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?
- Benchmark. It provides a yardstick against which you can measure fund performance.
- Investment Horizon. Your investment horizon becomes a driving factor for fund selection and comparison.
- Riskiness. Whenever you invest in any mutual fund, you undertake some risk.
- Expense Ratio.
- 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.
What is the best way to compare mutual funds?
The rating,which tells you the fund’s performance over a period of time