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Home Market Research Markets

Miss Out on Investment Gains? Your Biology May Be to Blame

by TheAdviserMagazine
2 months ago
in Markets
Reading Time: 1 min read
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Miss Out on Investment Gains? Your Biology May Be to Blame
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fizkes / Shutterstock.com

Morningstar’s recent Mind the Gap study found that most investors don’t capture the full returns their funds deliver. The funds themselves perform fine, but because investors often buy or sell at the wrong times, their personal returns end up lower than the fund’s published results. Over the decade ending December 31, 2024, the average fund delivered a time-weighted return of 8.2% per year.



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