Funds Intermediate: Benchmarks for Funds

Introduction to Benchmarks for Funds Your Personal Benchmark Indexes as Benchmarks Peer Groups as Benchmarks Summary of Benchmarks for Funds
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Summary of Benchmarks for Funds

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Summary of Benchmarks for Funds

Bottom line

When evaluating funds, select several benchmarks. Begin with your personal benchmark, and be sure that any investment you’re considering has the potential to match your needs. Then compare the fund with a widely accepted index, such as the S&P 500, to get a sense of its performance on the broadest level. Finally, look to peer-group benchmarks to see if the fund is good at what it does.

What you have learned

  1. Your Personal Benchmark
  2. Indexes as Benchmarks
  3. Peer Groups as Benchmarks

Find out what you have learned

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