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The Scorecard Issue #19 July 2017Twin Pandemics The Value Fund was down (0.13%) in the second quarter and is up 2.82% year to date. The continued weakening of the US dollar and our Eccentric holdings
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To fill out mutual fund performance, follow these steps:
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- Begin by gathering all the necessary information, such as the fund's name, ticker symbol, and the period for which you are reporting the performance.
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- Calculate the fund's total return for the given period, which includes both capital appreciation and any income generated by the fund.
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- Determine the fund's average annual return by dividing the total return by the number of years in the period.
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Mutual fund performance refers to the measurement and evaluation of a mutual fund's returns over a specific period compared to benchmark indices or other funds. It typically includes metrics such as total returns, volatility, and risk-adjusted returns.
Mutual fund managers and fund companies are required to file mutual fund performance reports as part of regulatory compliance to provide transparency to investors.
To fill out mutual fund performance reports, fund managers need to gather data on the fund's returns, expenses, holdings, and benchmark performance. They then complete the required forms, ensuring all data is accurate and compliant with regulatory standards.
The purpose of mutual fund performance reporting is to provide investors with essential information about how well a fund is performing, enabling them to make informed investment decisions.
Required information typically includes the fund's total return, performance against benchmarks, expense ratios, turnover ratios, and any significant changes in management or strategy.
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