The iShares Morningstar Multi-Asset Income ETF (IYLD) pays a 5.9% trailing distribution yield but has only achieved average annual returns of 2.5% over 10 years. The gap between the distribution yield ...

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Total Return Fund Inc. (NYSE: ZTR) previously announced, on May 25, 2023, the following monthly distribution: Under the terms of its Managed Distribution Plan, ...

YMAX suits income-focused investors willing to accept principal decline and volatility, not those seeking capital ...

Hendrik Bessembinder has contributed to our understanding of the distribution of returns and the benefits of diversification when investing in U.S. public equities. For example, in his 2021 study ...

Forbes contributors publish independent expert analyses and insights. I write about financial planning and investing. In our first foray into tracking stock and bond returns since 1934, we delved into ...

You’ve probably heard investing professionals talk about risk-adjusted returns. This is a way of measuring the performance of an investment that factors in risk—specifically, the extra risk required ...

A return of capital may occur, for example, when some or all of the money that you invested in the Fund is paid back to you. A return of capital distribution does not necessarily reflect the Fund’s ...