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Brady Clark Advisory Group

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February (1)

Book Value – Not a Great Indicator of Mutual Fund Performance

Brady Clark Advisory Group

February 11, 2025

“Why is my fund on the statement showing a loss, when the fund performance is showing a gain?” is an all-too-common question from mutual fund investors.

Read more Read more about Book Value – Not a Great Indicator of Mutual Fund Performance
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.