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Reviewing your account’s performance over time can help ensure you’re on track toward achieving your financial goals. But remember to keep your personal rate of return in the proper perspective.
The reason it’s called your personal rate of return is because no one else is in the exact same investing situation. How your money is divided among stocks, bonds and cash; how long you own your investments; and how the market performed during that time can play a part.
Performance can be volatile in the short run, so base your investing decisions on long-term expectations, not short-term fluctuations. Other factors — such as when you buy and sell investments, and the performance of those investments — can make comparisons to a benchmark more difficult.
Need help understanding your personal rate of return? For more information or to schedule a portfolio review, contact your Edward Jones advisor.
Past performance is not a guarantee of future results. An index is not managed and is unavailable for direct investment.