Transcription of Understanding excess return and tracking error - …
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Understanding excess return and tracking error - …
Understanding excess return and tracking errorExcess returnAnnualized fund returns often are amongthe first measures advisors consider whenevaluating investment products. But howwell ETFs and index mutual funds performversus both their benchmarks and theircompeting products is just as return , which can be positive ornegative, tells you the extent to which a fund has out- or underperformed itsbenchmark index. It is calculated as thefund s net asset value (NAV) total returnminus the benchmark s total a fund s NAV total return includesfund expenses, excess return typically isnegative for index funds. excess return shows how a product s performance compares with that of itsbenchmark over a stated period of time. tracking error indicates the consistency of a product s excess return during thatsame time period.
Understanding excess return and tracking error Excess return Annualized fund returns often are among the first measures advisors consider when …
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