Final answer:
When communicating performance data for non-money market funds, it is important to include the rate of return, comparative benchmarks, and risk analysis.
Step-by-step explanation:
When communicating performance data for non-money market funds, several key points can be stated:
Rate of return: Performance data should include the rate of return for the fund, which measures the percentage increase or decrease in the fund's value over a specific time period.
Comparative benchmarks: It is important to compare the fund's performance to a relevant benchmark, such as an index fund or a similar type of investment, to assess its relative performance.
Risk analysis: Performance data should highlight the level of risk associated with the fund, including measures like standard deviation and beta.
By including these points, investors can make informed decisions about non-money market funds.