Unfortunately, this Investment Record Template is anxiety with merely numerical comparisons overlooks the original reason for assessing past performance. The central objective is to distinguish investment skill from luck, and to recognize those funds with the maximum likelihood of prospect success. Though, by focusing thought primarily on the uppermost returns, most analysis mainly ignores the qualitative deliberations behind the record.

This template track record authorizes investors to assess the performance of a fund during a complete market sequence. It is predominantly important to appreciate how well or poorly the manager does during bear market.

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