notices - See details
Notices
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Ilir Shkurti, CFA (not verified)
14th August 2015 | 9:24am

Regarding investor's return, I don't think there is a distortion depending on the data set or the time it is calculated. Money-weighted return is just that, return weighted by dollars. As more dollars flow on a fund, lower subsequent performance will weigh down their annualized return vs, a geometric average of their annual return (where higher performance during asset-lean years will be "equal-weighted" in the performance measurement).