Mind the Gap 2024: A Report on Investor Returns in the US

The 1.1% annual estimated return gap stems from mistimed purchases and sales.
The persistent gap between the returns investors experienced and reported total returns makes cash flow timing one of the most significant factors—along with investment costs and tax efficiency—that can influence an investor's end results.

In our latest Mind the Gap research report, we dig into these nuances and explore how differences in the timing of cash flows, sequence of returns, and asset size can impact this gap. In addition, our research offers actionable tips on how investors can avoid these gaps and capture more of their fund holdings’ total returns.