{"id":3227,"date":"2024-08-02T10:43:00","date_gmt":"2024-08-02T15:43:00","guid":{"rendered":"https:\/\/www.connerash.com\/blog\/?p=3227"},"modified":"2024-09-30T10:47:49","modified_gmt":"2024-09-30T15:47:49","slug":"tracking-relative-return","status":"publish","type":"post","link":"https:\/\/www.connerash.com\/blog\/tracking-relative-return\/","title":{"rendered":"Tracking Relative Return"},"content":{"rendered":"
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\"\"<\/figure>\n<\/div>\n\n\n

A 3% return could be good enough in a bear market, and a 10% return might be mediocre in a bull market. How can you readily know how your investments are performing?<\/p>\n\n\n\n

LOOK AT YOUR RELATIVE RETURN<\/h3>\n\n\n\n

Relative return is the return an asset or investment achieves over a period compared to a benchmark e.g., an index). It\u2019s important for actively managed accounts because it measures investment performance. Actively managed investments should strive for a return greater than the market.<\/p>\n\n\n\n

COMPARE APPLES TO APPLES<\/h3>\n\n\n\n

Use the right benchmark for the investment. Here are some popular stock indices: the S&P 500, considered a good measure of the US stock market at large; the Dow Jones Industrial Average, for large-cap stocks; the NASDAQ, heavily weighted in the technology stock sector; and the Russell 2000, for small-cap stocks. There are countless more US and global stock indices at your disposal.<\/p>\n\n\n\n

For bond investments, look at indices that follow markets specific to your bonds, such as corporate, government, treasuries, \u201cjunk\u201d bonds, and international bonds.<\/p>\n\n\n\n

Remember that benchmarks simply show how an investment measures up against past performance, and past performance doesn\u2019t guarantee future results.<\/p>\n","protected":false},"excerpt":{"rendered":"

A 3% return could be good enough in a bear market, and a 10% return might be mediocre in a bull market. How can you readily know how your investments are performing? LOOK AT YOUR RELATIVE RETURN Relative return is the return an asset or investment achieves over a period compared to a benchmark e.g., … <\/p>\n

Continue reading “Tracking Relative Return”<\/span><\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[39,337],"tags":[],"class_list":["post-3227","post","type-post","status-publish","format-standard","hentry","category-newletters","category-relative-return"],"yoast_head":"\nTracking Relative Return - Conner Ash<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.connerash.com\/blog\/tracking-relative-return\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tracking Relative Return - Conner Ash\" \/>\n<meta property=\"og:description\" content=\"A 3% return could be good enough in a bear market, and a 10% return might be mediocre in a bull market. 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