Why Your Investment Return May Differ From the Fund Company's Returns

by Nellie S. Huang, Senior Associate Editor, Kiplinger's Personal Finance May 17, 2019 2 minutes

[Question]My mutual fund statement shows that I've lost money over the past four years, but the results published by the fund company show annualized returns of more than 9% over three- and five-year periods. Why is my return different?

[Answer]Many investors share your puzzlement when their returns