Which of the following periods is NOT typically shown when presenting fund performance?

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Multiple Choice

Which of the following periods is NOT typically shown when presenting fund performance?

When presenting fund performance, the periods shown are chosen for relevance and data availability. Short-Term and mid-Term windows like 1 year and 3 years give a current view of how the fund has performed recently, while “since inception” shows the full track record from the fund’s launch, which is useful for comparing funds with different start dates. The 10-year window isn’t typically shown because not every fund has a full 10-year history. If a fund is younger, or if its mandate, management, or structure has changed over time, a 10-year figure can be misleading or unavailable. Therefore, 10 years is less universally displayed than the shorter periods and the since-inception measure. If a fund does have a complete 10-year history, it may be shown, but it isn’t as standard as the other periods.

When presenting fund performance, the periods shown are chosen for relevance and data availability. Short-Term and mid-Term windows like 1 year and 3 years give a current view of how the fund has performed recently, while “since inception” shows the full track record from the fund’s launch, which is useful for comparing funds with different start dates.

The 10-year window isn’t typically shown because not every fund has a full 10-year history. If a fund is younger, or if its mandate, management, or structure has changed over time, a 10-year figure can be misleading or unavailable. Therefore, 10 years is less universally displayed than the shorter periods and the since-inception measure. If a fund does have a complete 10-year history, it may be shown, but it isn’t as standard as the other periods.

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