Ch.11 · Comparing Fund Performance · medium

Why might a fund with a higher 1-year return be a worse choice than one with a lower 1-year return during peer comparison?

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EXPLANATION

Short-term (1-year) returns can be misleading due to market timing effects — a fund may have performed well simply because it held a sector that happened to rally. Multi-year returns, rolling returns, and consistency across market cycles are far more reliable indicators of manager skill.

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