Types & Returns

Investment Types

There are three basic asset classes, or investment types: stocks, bonds and cash.

Investment Return

When you invest, you're interested in whether you're making progress toward your financial goals. Return on investment can help you gauge how much progress you're making.

Historical Returns

Although past performance is no guarantee of future results, historical returns illustrate how often and how much an investment's value typically fluctuates over time.

Benchmarks

An investment benchmark is a standard against which you can measure the performance of an individual security or group of securities.