Why should you download my favorite annual report?
– It calculates the 1, 5, 10, and 20 year returns on the S&P 500, fixed income products, asset allocation portfolios, the benchmark bond index, and inflation.
– It calculates the retention rate of mutual funds and bonds (how long the are held before being sold)
– It illustrates how often the average investor guessed right or wrong each year over the last twenty years The DALBAR study is the most facinating 24 page report I will read in 2013 and I suggest that everyone with money in mutual funds, stock, or bonds read this vital report.
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