investment performance

How investments fared

Investment performance is how well an investment has done over time, typically measured by returns, growth, or comparison to benchmarks.

Financial advisors report on investment performance to clients; funds advertise strong investment performance to attract capital.

The fund's investment performance lagged the S&P 500 by two percent.

Past investment performance famously doesn't guarantee future results.

Related

real estate · bonds · standard deviation · economic growth · inflation · mutual funds · hedge funds · benchmark · index funds · time horizon · commodities · private equity · asset allocation · fee structure · options · currency fluctuations · cryptocurrencies · futures contracts

Opposites
outcome quality

investment performanceinvestment losses

Diminished value of assets

underperformance · depreciation · drawdown

capital type

investment performanceprincipal

Chief school administrator

principal amount · cost basis · seed money

activity vs. result

investment performanceinvestment strategy

Approach to growing wealth

Family

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