The average 10-year return on mutual funds is just about 0.66% less than the S&P 500 index return over the same period. Mutual funds provided a 4.23% return while the S&P 500 provided a 4.895% average return. Mutual Fund Returns. The average return of investments in the stock market is 10 percent. This holds true for mutual funds as well because really they are just a collection of stocks. It is important to mention that this rate of return is an average based on a minimum 10 year investment. HIAHX currently carries a Zacks Mutual Fund Rank #2. Its year-to-date and 1-year total returns are 4.9% and 16.5%, respectively. The 3- and 5-year annualized gains are a respective 26% and 22.7%. Moreover, mutual funds are meant to be evaluated against a benchmark such as a broad index or other yardstick of value - so if the S&P 500 falls 3% in a year and a large-cap mutual fund only falls 2.5%, it can be considered a "good" return, relatively speaking. Research and Compare fund information and performance data on Fidelity funds and FundsNetwork funds.
See the complete list of mutual funds with price percent changes, 50 and 200 day averages, 3 month returns and YTD returns. 10 Best Mutual Funds of the Past 10 Years: Prudential Jennison Health Sciences (PHSZX) 10-Year Annualized Return: 12.63%. Expenses: 0.83%, or $83 for every $10,000 invested. Our final entry in the best funds of the past 10 years is another healthcare sector fund, Prudential Jennison Health Sciences (PHSZX).
with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns net Research Mutual Funds with Merrill Edge. Access to 1,000s of mutual funds Investment return and principal value will fluctuate so that shares, when redeemed, closed-end funds, and separate accounts) with at least a three-year history. OOSAX · Invesco Oppenheimer Senior Floating Rate Fund, 09/08/1999, 3.25 Returns prior to March 12, 2007, are the historical returns of the Closed-End The growth of mutual funds and their impact on investing in general was nothing and investors moved into investments with the potential for higher returns. Mutual Funds; ETFs Daily Prices; Performance; Distributions; Codes & Fees The indicated rates of return are the historical annual compounded total returns View daily fund prices and performance for Putnam's mutual funds. Rate Income Fund, Putnam Short Duration Bond Fund, Putnam Fixed Income Absolute before their inception are derived from the historical performance of class Y shares,
Class A share results are calculated with and without the effect of the maximum sales charge: 5.75% for growth, growth-and-income, equity-income, balanced, target date funds, retirement income portfolio series funds and most portfolio series funds; 3.75% for bond funds (2.50% for intermediate and short-term funds and American Funds Preservation Portfolio). In this table you will find short term historical return data, including 1-year returns and 3-year returns on Money Market Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better. The fund normally invests at least 80% of the fund's net assets in stocks. Stocks include common stocks and other securities that represent an ownership interest (or right to acquire an ownership
See the complete list of mutual funds with price percent changes, 50 and 200 day averages, 3 month returns and YTD returns.