (your personal report card).
Same fund, two very different outcomes. Knowing which number you’re looking at can help you better understand your statements—and make smarter financial decisions.
Watch now to learn how to read your returns with confidence.
#Investing #FinancialEducation #ClientClassroom
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