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Hi guys, regarding Syfe equity100, how is my time weighted return positive but my total actual return is negative?
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4.6
933 Reviews
Syfe
ETFs, Equities, Bonds, REITs, Gold
INSTRUMENTS
0.4% to 0.65%
ANNUAL MANAGEMENT FEE
None
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
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4.7
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4.7
658 Reviews
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To put it simply, TWR just looks at your investment return without considering cash flows (ie new deposits, withdrawals). Whereas money weighted return factors in the component of the size & timing of cashflows.
https://www.betterment.com/resources/betterment...
https://www.investopedia.com/terms/t/time-weigh...
https://www.investopedia.com/terms/m/money-weig...