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Home Market Research Markets

Are Retirement Savers Overestimating Their Returns by a Whopping 15%?

by TheAdviserMagazine
2 months ago
in Markets
Reading Time: 1 min read
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Are Retirement Savers Overestimating Their Returns by a Whopping 15%?
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Folks investing for retirement earned healthy returns over the past decade, but they could have done better, according to a recent report from Morningstar. The average dollar invested in mutual funds or exchange-traded funds earned a 7% annual dollar-weighted return over the 10 years ending on Dec. 31, 2024. Although that is not bad, it lags the 8.2% aggregate annual total return over the same…



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