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Investing Specialists

How Not to Be Tyrannized by Trailing Returns

Trailing returns can be misleading, so here's how to avoid getting burned.

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Note: This article is part of Morningstar's November 2013 Investor Starter Kit special report. An earlier version of this article appeared July 1.

Is it any wonder so many investors are confused? After all, so much about investing is counterintuitive: The stock of a company frequently goes up when the firm lays people off, bond prices go down when yields rise, and low fund costs tend to predict better performance.

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Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.