Learn how mutual funds and portfolios measure and report performance, focusing on rates of return, benchmarks, risk management, and regulatory considerations. Explore practical examples, case studies, and best practices in analyzing short-term versus long-term performance.
Learn how to evaluate mutual fund performance using both quantitative and qualitative approaches, including ratio analysis, performance attribution, and manager evaluation techniques.
Discover how a comparison universe helps Canadian investors gauge mutual fund performance relative to peers, ensuring fair and accurate evaluations of investment returns.
Learn how quartile rankings categorize mutual funds based on performance, helping investors and advisors quickly gauge a fund’s relative standing against its peers.
Explore the key differences between Time-Weighted and Money-Weighted Rates of Return, discover real-world applications, and learn how Canadian regulations guide their use in mutual fund performance assessments.
Explore how short-termism, ignoring fees, and poor benchmark selection can undermine proper mutual fund performance evaluation, with practical tips and Canadian regulatory insights.
Explore key Canadian regulatory guidelines, performance reporting standards, and essential disclosure documents for mutual funds under National Instrument 81-101, CIRO guidelines, and CSA frameworks.