Why I Stopped Reading 10-Year Rolling Return Charts

The S&P 500 has rebounded to near-record highs, defying warnings from 10-year rolling return and P/E regression charts. Read ...
Times of San Diego

CalPERS announces estimated 11.6% rate of return for retirement fund

The California Public Employees’ Retirement System, CalPERS, announced a preliminary investment return of 11.6% for the 2024-2025 fiscal year. The system has not yet released the financial report for ...
Arkansas Democrat-Gazette

State retirement system’s investment portfolio gains $930 million for fiscal year; return tops 11%

The Arkansas Public Employees Retirement System's investment portfolio increased by about $930 million during the fiscal year that ended June 30 to $12.4 billion, officials for the system reported on ...
Hosted on MSN

How to Calculate Excess Return and What It Might Mean for Your Investments

Excess return refers to the return on an investment that surpasses the return of a benchmark or a risk-free rate. It measures the performance of an investment in relation to its expected or required ...
The Michigan Daily

UMich reports high return rate on endowment after increased investments in AI and crypto

File Photo/DAILY. Buy this photo. During the 2025 fiscal year, the University of Michigan Investment Office generated a 15.5% return rate on its endowment, raising the portfolio by $2 billion to a ...
JD Supra

Don’t Go Chasing Simple Waterfalls: Understanding Investment Return Structures

Waterfalls in private equity and venture capital dictate how investment returns are distributed among stakeholders. These structures determine who gets paid, in what order, and under what conditions.

SEI Multi-Asset Real Return (SIIT) Fund

Fees are Below Average compared to funds in the same category. SEI Multi-Asset Real Return (SIIT) Fund has an expense ratio of 0.59 percent. Risk is High compared to funds in the same category ...