It’s not easy to tell if you have achieved acceptable investment returns for your retirement savings.
period ending in 2023 was 7.5 per cent. Which one got better results from her investment adviser? Well, it depends on how much risk they took. Stella was more willing to accept risk and adopted a 75/25 mix. Over the five-year period ending Dec. 31, 2023, this more aggressive benchmark fund achieved an average return of 8.6 per cent or 1.1 per cent a year more than what Stella’s portfolio actually earned. Given the risk that Stella took, her investments underperformed.
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