Under the Basel III rules, banks have to restructure their balance sheets to meet new liquidity and risk-weighted asset ratios, and small-business loans can often fall under the riskier categories.

WSJ: Post-Recession Loans Lag

One is that these returns are calculated on a time-weighted, rather than asset-weighted basis.

FORBES: Chasing the Mirage of Hedge Fund Returns

The SPIVA Scorecard provides performance comparisons corrected for survivorship bias, equal- and asset-weighted peer averages and measures of style consistency for actively managed U.S. equity, international equity and fixed income mutual funds.

FORBES: Active Funds Continue to Struggle