An investor would have done $136 better in the 10 year period simply by putting the money into the S&P 500 index upfront. The difference is a superior 4.4% gain for those who have the $1,000 ...

This share class led its average peer by an annualized excess return of 2.3 percentage points over a 10-year period. And it mirrored the performance of the category index over the same period.

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all ...

The S&P 500 rose 2.91% ... It took over 5 years before the index reached a new then all-time high on March 28, 2013, where it closed out at 1569.19. The chart below is a snapshot of record highs ...

The Dow was on pace for a 0.4% weekly gain, while the S&P 500 was up 0.5% so far and the Nasdaq Composite was 0.7% higher ...