You Won't Believe the Median Return of Pension Funds Over the Past Year



Pension funds are run by professional investors managing money for all sorts of folks across the country, like teachers, firefighters and police officers. According to a recent analysis of funds managed of at least $1 billion, the median return is lower than the S&P 500. Listen to Ric Edelman share the returns and the right way to measure the return of your portfolio.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results.