Course 202: Benchmarks
Our Approach
In this course
1 Introduction
2 Your Personal Benchmark
3 Indexes as Benchmarks
4 Peer Groups as Benchmarks
5 Our Approach

When evaluating funds, select several benchmarks. Begin with your personal benchmark, and be sure that any investment you're considering can match your needs. Then compare the fund with a widely accepted index, such as the S&P 500, to get a sense of its performance on the broadest level. Finally, look to peer-group benchmarks to see if the fund is good at what it does.

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