What is a good rate of return on mutual funds?

What is a good rate of return on mutual funds?

Good Average Annual Return for a Mutual Fund For stock mutual funds, a “good” long-term return (annualized, for 10 years or more) is 8% to 10%. For bond mutual funds, a good long-term return would be 4% to 5%.

How do you compare mutual fund returns?

How to compare mutual funds?

  1. Benchmark. It provides a yardstick against which you can measure fund performance.
  2. Investment Horizon. Your investment horizon becomes a driving factor for fund selection and comparison.
  3. Riskiness. Whenever you invest in any mutual fund, you undertake some risk.
  4. Expense Ratio.
  5. Sector allocation.

Who has the best mutual fund rates?

These are the best U.S. equity funds based on five-year returns….Best-performing U.S. equity mutual funds.

Fund Name Ticker 5-Year Return
Fidelity Series All-Sector Equity FSAEX 15.52%
Parnassus Core Equity Investor PRBLX 15.51%
State Street US Core Equity Fund SSAQX 15.46%
T. Rowe Price U.S. Equity Research PRCOX 15.40%

What is 3 Year return mutual fund?

12% annualized return in 3 years means 12% return earned every year for the past three years and not 12% total return in 3 years….And 15% annualized return can double your money in less than 5 years!

Annualized Return Time Taken to double money
20% 3 years 9 months
25% 3 years 1 month

Can you lose money in a mutual fund?

With mutual funds, you may lose some or all of the money you invest because the securities held by a fund can go down in value. Dividends or interest payments may also change as market conditions change.

Which is best small cap fund?

List of Small Cap Mutual Funds in India

Fund Name Category 1Y Returns
Axis Small Cap Fund Equity 44.9%
Canara Robeco Small Cap Fund Equity 61.5%
Kotak Small Cap Fund Equity 40.1%
Edelweiss Small Cap Fund Equity 41.5%

Which mutual fund has the highest return?

– U.S. Large-Cap Stock: Vanguard 500 Index Investor – U.S. Mid-Cap Stock: Fidelity Mid-Cap Stock – U.S. – International Large-Cap Stock: Putnam International Equity A – Long-Term Bond: Vanguard Long-Term Bond Index Investor – Intermediate-Term Bond: Vanguard Total Bond Market Index INV – Short-Term Bond: Vanguard Short-Term Bond Index INV

What is a good annual return for a mutual fund?

If you want to know what a good annual return for a mutual fund is, the answer will depend on a few primary factors. These factors include the type of fund and the time frame or horizon of your investment. For example, a good annual return for a stock mutual fund is expected to be much higher than that of a bond fund.

What are the average returns on mutual funds?

Evaluate Short-Term vs. Long-Term Returns.

  • Pick the Right Benchmark. Whether buyers are interested in index -based or actively managed mutual funds,they need to make sure the benchmark reflects the strategy to get an understanding
  • Watch for fees.
  • Monitor Your Investing Behavior.
  • What is the best way to compare mutual funds?

    The rating,which tells you the fund’s performance over a period of time

  • The fund’s performance against relevant sectors and other funds
  • The fund’s top holdings (what stocks they own)
  • The people who are in charge of managing these funds
  • The expense fees for each fund