Series 65: Performance Measures

Taken from our Series 65 Online Guide

Performance Measures

When investing, it is critical to assess performance. How well has an investment done over time? How does that compare to keeping the money under a mattress? The best way to evaluate the performance of an investment is to look at how much money the investment has earned over time.

There are multiple ways to measure returns, however, and for the exam, you will have

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