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An Entity of Type : prov:Entity, within Data Space : webisadb.webdatacommons.org associated with source dataset(s)

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  • DALBAR first calculates the investor return DOLLARS, defined as ???the net change in assets, after excluding sales, redemptions and exchanges???capturing realized and unrealized capital gains, dividends, interest, trading costs, sales charges, fees, expenses and any other costs.??? Then DALBAR calculates the reported annualized returns ???as the uniform rate that can be compounded annually for the
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